Certinia Connection

See the Connector Marketplace topic. Please request your administrator to start a trial or subscribe to the Premium Certinia connector.

Certinia, earlier known as FinancialForce, manages your professional services team, customers, projects & financials all in one integrated app built native to Salesforce.

This topic describes how to authenticate to Certinia and configure any necessary connection properties in the Certinia connection connector.

Connection Configuration #

Each connection property available in the Certinia connector is explained below.

Connection Name #

The name of the connection to be created should be provided. This is the name that will display on the list of available connections.

Auth Scheme #

The type of authentication to use when connecting to Certinia.

Possible Values:

• Auto: Lets the connector decide automatically based on the other connection properties you have set.

• Basic: Set this to use Basic user / password authentication.

• OAuth: Set this to perform OAuth with the code grant type.

• OAuthPassword: Set this to perform OAuth with the password grant type.

• OneLogin: Set this to perform SSO authentication through OneLogin. All identity providers require the following common connection properties: SSOLoginURL/SSOExchangeUrl.

• PingFederate: Set this to perform SSO authentication through PingFederate. All identity providers require the following common connection properties: SSOLoginURL/SSOExchangeUrl.

• OKTA: Set this to perform SSO authentication through OKTA. All identity providers require the following common connection properties: SSOLoginURL/SSOExchangeUrl.

• ADFS: Set this to perform SSO authentication through ADFS. All identity providers require the following common connection properties: SSOLoginURL/SSOExchangeUrl.

• AzureAD: Set this to perform SSO authentication through AzureAD. Please see the connection property SSOProperties for more information.

User Name #

The Certinia user account used to authenticate.

Password #

The password used to authenticate the user.

Security Token #

The security token used to authenticate access to the Certinia account.

This is only required if your organization is setup to require it. A security token can be obtained by going to your profile information and resetting your security token. If your password is reset, you will also need to reset the security token.

InitiateOAuth #

Set this property to initiate the process to obtain or refresh the OAuth access token when you connect.

Possible Values:

• OFF: Indicates that the OAuth flow will be handled entirely by the user. An OAuth Access Token will be required to authenticate.

• REFRESH: Indicates that the connector will only handle refreshing the OAuth Access Token. The user will never be prompted to authenticate via the browser. The user must handle obtaining the OAuth Access Token and OAuth Refresh Token initially.

Client ID #

The client Id assigned when you register your application with an OAuth authorization server.

Client Secret #

The client secret assigned when you register your application with an OAuth authorization server.

Refresh Token #

The OAuth refresh token for the corresponding OAuth access token.

Access Token #

The access token for connecting using OAuth.

OAuth Grant Type #

The grant type for the OAuth flow.

The following options are available: CODE, PASSWORD.

SSO Login URL #

The identity provider’s login URL.

SSO Properties #

Additional properties required to connect to the identity provider in a semicolon-separated list.

SSO ExchangeUrl #

The URL used for consuming the SAML response and exchanging it for service specific credentials.

The retrieved credentials are the final piece during the SSO connection that are used to communicate with Certinia.

APIVersion #

The version of the FinancialForce API used.

The Certinia API version used by default is 40.0.

Login URL #

URL to the Certinia server used for logging in.

Defaults to https://login.salesforce.com/services/Soap/c/40.0. This should only be changed if your organization uses a custom login endpoint.

Use Sandbox #

A boolean determining if the connection should be made to a Certinia sandbox account.

To connect to a Certinia sandbox account, set UseSandbox as true and append the sandbox name to the end of the user name.

Example: If your user name is “user”, and sandbox name in Certinia is “sandbox”, the specified User should appear as “user.sandbox”.

Add Configuration: Additional properties can be added using this option as key-value pairs.

After entering all the details, click on the TEST button.

If the connection service identification and authentication details are provided correctly, a success message stating “connection available” is generated.

Click on the CREATE button to save the changes.

If the details are incorrect or the server is down, you will get a message “Connection unavailable”.