Configure S4S Personalization Client Certificate

Overview

The S4S Personalization web service is able to be configured to use client side certificates for the callouts from Salesforce. 

Create Certificate in Salesforce

To create a certificate in Salesforce

• Setup » Administer » Security Controls » Certificate and Key Management (Salesforce Classic)
• Setup » Settings » Security » Certificate and Key Management (Lightning)

• Click Create Self-Signed Certificate
• Enter the name for the certificate

• Click Save

• Click Download Certificate. This will download the certificate as a crt file

Configure IIS to Use Salesforce Certificate

To install the certificate onto the IIS server

• Right click on the crt file and select Install Certificate

• Select Local Machine and click Next

• Select Place all certificates in the following store, select Trusted Root Certificate Authorities and click Next

• Click Finish

Configure S4S Personalization Package

The package needs to be configured to use the certificate.

• Setup » Build » Develop » Custom Settings (Salesforce Classic)
• Setup » Platform Tools » Custom Code » Custom Settings (Lightning)
• Click Manage in front of S4S Personalization Settings

• Enter the certificate name into the Web Service API Key field in the S4S Personalization package custom settings

• Click Save

Next

Using the Personalization Salesforce Package

Steps

• Configure S4S Personalization Web Service API Key
• Configure S4S Personalization Client Certificate