Configure outbound authentication

This section describes how to authorize Salesforce to connect to AppDirect APIs. AppDirect for Salesforce uses two forms of outbound authentication from Salesforce to AppDirect: non-interactive application and web server application.

Prerequisites

1. Create an integration user in Salesforce
2. Identify a Salesforce instance URL (only required for scratch organizations)
3. Log in to the Salesforce instance and not the organization URL in the browser. It might be displayed in one of the following two formats:
   
   1. https://business-force-7164-dev-ed.lightning.force.com/
      
   2. https://business-force-7164-dev-ed.my.salesforce.com/.
      The domain in these examples is "business-force-7164-dev-ed".
4. From the gear icon, click Setup.
5. Go to Settings > Company Settings > Company Information.
6. Note the instance from the Instance field in the organization profile. For example, CS95. Your instance URL is https://business-force-7164-dev-ed.cs95.my.salesforce.com.

Configure non-interactive application setup

Configure web server authentication setup

References

AppDirect API authentication

AppDirect API reference documentation

Salesforce authentication provider documentation

Salesforce custom authentication provider documentation

Salesforce named credentials documentation