In order to take advantage of the latest integration features Salentica has built into your CRM, your organization needs to be set up with the newest authentication and security standards. OAuth authentication takes the place of entering specific credentials for Data Broker and increases security between systems.
What is OAuth Authentication?
Where available, Data Broker/Skyline leverages the industry-standard OAuth 2.0 protocol for authorization of integration services. OAuth stands for Open Authorization Protocol and provides users with a safe way to access online services without putting their credentials at risk. OAuth 2.0 enables an application (Data Broker/Sklyline) to access a resource that is controlled by someone else (your firm), as a delegate on your behalf. Delegate access requires tokens, which represent the delegated right of access. Data Broker/Sklyline is allowed access to third-party data without impersonating the user that controls the data. OAuth is frequently used for web applications, desktop applications, mobile phones, and even living room devices. A common example of OAuth you may be familiar with is allowing a website to use your Google or Facebook account to log you in.
In this case, Data Broker/Skyline is able to access your firm's data at the third-party system, as a delegate on your behalf, without exposing your firm user's account credentials. Instead, tokens are used to grant access to the resource. Tokens are limited in scope, meaning they are granted only certain permissions for certain time frames.
Please follow the instructions below to authenticate your Data Broker/Skyline instance.
Dynamics 365
- In Dynamics, click the gear icon and select Advanced Settings.
- Click the dropdown arrow next to Settings, then select Solutions.
- Double-click SalenticaSkyline.
- Select Data Mappings.
- Select Credentials.
- Select Test Connections. You will receive a notification that the test has passed.
Salesforce
1. Click the Gear Icon on the top right. Click Setup.
2. Search for Installed Packages. Select Installed Packages.
3. Next to Salentica Data Broker, select Configure.
3. Select the Data Mappings button.
4. Select the Credentials button.
5. Click the Authenticate button. You will receive a confirmation of the authentication.
