Set up a connection to Certinia with refresh token authentication

A. Set up a Certinia connection

Start establishing a connection to Certinia in either of the following ways:

• From the Resources menu, select Connections. Then, click + Create connection at the top right.
      – or –
• While working in a new or existing integration, you can add an application to a flow simply by clicking Add source or Add destination.

In the resulting Application list, click Certinia.

The Create connection pane then asks you to name the new connection.

Be sure to provide a clear and distinguishable Name as soon as the connection is created. Throughout integrator.io imports and exports, you will have the option to choose this new connection, and a unique identifier will prove helpful later when selecting among a list of connections that you’ve created.

Click Next to configure the connection.

B. Specify Certinia account information

At this point, you’re presented with the required settings for Certinia authentication.

Account type (required): Select one of the following, depending on the account you’re connecting to:

• Sandbox
• Production

OAuth 2.0 flow type (required): Select Refresh token for web applications where server-side code needs to interact with Force.com APIs on the user’s behalf. (JWT bearer token is treated separately.)

C. Edit advanced Certinia settings

Before continuing, you have the opportunity to provide additional configuration information, if needed, for the Certinia connection.

Borrow concurrency from (optional): Select another connection from the list....

Concurrency level (optional): Up to 25 allowed....

D. Save and authorize

Once you have configured the Certinia connection, you have a couple options for continuing:

• Save & authorize – click this button to test the connection, commit the new connection so that it will be available to all integrations for your account (and applied to the current source or destination app, if you created it within a flow)
• Cancel – click to exit without saving any new changes

When you select Save & authorize, you are presented with a Salesforce logon in a new browser window. Log in with your Certinia account credentials.

If you’ve logged in successfully, the browser window closes and the new connection is now successfully added to your account. It will be applied to the current source or destination app, if you created it within a flow. Otherwise, you may proceed to register the connection with an integration.