Skip to main content
Version: 2

Authenticate Principal

info

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

Steps​

  1. Open Setup.
  2. In Quick Find, search for Named Credentials, then open the Plinqx Named Credential.

Named Credential

  1. Click Edit
  2. Change the URL to your Salesforce url e.g. https://my-domain.my.salesforce.com

Named Credential - Set My Domain

  1. Click Save

  2. In the Authentication Section Click the. Plinqx External Credential

Named Credential - External Credential

  1. Click the Edit button

Named Credential - External Credential Edit

  1. In the Identity Provider section set the type as Auth Provider.

  2. Then select the Auth Provider Plinqx

Named Credential principals - Set Auth Provider Values

  1. Click Save

  2. In the Principals section, confirm the principal shows Not Configured.

  3. Open the principal row Actions menu and select the Authenticate option.

Principal actions menu

  1. Complete the browser-based authentication flow. You may be prompted to log in to Salesforce.

Salesforce login prompt

  1. Return to the Named Credential and confirm the principal status is Configured.

Principal configured

Verify​

  • The principal shows Configured.