Configure S4S EXM Client Certificate

Owned by Ashan Wijayawardhane (Deactivated)
Last updated: Nov 04, 2020 by Paul Carter (Deactivated)
2 min read

Overview

The S4S EXM 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 EXM 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 LBPlus Settings

  • Enter the certificate name into the Web Service API Key field in the S4SEXM package custom settings

  • Click Save

Next Step

Congratulations, you have finished installing this module.