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How to authenticate the Wordpress Account Engagement Plugin with SSO

게시 일자: Oct 3, 2023
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The WordPress Account Engagement Plugin was created in order to allow users to take advantage of Account Engagement functionality on their WordPress sites without having to use code. In order to install the plugin, you must be a WordPress administrator. You also must be on an Account Engagement edition with API access. Finally, you also must work with a Salesforce Admin to build a connected app and get details for the authentication.

Sometimes the plugin fails authentication, despite entering the correct Consumer Secret, Consumer Key, and Business Unit ID. This error generally occurs when setup steps were taken out of order, or aspects of the setup weren’t completed correctly. The following steps outline the process required to pass authentication, and the correct order. If you’re getting an authentication error despite having entered your authentication details correctly, try starting the process over and following the steps outlined here in order.
솔루션
Step 1: Download the Account Engagement Plugin to WordPress

1) Log into WordPress
2) Navigate to the Plugins section
3) Click "Add New"
4) Search for "Account Engagement"
5) Find the Account Engagement plugin and click the "Install" button
6) After you click install, navigate to the Plugins tab, locate Account Engagement, and click activate. Then click the Account Engagement settings link. You’ll want to keep this tab open as you’re going to come back to it.

Step 2: Configure your Salesforce Connected App

1) In a new tab, log into Salesforce and navigate to the Setup. Search for App Manager in the quick find box.
2) On the top-right corner click ‘New Connected App’.
  • Complete the basic information section. You don’t need to add a logo/icon as this app won’t display in the app launcher.
  • Under the API (Enable OAuth Settings) section you want to make sure you complete the following: Check: Enable OAuth Settings, and Enter your Callback URL. The Callback back URL points users back to the Account Engagement plugin. Navigate back to the tab with the Account Engagement plugin open and copy that URL. It should look something like this: https://[YourWordpressDomainHere]/wp-admin/options-general.php?page=pardot.
4) Under Selected OAuth Scopes please select: “Manage Pardot Services (pardot_api)” and “Perform requests at any time (refresh_token, offline_access)”.5) Check the "Require Secret for Web Server Flow" box.
6) Once you complete this step, click save. Upon saving the new app the consumer key and customer secret will be generated.

Step 3: Complete the information on the Account Engagement Plugin

1) While keeping your Salesforce tab open, navigate back to your WordPress tab with the Account Engagement plugin.
2) Change the authentication type in the dropdown to "Salesforce SSO".
3) Switch back to your Salesforce tab with your new connected app, and you should see your consumer key and customer secret. Copy and paste those values. If for some reason you closed the tab, or someone else created this App for you, you can find them by going to settings > App Manager > Find your app and click view. 
Note: If you click edit you will not see these values, you must click view.
4) Locate your Account Engagement business unit ID. To find the ID, navigate to your Salesforce Setup, search for Account Engagement > Account Engagement Account Setup > then you’ll find the ID value. Enter the value into the WordPress Account Engagement plugin. After you’ve completed all the information, click save settings.
5) Then click authenticate with Salesforce. If you aren’t already logged into your Salesforce org, you are prompted to enter your credentials.
 6) After it successfully authenticates, you will see the authentication status turn green and it should say “Authenticated with Salesforce SSO”. From here you want to select your campaign for tracking code and select save once more. You can come back to this tab at any time and change your Account Engagement campaign.
 
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