New Named Credentials in Limio for Salesforce Managed Package

LFS version: requires v13.00 or later

In our ongoing effort to enhance security and streamline integration, we've introduced a new type of Named Credentials in our Salesforce managed package. Previously, we relied on legacy Named Credentials for both Limio and Zuora. Now, we've adopted a combination of Named and External Credentials for both services. This change provides greater flexibility and security for our users.

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Enabling new Limio Named Credentials

To start using the updated credentials for Limio, follow these 4 manual setup steps:

1. Update the New Credentials URL

   • Open the limio_new Named Credential.

   • Click Edit and update the URL field with your Limio environment's URL.

   

2. Replace the dummy Auth.Provider with a Valid One

   • In the External Credentials section, click on Limio, it will open a new tab for the Limio External credential page.

   • Click Edit and replace the test_limio Auth.Provider with a valid one for your org.

   • Click Save.
     
     

3. Authenticate

   • Scroll down to the Principals section.

   • Find assisted sales auth with the status Not Configured.

   • Under the Actions column, click Authenticate.

   • Enter your Limio credentials and click Confirm.

   

   When you press Authenticate, you will be redirected to a login page from Limio's Identity Provider (screenshot below). You must use your Limio login, i.e. the login you use to login into the Limio application.

   • 
   • Salesforce will now ask you to confirm External Access. Press 'Confirm'.
     

   
   Note: If you are unsure what your username is, go to your Limio application, click on the Person icon in the top right corner, and click Profile.
   
   
   

4. Enable the New Credentials via Custom Settings

   • Navigate to Setup → Custom Settings.

   • Click Manage next to icConfig.

   • Check the Use new credentials checkbox.

   • Click Save.
     
     
     
     

Enabling new Zuora Named Credentials

To complete the transition to the new Zuora credentials, follow these 3 steps:

1. Navigate to External Credentials and open Zuora.
   
   

2. Add Authentication Parameters

   • Scroll down to the Principals section and click Edit.

   • Add the following two Authentication Parameters. Note: field names are case sensitive!

     • Name: Username 
       Value: [Your Zuora login username]

     • Name: Password
       Value: [Your Zuora login password]
       
       

3. Update Gateway Metadata

   • From Setup navigate to Custom Metadata Types -> ic Assist Config -> Gateways.

   • Update the Named Credential reference from ZuoraRestV2MI to:
     i42as__ZuoraRest_V3

Conclusion

These changes not only improve security but also offer a more robust integration experience for Limio and Zuora users. Please follow the steps outlined to transition smoothly.