Configuring and Testing of SaaSify Package in Salesforce

SaaSify PSM will provide the following information:

1. UserName to setup the External Credentials

2. Password to setup the External Credentials

3. URL to update in the Named Credentials

   Note: Ensure you have all the above details provided by the PSM.

Once the SaaSify Package is installed, we need to make sure that the Named Credentials (External and Named Credentials) are set up properly by following the steps below for successful integration of Salesforce with the SaaSify platform.

This is a two-step process. First, we need to set up the External Credentials and then set up the Named Credentials.

Setting up External Credentials

1. Navigate to Setup (Gear icon) and select Setup from the drop-down

2. Under Quick Find, Search for Named Credentials and click on it

3. Navigate to the External Credentials tab, Click on New

4. Enter the Label (Example: SaaSify API Credential)

5. In the Name field provide the following values: SaaSify_API_Credential (Note: Make sure not to include any spaces when you paste this value)

6. Under Authentication Protocol, select Custom from the drop-down and click Save

7. Scroll down to the Principals section and click on New of the External Credentials that you created.

8. Enter the Parameter Name (Example: Credential)

9. In the Authentication Parameters section, select "Add" to include Parameter 1.

   1. Provide the Name as UserName (Ensure that ‘U’ and ‘N’ are in Uppercase)

   2. Provide the Value (This will be provided by the SaaSify PSM)

10. In the same Authentication Parameters section, select "Add" to include Parameter 2.

    1. Provide the Name as Password (Ensure that ‘P’ is in Uppercase)

    2. Provide the Value (This will be provided by the SaaSify PSM)

11. Click Save.

Setting up Named Credentials

1. After saving the above configuration (External Credentials), navigate to the Named Credentials from Quick Find, then select Named Credentials tab and select "New"

2. Enter the Label (Example: SaaSify API Connection)

3. In the Name field provide the following value: SaaSify_API_Connection

4. Enter the URL (This will be provided by SaaSify PSM)

5. Ensure that Enabled for Callouts is enabled

6. In the Authentication section, choose SaaSify API Credential for the External Credential option

7. In the Callout Options, make sure to enable both "Allow Formulas in HTTP Header" and "Allow Formulas in HTTP Body." (Note: Ensure Generate Authorization Header is not checked)

8. In the Managed Package Access section, enter "Spektra_SaaSify" into the Allowed Namespaces field

9. Click Save

How to create a Permission set for Named Credentials and assign to a User

Creating the Permission set for Named Credentials

1. Navigate to Setup (Gear icon) and select Setup from the drop-down

2. Under Quick Find, search for Permissions Sets and click on it

3. Click on New to create a new permission set

4. Provide the Label Name as SaaSify End Point Access

5. API Name will be auto populated

6. Click on Save

Configure the created Permission Set

After creating the permission set, apply the following settings to it:

1. User External Credentials

2. External Credential Principal Access

User External Credentials

• Open the newly created Permission set and search for Object Settings present under Apps

• Click on Object Settings

• Search for User External Credentials and click on it

• Click on Edit and enable Read permission by selecting the checkbox

• Click on Save

External Credential Principal Access

• Click on Permission Sets and click on the Permission set created in above steps

• Search for External Credentials Principal Access and click on it

• Click on Edit

• Under Available External Credential Principals, select “SaaSify_API_Credential –Credential”

• Select "Add" to include it in the list of Enabled External Credential Principals

• Click Save

Assigning the Permission set to a User

1. Under Quick Find, search for Users and click on it

2. Search for the user to whom you want to assign permission and click on the email of the user

3. Search for Permission Set Assignments and click on Edit Assignments

4. Under Available Permission Sets, search for the Permission Set (E.g. SaaSify End Point Access)

5. Select "Add" to include it in the list of Enabled Permission Sets

6. Click Save

   Now, this User will be able to validate the Connection between SaaSify Web Portal and Salesforce

How to assign Named Credentials to a Profile

1. User External Credentials

2. External Credential Principal Access

User External Credentials

If you are using Enhanced Profile User Interface, then follow the steps mentioned below:

Note:

In the Standard profile of Salesforce where Edit is not allowed, it is recommended to clone the profile

1. Under Quick Find, search for Profiles and click on it

2. Search for any profile for which you want to assign the required permissions and click on it

3. Once you open the profile, search for Object Settings and click on it

4. Search for User External Credentials and click on it

5. Click on Edit

6. Under Permission Name, enable the Read permission by enabling the checkbox

7. Click on Save

or,
If you are not using Enhanced Profile User Interface, then follow the steps mentioned below:

1. From Setup, in the Quick Find box, enter Profiles, and then select Profiles.

2. Click the profile for whom you want to enable user external credentials.

3. Click on Edit.

4. Scroll to Standard Object Permissions and find User External Credentials.

5. Select the box for Read permission.

6. Save your changes.

External Credential Principal Access

Now, we need to enable External Credential Principal Access to the Profile by following the below steps:

1. Search for Profiles under Quick Find and click on it

2. Click the Profile for which you want to enable access

3. Search and click on “Enabled External Credential Principal Access”

4. Click on Edit

5. Under Available External Credential Principals, select “SaaSify_API_Credential –Credential”

6. Select "Add" to include it in the list of Enabled External Credential Principals

7. Click Save

Testing the connection

Once the above steps are performed, we need to make sure that Salesforce is integrated and communicating with SaaSify without having any issues by following the below steps:

1. Click on App Launcher (Nine Dots) on top-left

2. Search for SaaSify and click on it

3. Make sure you are landed on the Setup page of SaaSify

4. Click on Run

5. Once the connection is established, you will receive the following message “Connection validation success”

6. Now Salesforce is successfully integrated with the SaaSify application.