Setting up a secured login session for focus matters is an optional configuration for users and not all customers may require this setup. Organizations frequently encountering errors while using focus matters-based filtering within CaseCloud Lightning components are encouraged to set up a secured login session.
With the secured login session configuration enabled in your organization, the users will be able to utilize focus matter related features within CaseCloud provided Lightning components, such as Focus Matters, Matter Calendar, Gantt, Billing Preview.
If the New Connected App button is not available or disabled, ensure that the Allow creation of connected apps option is toggled to On.
To find that setting, go to Setup >> Quick Find: External Client Apps >> Settings. Follow the screenshots below:
If the setting above has already been enabled previously, select the New Connected App button. Under the Basic Information section, input the following information into the corresponding fields:
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Connected App Name - For example, CaseCloud Secured Login Integration.
- Using your keyboard, tab down to the next field.
- API Name - This will auto-populate based on the information entered into the field above.
- Contact Email - Input your email here.
Under the API (Enable OAuth Settings) section, enable the Enable OAuth Settings checkbox and input the following information into the corresponding fields:
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Callback URL - Enter your Salesforce My Domain URL; it should be entered in the following format:
https://[my domain URL]
š§ For more information on locating your My Domain URL, go to: Setup >> in the Quick Find input: My Domain >> select My Domain and look at image A below.
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Selected OAuth Scopes - Add the following scopes:
- Access the identity URL service (id, profile, email, address, phone)
- Full access (full)
- Perform requests at any time (refresh_token, offline_access)
Once the Save button is selected, you will see the screen below. Click on the Continue button.
On the page that opens, select the Manage button and then (on the next page) select the Edit Policies button.
Under the OAuth Policies section, select All users may self-authorize from the Permitted Users list and then select the Save button.
Navigate to the App Manager and locate the newly created connected app in the list. On the far right, click on the drop-down menu and select the View row action.
Under the API (Enable OAuth Settings) section, click on the Manage Consumer Details button.
Copy/Paste the Consumer Key and Consumer Secret in a text file, which will be used in the next step. Once done, select the Cancel button.
To create an Auth. Provider in Salesforce, navigate to Setup | Settings | Identity | Auth. Providers and select the New button. Input the following information into the corresponding fields:
- Provider Type - Salesforce
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Name - For example, CaseCloud Secured Login Provider.
- Using your keyboard, tab down to the next field.
- URL Suffix - This will auto-populate based on the input entered into the field above.
- Consumer Key - Enter the Consumer Key from the previous step.
- Consumer Secret - Enter the Consumer Secret from the previous step.
- Default Scope - Enter the refresh_token full in this field.
Select the Save button, and on the next page, scroll down to the Salesforce Configuration section and copy/paste the Callback URL value into a text file.
Navigate back to the App Manager menu and select Edit on the Connected App created. Update the Callback URL by pasting the value from above. Once you select the Save button, you will see the screen below. Click on the Continue button.
To create the Named Credential in Salesforce, navigate to Setup | Settings | Security | Named Credentials and select the New Legacy from the button menu. Input the following information into the corresponding fields:
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Label - For example, CaseCloud Secured Login Named Credential.
- Using your keyboard, tab down to the next field.
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Name - This will auto-populate based on the information entered into the field above.
ā ļø Copy/Paste the Name to a text file; you will need to enter it for the Named Credential API Name in the next step.
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URL - Enter your Salesforce My Domain URL; it should be entered in the following format:
https://[my domain url] - Identity Type - Named Principal
- Authentication Protocol - OAuth 2.0
- Authentication Provider - Search and select the Auth. Provider created in Step 2.
- Scope - Enter refresh_token full in this field.
- Start Authentication Flow on Save - Check
- Generate Authorization Header - Check
- Allow Merge Fields in HTTP Header - Check
Select the Save button to continue.
To set up the AdvoLogix Global Configuration, navigate to Setup >> Platform Tools >> Custom Code >> Custom Metadata Types.
Click on the Manage Records action link to the left of the AdvoLogix Global Configurations label.
Click on the Edit action link to the left of the My Org Named Credential label.
Enter the Named Credential API Name from the Named Credential created in Step 3 and select the Save button.