AdvoLogix Matter Management

Setup Secured Login Sessions for Focus Matters

Updated

Setting up of secured login session for Focus Matters is an optional configuration for users and not everyone requires this setup. Organizations frequently encountering errors while using Focus Matters based filtering within AdvoLogix lightning components are encouraged to setup secured login session.

With secured login session configuration enabled in your organization, the users will need to authorize themselves to utilize Focus Matters related features within AdvoLogix provided Lightning Components, such as, Focus Matters, Matter Calendar, Gantt, Billing Preview.

1. Step 1: Create a Connected App

To create Connected App in Salesforce, do the following:

  1. Navigate to Setup | Apps | App Manager and click New Connected App button.
  2. Under Basic Information, fill following fields:
    1. Connected App Name - For example, AdvoLogix Secured Login Integration.
    2. Contact Email
  3. Under API (Enable OAuth Settings) section, enable the Enable OAuth Settings checkbox and fill the following fields:
    1. Callback URL: Enter your Salesforce My Domain URL, it should be entered in the format of https://[salesforce my domain url]
    2. Selected OAuth Scopes: Select following scopes and click Add
      • Access the identity URL service (id, profile, email, address, phone) 
      • Full access (full)
      • Perform requests at any time (refresh_token, offline_access)
  4. Click the Save button to save the new Connected App.
  5. On the page that opens, click the Manage button and then click Edit Policies button.
  6. Under OAuth Policies section, select All users may self-authorize in the Permitted Users list, and then click the Save button.
  7. Go back to the App Manager, and click the View row action from the Connected App that you just created.
  8. Scroll down to the API (Enable OAuth Settings) section, and note down the Consumer Key and Consumer Secret, which will be used for the configuration later on in this article.
2. Step 2: Create Auth. Provider

To create Auth. Provider in Salesforce, do the following:

  1. Navigate to Setup | Identity | Auth. Providers and click New button.
  2. Select Provider Type as Salesforce and fill following fields:
    1. Name - For example, AdvoLogix Secured Login Provider.
    2. Consumer Key - Enter the Consumer Key generated for the new Connected App created under Step 1 (j).
    3. Consumer Secret - Enter the Consumer Secret generated for the new Connected App created under Step 1 (j).
    4. Default Scope - Enter refresh_token full in this field.
  3. Click the Save button to save the new Auth. Provider.
  4. On the page that opens, scroll down to the Salesforce Configuration section, and note down the Callback URL value.
  5. Go back to and Edit the Connected App created in Step 1 and update the Callback URL to the value noted from Step 2 (d).
3. Step 3: Create Named Credential

To create Named Credential in Salesforce, do the following:

  1. Navigate to Setup | Security | Named Credentials and click New Named Credential button.
  2. On the page that opens fill the following fields:
    1. Label - For example, AdvoLogix Secured Login Named Credential.
    2. Name - This will be auto generated.
    3. URL - Enter your Salesforce My Domain URL, it should be entered in the format of https://[salesforce my domain url] 
    4. Identity Type - Select Per User value here.
    5. Authentication Protocol - Select OAuth 2.0 as value here.
    6. Authentication Provider - Search and select the Auth. Provider created in Step 2 above.
    7. Scope - Enter refresh_token full in this field.
    8. Start Authentication Flow on Save - Uncheck this checkbox.
    9. Generate Authorization Header - Enable this checkbox.
    10. Allow Merge Fields in HTTP Header - Enable this checkbox.
  3. Click the Save button to save the Named Credential.
4. Step 4: Update AdvoLogix Global Configuration

To setup AdvoLogix Global Configuration, do the following:

  1. Navigate to Setup | Custom Code | Custom Metadata Types | AdvoLogix Global Configurations.
  2. Click the Manage AdvoLogix Global Configurations button.
  3. On the screen that opens, click Edit action link for the My Org Named Credential.
  4. Enter the Named Credential API Name from the new Named Credential created under Step 3 (b) (ii).
  5. Click the Save button to save the AdvoLogix Global Configuration.


5. Step 5: Authorize Users To Use Secured Login

This steps must be completed by users of your organization themselves.

From Profile Menu above Navigation Menu, do the following:

  1. Navigate to your Settings | My Personal Information | Authentication Settings for External Systems and click the New button and fill following fields:
    1. External System Definition - Select Named Credential as value.
    2. Named Credential - Select the Named Credential that has been created as part of Step 3.
    3. User - Select the current logged in user.
    4. Authentication Protocol - Select OAuth 2.0 as value.
    5. Authentication Provider - If not selected already, select the Auth. Provider that has been created as part of Step 2.
    6. Start Authentication Flow on Save - Enable this checkbox.
  2. Click the Save button.
  3. User will be redirected to Salesforce Login screen and need to enter the login credentials to login to the organization using secured login.
  4. On the screen that opens, click Allow button to allow access to the organization using secured login session.
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