Mastering Salesforce Credentials: Named and External Credentials

Krishnendra Singh  |  

December 13, 2023

Welcome to the world of Salesforce credentials, where secure connections are the name of the game. In this blog, we'll demystify the magic behind Named Credentials and External Credentials, unlocking a realm of efficient integrations and enhanced security.

Named Credentials: Your Gateway to External Systems

Named credentials are the superheroes of Salesforce integrations, providing a logical connection to external systems without the hassle of embedding URLs in Apex code. Why? Because we believe in simplicity! No more managing authentication tokens in risky places – with named credentials, administrators can flex their deployment muscles, configuring physical endpoints and securing user credentials in an encrypted store.

Create Named Credential:

Diving into Seamless Integration: A Step-by-Step Guide on Creating Named Credentials Embarking on the journey of seamless integration? Named Credentials are your compass! Follow these simple steps to navigate the setup waters:

Navigate to Setup:

⦁ From the Setup menu, find your destination by entering 'Named Credentials' in the Quick Find box.

⦁ Select 'Named Credentials' from the search results.

Create a New Named Credential:

⦁ Feel the thrill of starting a new adventure by clicking 'New Named Credential.'

⦁ Capture the essence of your callout endpoint's URL and authentication parameters on the page.

Fill in the Details:

⦁ Pour your integration wisdom into the form, providing the essential information that the Named Credential needs to connect.

Fill in the Details:

⦁ Seal the deal by hitting 'Save.' Your named credential is now ready to empower your integration efforts.

Types of Named Credentials:

SecuredEndpoint:

Ensures a secured transport protocol via TLS.

PrivateEndpoint:

Takes the scenic route through a private connection, avoiding the public internet.

Legacy:

A tribute to the past, but watch out - they're saying their goodbyes in a future release.

External Credentials:

Safeguarding Secrets in Style.

External Credentials

Rotating Secrets and Cloud Adventures:

Security policies change, but with external credentials, the adventure remains smooth. These encapsulate the secrets of how Salesforce shakes hands with a distant system. No more code tweaks for policy compliance – external credentials keep things fresh without disrupting your integration flow.

Sharing is Caring:

Security policies change, but with external credentials, the adventure remains smooth. These encapsulate the secrets of how Salesforce shakes hands with a distant system. No more code tweaks for policy compliance – external credentials keep things fresh without disrupting your integration flow.

Authentication Protocols Unveiled:

Security policies change, but with external credentials, the adventure remains smooth. These encapsulate the secrets of how Salesforce shakes hands with a distant system. No more code tweaks for policy compliance – external credentials keep things fresh without disrupting your integration flow.

Create External Credential:

Before creating a named credential, you must create at least one external credential to map the named credential to. Here are the overall steps for using external credentials. The specific steps vary depending on the authentication protocol you choose.

⦁ Give the external credential a name and label, and choose an authentication protocol.

⦁ Create principals that map to permission sets, permission set groups, or profiles.

⦁ Optionally, create a custom header for the external credential.

⦁ Authorize user external credentials. Authorize one time for each permission set or user.

⦁ In a named credential, link to the external credential you created.

Go To External Credential :

⦁ From Setup, in the Quick Find box, enter Named Credentials, and then select Named Credentials.

⦁ Click External Credentials.

⦁ To create a new external credential, click New. To edit an existing external credential, click its link in the list of external credentials and then click Edit.

For Better Understanding :

Conclusion: A Secure Integration Symphony

In the world of Salesforce, where integrations are the heartbeat, Named and External Credentials play the role of guardians. They simplify, secure, and ensure that your journey through the cloud is not just efficient but delightful. So, go ahead, configure those credentials, and let your Salesforce integration symphony begin!

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