Set Up External Services for Digital Lending—India
Configure external service endpoints and named credentials to integrate with external service providers.
Required Editions
| Available in: Lightning Experience |
| Available in: Professional, Enterprise, and Unlimited Editions |
| User Permissions Needed | |
|---|---|
| To view external credentials and named credentials: | View Setup and Configuration |
| To create, edit, or delete external credentials and named credentials: | Manage Named Credentials OR Customize Application |
| To register an external service: | Customize Application |
Configure an external service and a named credential for the external service providers that you want to integrate with. For example, if you want to use different service providers to verify an applicant’s identity and AML screening, then create an external service and a named credential to authenticate with each external service provider.
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Define an external credential.
Specify an authentication protocol and permission set or profile to use when authenticating to an external service provider. An external credential represents the details of how Salesforce authenticates to an external service provider via an authentication protocol. It also links to a user’s permission set. Before you create a named credential, create one or more external credentials for it to link to. See Define an External Credential and a Named Credential.
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Define a named credential.
Create a named credential to authenticate with the external service providers. A named credential specifies the URL of a callout endpoint, that is, the service you want to access, and its required authentication parameters in one definition. Named credentials connect to external credentials. See Define an External Credential and a Named Credential.
Make sure that you have the OpenAPI endpoint information for the service that you’re registering for. You use the endpoint information to set up a named credential. A named credential is the method External Services uses for authentication.
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Register an external service.
Register the API specification that describes your service provider’s services and methods. The API spec’s schema generates the external service operations with corresponding input and output parameters. The operations imported from your registered schema automatically creates invocable actions. You can then call these invocable actions from the prebuilt integration definitions available with Digital Lending—India. See Register an External Service.
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Give your users permissions to access the registered external service.
- From Setup, in the Quick Find box, enter permission sets, and then select Permission Sets.
- Select the permission set that you cloned from the Digital Lending permission set.
- In the Apps section, select External Credential Principal Access.
- Click Edit.
- From Available External Credential Principals, add the external services that you registered for integrating with external systems for loan-related integrations, to Enabled External Credential Principals.
- Save your changes.
