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Installing d.velop connect for Salesforce CRM for Microsoft SharePoint
Before you can install Microsoft SharePoint, you must book and install the d.velop connect for Microsoft SharePoint Online adapter. You can book the adapter via the d.velop store.
The following steps are required for the installation:
Configuring an OpenID Connect provider for productive instances
You can always use OpenID Connect if you want to use an external authentication server.
To obtain the data required to configure the OpenID Connect provider, contact the respective authentication server providers.
This is how it works
Open the d.ecs identity provider configuration.
Open the settings for the OpenID Connect provider using the gearwheel icon (OpenID Connect settings).
Add an OpenID Connect-type user provider using the plus sign (Add OpenID Connect provider).
Enter the required data.
Under Description, enter a short description so that your users can identify which external service is used when logging in.
You have to enter the following data to set up a productive instance in the OpenID Connect provider for Salesforce:
Description: caption that can be seen when you log in (recommended: Salesforce).
Enabled: activated
Authorize endpoint: https://login.salesforce.com/services/oauth2/authorize
Token endpoint: https://login.salesforce.com/services/oauth2/token
UserInfo endpoint: https://login.salesforce.com/services/oauth2/userinfo
Client ID: is based on the connected application in Salesforce.
Client secret: is based on the connected application in Salesforce.
Base URI: https://openidgateway.service.d-velop.cloud/openidcallback
Redirect URI: is generated automatically and is required for the connected application in Salesforce.
See also: Configuring an OpenID Connect provider for sandbox instances
Configuring an OpenID Connect provider for sandbox instances
You can always use OpenID Connect if you want to use an external authentication server.
To obtain the data required to configure the OpenID Connect provider, contact the respective authentication server providers.
This is how it works
Open the d.ecs identity provider configuration.
Open the settings for the OpenID Connect provider using the gearwheel icon (OpenID Connect settings).
Add an OpenID Connect-type user provider using the plus sign (Add OpenID Connect provider).
Enter the required data.
Under Description, enter a short description so that your users can identify which external service is used when logging in.
You have to enter the following data to set up a sandbox instance in the OpenID Connect provider for Salesforce:
Description: caption that can be seen when you log in (recommended: Salesforce).
Enabled: activated
Authorize endpoint: https://test.salesforce.com/services/oauth2/authorize
Token endpoint: https://test.salesforce.com/services/oauth2/token
UserInfo endpoint: https://test.salesforce.com/services/oauth2/userinfo
Client ID: is based on the connected application in Salesforce.
Client secret: is based on the connected application in Salesforce.
Base URI: https://openidgateway.service.d-velop.cloud/openidcallback
Redirect URI: is generated automatically and is required for the connected application in Salesforce.
See also: Configuring an OpenID Connect provider for productive instances
Setting up the connected application in Salesforce
You want to set up a new connected application in Salesforce.
This is how it works
Open Setup > Apps > App Manager.
Create a new connected application. You can find detailed instructions in the Salesforce documentation.
Configuring external access
You want to configure external access.
This is how it works
Open System configuration > Add-On> External Access.
Enter all the necessary data for the connected application.