Salesforce Configuration
SALESFORCE ADMIN
Everything configured on the Salesforce side for Relationship Intelligence.
Components to confirm
| Component | Purpose |
|---|---|
| Relationship Intelligence Configuration object | Holds tenant configuration, including the certificate KID |
RIInboundAuth | Generates the RS256 signed assertion |
RelationshipIntelligenceService | Executes Relationship Intelligence operations |
| Verify Google Connection action | Runs the end-to-end verification test |
Signing Certificate KID field | Identifies the registered public certificate |
Field API name:
ribot__Signing_Certificate_KID__c
Configuration record
- Open the Relationship Intelligence Configuration record for the org.
- Populate Signing Certificate KID with the exact value generated by EIE — see Signing Certificate.
- Save.
Callout configuration
Configure the Named Credential and External Credential described in Named & External Credentials.
Permissions and credential access
Users who run Relationship Intelligence actions require:
- Relationship Intelligence object and field permissions.
- Apex Class Access for
RIInboundAuthandRelationshipIntelligenceService. - External Credential Principal Access for
EIE_RI_Principal. - Assignment of the Relationship Intelligence permission set.
Complete Named Credential, Principal, and Permission Setup
Do not proceed to verification until the EIE_RI_Principal principal exists and has been enabled for the running user.
See also Permissions.
Verification
Finish with Verify Google Connection.
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Last updated 1 month ago