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Set Up and Maintain Your Salesforce Organization
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          Resources for Named Credentials

          Resources for Named Credentials

          Learn about considerations, troubleshooting tips, and more so that named credentials work the way you intend.

          Required Editions

          Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience
          Available in: all editions
          • Considerations for Named Credentials
            Keep these considerations in mind when configuring or working with named credentials.
          • Troubleshooting for Named Credentials
            Review the potential causes and troubleshooting steps for common issues that you can encounter when you set up or use named credentials.
          • Understand the Authentication Status for External Credentials
            The Authentication Status field tells you when you’ve completed all of the required steps to configure an external credential. If your external credential shows a Not Configured status, there’s more work to do before you can use your external credential to make authenticated callouts with a named credential. Learn how to reach a Configured status for each authentication protocol.
          • Permission Concepts for User External Credentials
            As a Salesforce admin, you must pay careful attention to security and permissions settings in your org. We recommend that you limit data access to the lowest level possible, while still allowing everyone to do their jobs. This strategy is known as the principle of least privilege. Whether you enable user external credentials via permission sets or profiles, follow this guidance to grant the appropriate access for each authentication protocol.
          • Understand Legacy Named Credentials
            A legacy named credential specifies the URL of a callout endpoint and its required authentication parameters in one definition. Legacy named credentials are deprecated and are unsupported in future releases.
           
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