Creating and configuring a new Salesforce app in eperi sEcure Platform

In order to set up the connection between Salesforce and eperi sEcure Platform, it is necessary to create and configure a new Salesforce app in eperi sEcure Platform.

1. In the eperi sEcure Platform Admin Console, select Apps in the main menu.
2. Click + New in the upper right corner:
   
3. In the Create App menu, select Salesforce Reverse Proxy as Type.
   The following configuration screen is displayed:
   
   
4. Determine your Salesforce Instance Subdomain name from your Salesforce org.
   You need this info in order to complete the Salesforce reverse proxy app configuration screen within the eperi sEcure Platform Admin Console.
   1. Log into your Salesforce org (Lightning experience).
   2. In the upper right corner of the initial screen click Setup.
      
   3. Navigate to Company Information in the Setup menu.
      The instance is presented on the page. And the Salesforce Instance Subdomain is <myInstance>.salesforce.com.

      

5. Switch back to the eperi sEcure Platform Admin Console and in the Create App screen, fill out the required fields, as described below:

   Name: Enter a unique app name of your choice such as Salesforce Reverse Proxy App

   Authentication method: Keep the default value None unless you intend to set up an additional level of authentication for your users (see Managing (additional) authentication)

   Show disclaimer page: Keep the default value off unless you intend to activate a disclaimer page before the Salesforce login (see Activating a disclaimer page before Salesforce login (optional))

   For the entries Login Subdomain, Content (Files) Subdomain, Lightning Subdomain, Visualforce Subdomain please refer to: My Domain URL Formats

   Salesforce BCC eMail domain suffix: <myCustomInstance>.le.salesforce.com, e.g. company-dev-ed.le.salesforce.com

   Salesforce mstmass eMail domain: mstmass.<myCustomInstance>, e.g. mstmass.company-dev-ed

   Live Agent Domain: Your custom Live Agent Domain name. This parameter is only required, if you are using the Salesforce Omni-Channel feature. Otherwise, please do not enter anything.

   eperi sEcure Platform hostname: Hostname of your eperi sEcure Platform instance, e. g. secure-salesforce.com.

   Salesforce Consumer Key: The consumer key of the connected app inside your Salesforce org

   Salesforce Consumer Secret: The consumer secret of the connected app inside your Salesforce org

   Service account: The name of your Salesforce service account (An account with admin rights is recommended.). You may use an existing account or create a new one via eperi sEcure Platform, see Creating a technical user in Salesforce.

   Password: The password of your Salesforce service account

   Security Token: Your Salesforce security token

   Salesforce community subdomain: The domain name for Communities in your organization, as displayed in your Salesforce org under Setup > Communities Settings, e.g. myCompany.force.com. If you don't have or need a Salesforce community, please enter No Community into this field. Please enter only No Community, and nothing else. Specifically do not enter something which is also a subdomain for Salesforce like the word "test".

   Lightning action descriptors for generic object processing: Please do not enter anything. Here only something must be entered in consultation with eperi for certain use cases.

   Note: You cannot complete the configuration right now, because the Salesforce Consumer Key and the Salesforce Consumer Secret are still missing. You will get this info at a later step.

   Note: The field Salesforce community subdomain is required, if you plan to tokenize/encrypt a Salesforce Community Site with eperi sEcure Platform. If this is not the case, enter No Community in that field. Please enter only No Community, and nothing else. Specifically do not enter something which is also a subdomain for Salesforce like the word "test". Regarding the configuration for a Salesforce Community please refer to the respective subtopics in the Reference of apps related to Salesforce.
6. Click Submit.