About d.velop connect for Salesforce CRM
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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 use OpenID Connect if you wish to use an external authentication server.
Contact the authentication server provider to obtain the data required to configure the OpenID Connect provider.
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 a user provider of the type OpenID Connect by clicking the plus sign (Add OpenID Connect provider).
Enter the required data.
Under Description, enter a brief description to enable your users to recognize the external service used when they log in.
Enter the following data to set up a productive instance in the OpenID Connect provider for Salesforce:
Description: title shown during login (recommendation: 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: taken from the connected application in Salesforce.
Client secret: taken from the connected application in Salesforce.
Base URI: https://openidgateway.service.d-velop.cloud/openidcallback
Redirect URI: generated automatically and 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 use OpenID Connect if you wish to use an external authentication server.
Contact the authentication server provider to obtain the data required to configure the OpenID Connect provider.
This is how it works
Open the configuration of d.ecs identity provider.
Open the settings for the OpenID Connect provider using the gearwheel icon (OpenID Connect settings).
Add a user provider of the type OpenID Connect by clicking the plus sign (Add OpenID Connect provider).
Enter the required data.
Under Description, enter a brief description to enable your users to recognize the external service used when they log in.
Enter the following data to set up a sandbox instance in the OpenID Connect provider for Salesforce:
Description: title shown during logon (recommendation: 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: taken from the connected application in Salesforce.
Client secret: taken from the connected application in Salesforce.
Base URI: https://openidgateway.service.d-velop.cloud/openidcallback
Redirect URI: generated automatically and 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.