Configuring Salesforce Connector to Use Certificate-based Authentication

You can now use client certificate-based authentication to integrate Salesforce with Reltio using the Salesforce Connector.

Salesforce Connector uses the JSON Web Token (JWT) flow to authenticate service and uses the OAuth 2.0 JWT Bearer Flow for Server-to-Server Integration capability of Salesforce. It uses the client_id in pair with the certificate private key of the Salesforce Connector.

To configure certificate-based authentication, you need to:
  • Ensure that you select the Certificate-based Authentication option on the Managed Package Settings page.
  • Configure OAuth policies in the connected application using the following steps:
    1. Click Apps, Connected Apps and then click Manage Connected Apps.
    2. Click Edit.
    3. Change OAuth policies value to Admin approved users are pre-authorized.
    4. Click Save.
  • Add approved profiles using the following steps:
    1. Click Apps, Connected Apps and then click Manage Connected Apps.
    2. Click your connected application.
    3. Click Manage Profiles in profiles section.
    4. Choose the appropriate profile for the Salesforce Connector service user (for example, System Administrator).
    5. Click Save.