Add the Certinia Connector
Authenticate to Certinia
After you add the connector, you need to set the required properties. supports authenticating to in several ways. Select your authentication method below to proceed to the relevant section that contains the authentication details.- Basic
- OAuth (default)
- OAuth Client
- OAuth Password
- OAuth JWT
- OAuth PKCE
- OneLogin
- PingFederate
- OKTA
- Active Directory Federation Services
- Azure Active Directory
Basic
To connect with user credentials and a security token, specify the following settings:- Auth Scheme: Select Basic.
- User: Enter the username that you use to authenticate to your account.
- Password: Enter the password that you use to authenticate to your account.
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(Optional) Security Token: Enter the security token for your account. If you do not know your security token, you can reset it as follows:
- Open your personal information page on the https://www.salesforce.com/ website.
- Click the link to reset your security token. The token will be emailed to you.
OAuth
OAuth Client
To connect with an OAuth client, specify these settings:- Auth Scheme: Select OAuthClient.
- OAuth Client Id: Enter the client Id that you were assigned when you registered your application with an OAuth authorization server.
- OAuth Client Secret: Enter the client secret that you were assigned when you registered your application with an OAuth authorization server.
OAuth Password
To connect with OAuth credentials, specify the following settings:- Auth Scheme: Select OAuthPassword.
- User: Enter the username that you use to authenticate to your account.
- Password: Enter the password that you use to authenticate to your account.
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Security Token: Enter the security token for your account. If you do not know your security token, you can reset it as follows:
- Open your personal information page on the https://certinia.com/ website.
- Click the link to reset your security token. The token will be emailed to you.
OAuth JWT
OAuth PKCE
OneLogin
To connect with single sign-on (SSO) via OneLogin, specify the following settings:- Auth Scheme: Select OneLogin.
- User: Enter the username for your account.
- Password: Enter the password for your account.
- SSO Properties: Enter a semicolon-separated list of the single sign-on (SSO) properties that you want to use (for example, SSOProperty1=Value1;SSOProperty2=Value2;…).
- SSO Exchange URL: Enter the OAuth 2.0 token endpoint for the identity provider (for example, https://MyOrganization.My.Acct.com/services/oauth2/token).
PingFederate
Okta
Active Directory Federation Services
Azure Active Directory
To connect with single sign-on via AzureAD, specify the following settings:- Auth Scheme: Select AzureAD.
- SSO Properties: Enter a semicolon-separated list of the single sign-on (SSO) properties that you want to use (for example, SSOProperty1=Value1;SSOProperty2=Value2;…).
- SSO Exchange URL: Enter the OAuth 2.0 token endpoint for the identity provider (for example, https://MyOrganization.My.Acct.com/services/oauth2/token).
- OAuth Client Id: Enter the client Id that you were assigned when you registered your application with an OAuth authorization server.
- OAuth Client Secret: Enter the client secret that you were assigned when you registered your application with an OAuth authorization server.
This configuration requires two separate Azure Active Directory applications:
- the application that you use for single sign-on.
- a custom OAuth application with user_impersonation permission set on the application. (For details, see Creating a Custom OAuth App.)
Complete Your Connection
To complete your connection:-
Specify the following properties:
- (Optional) API Version: Enter your API version. The default version is 62.0.
- (Optional) Login URL: Enter your login URL for .
- Use Sandbox: Select whether you want to enable the sandbox. By default, the Enable checkbox is not selected.
- Define advanced connection settings on the Advanced tab. (In most cases, though, you should not need these settings.)
- Connect to to connect to your account.
- Click Create & Test to create your connection.