Configure S4S Personalization Client Certificate

Owned by Paul Carter (Deactivated)
Last updated: Oct 28, 2020

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