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 Step

Using the Personalization Salesforce Package

Steps