Configure non-interactive application setup

Non-interactive authentication is the primary authentication flow used to create and update data in AppDirect. For information on AppDirect's client credentials, see AppDirect's Client credentials.

Configure the AppDirect client setup

1. Go to AppDirect > Manage > Marketplace > Settings > Integration > API Clients.
2. Click Create API Client.
3. Add the following values to the fields.

   Field	Value
   Name	Salesforce-Auth-NIA
   Client Type	Non-interactive application
   Grant Types	Client Credentials
   Allowed Scopes
   System-level scopes	Read and write
   Allowed IP addresses	n/a

Configure Salesforce authentication provider

1. Go to Salesforce.
2. Click the gear icon and then select Setup.
3. Go to Settings > Identity > Auth.Providers.
4. Click New.
5. Add the following values to the fields:

   Field	Value
   Provider Type	AppDirectAuthProvider
   Name	AppDirect-NIA
   URL Suffix	ApppDirect_NIA
   Auth Provider Name	AppDirect_NIA
   Consumer Key	<consumer key generated during API client setup in AppDirect>
   Consumer Secret	<consumer secret generated during API client setup in AppDirect>
   Default Scopes	ROLE_PARTNER
   Token Endpoint URL	callout:AppDirect_NIA/oauth/token
   Include Consumer Secret in API responses	False
   Execute Registration As	<search for integration user created in previous step>

Create a named credential

1. Go to Salesforce.
2. Click the gear icon and then select Setup.
3. Go to Settings > Security > Named Credentials.
4. Click New Named Credential.
5. Fill in the values for the following fields:

   Field	Value
   Label	AppDirect-NIA
   Name	AppDirect_NIA
   URL	https://<marketplace>.byappdirect.com
   Identity Type	Named Principal
   Authentication Protocol	OAuth 2.0
   Authentication Provider	AppDirect-NIA
   Scope	n/a
   Start Authentication Flow on Save	true
   Generate Authorization Header	true
   Allow Merge Fields in HTTP Header	false
   Allow Merge Fields in HTTP Body	false
   Outbound Network Connection	n/a

6. Click Save. The authentication is done and the authentication status is displayed on the details page.
7. At the prompt, log in to AppDirect with an integration user.
   You are then returned to the Named Credential setup screen, and the administration authentication status will be set to Authenticated.

Validate the authentication

Once the authentication is configured, you can test it with calls against AppDirect API endpoints.

1. From Salesforce, click the gear icon and then select Developer Console.
2. From the Developer menu, select Open Execute Anonymous Window.
3. In the Enter Apex Code dialog, paste the following text (which tests the authentication flow against the Companies API):

   /* Companies API Request - Non-Interactive Application */  
   HttpRequest req = new HttpRequest();  
   req.setMethod('GET');  
   req.setEndpoint('callout:AppDirect_NIA/api/account/v2/companies');  
   req.setHeader('Authorization', '{!$Credential.AuthorizationMethod} {!$Credential.AuthorizationheaderValue}');  
   req.setHeader('Accept', 'application/json');  
   req.setHeader('Content-Type','application/json');  
   HttpResponse res = new Http().send(req);  
   System.debug(res.getBody());
4. Click Execute. The log appears in the Logs table.
5. Double-click the log you generated.
6. To see the response text, click the Debug Only checkbox.