Creating a Salesforce Connected App for Secure API (*Required*)

Creating a connected app for Secure API communication in Consensus SFDC integration - Updated for V11

• Step: 1 Create a custom field at the user object.
  
• From Setup select Object Manager.

• In Quick find type User and select user object.

• Move to the section Fields & relationship and click at add new field.

• Select formula type and click next

• Enter the field label and choose text and click next.

• Insert field: Select ‘Email’ as shown below and click next.

• Make it visible to the profiles which worked with Consensus and click next.
• Add if needed to the layouts and click save.

Step: 2 Create a connected app.

• From Setup, enter App in the Quick Find box, and select App Manager.
• Click New Connected App.
  
• In the Basic Information section enter required fields.
  
  
• In the Web App Settings section:
  1) In the field: “Enable SAML” mark checkbox.
  2) In fields: Entity Id and ACS URL enter values obtained from Consensus.
  2.1) To gather Entity ID go to Consensus-->Settings-->Integrations-->SSO and get value from the field shown below.
  
  
  
  
              2.2) To get ACS URL go to URL from this field in a web browser
  
  
  
  Then get this value.
  
  
  
  For example, https://test.com/sso/auth/signin/1b83c111-8106-4ea2-81f7-1cba4260c70c.
  
  3) In the field: Subject Type choose Custom Attribute.
              3.1) In the Custom Attribute field select the field which we create at Step 1.
  4) In the field: Name ID Format choose urn:oasis:names:tc:SAML:2.0:nameid-format:transient.
  5) In the field: Issuer enter URL your org, for example https://test-dev-ed.my.salesforce.com
  6) In the field: IdP Certificate choose Default IdP Certificate.
  7) In the field: Signing Algorithm for SAML Messages choose SHA1.

• In the Custom Connected App Handler section:
  1) In the field: Apex Plugin Class choose “ConsensusSSOPlugin” class from the package.
  2) In the field: Run As choose your admin/integration user.

• Click Save.
• In the new window click the Manage button.
  
• In the SAML Login Information section
  1) Share the field: Metadata Discovery Endpoint with the Consensus.

2) Get value from the field: IdP-Initiated Login URL (part after your domain, for example /idp/login?app=0sp5w000000TNEE.

• Insert this value on the Consensus SFDC Configuration page in field: IdP login URL

• In the Profiles section click manage profiles
  
  1) Add profiles that will work with the application and click save.