Post Install Steps

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Complete these post-installation steps to enable full Plinqx functionality.

Credential configuration

Plinqx uses standard Salesforce security components for internal OAuth 2.0 authentication:

• External Client Application: Defines the OAuth client credentials.
• Auth Provider: Connects the client credentials to a Salesforce auth flow.
• Named Credential: Stores the authenticated connection.
• Named Principal: Establishes the identity used for API authentication.

These components allow Plinqx to securely deploy configuration data (mappings, transformations, etc.) as Custom Metadata inside your org. This is not for connecting to external systems; it is how Plinqx manages its own configuration using Salesforce security best practices.

📄️ Assign Plinqx Admin Permission Set

Assign the Plinqx Administrator permission set to the users who will configure and administer Plinqx.

📄️ Create External Client Application

Create an External Client App used by Plinqx Publisher for OAuth-based authentication.

📄️ Create Auth Provider

Plinqx uses this Auth Provider to securely authenticate internal API calls to the Salesforce Metadata API. This ensures a seamless and secure integration between Plinqx and Salesforce, following best practices for authentication and authorization.

📄️ Authenticate Principal

Authenticate the Principal on the Plinqx Named Credential so Salesforce can obtain and refresh tokens for outbound callouts.

Permissions

Assign the correct permission sets after installation: Plinqx Permission Sets (External User Guide)