To allow your team to create and send altaFlow documents directly from Salesforce using your existing data, you must first configure their access permissions.
While the custom button initiates the document generation workflow, Salesforce security will block the process unless the proper authorizations are in place. Please complete the following mandatory steps to pre-authorize your users and ensure the integration runs smoothly:
1. Pre-authorize user profiles that will use the package by adding the necessary profiles to a connected application included in the package.
Navigate to Setup and search for Manage Connected Apps.
Find the connected application named JWT Metadata API Auth Provider in the list and click its name to view the details.
In the OAuth Policies section, confirm that Admin approved users are pre-authorized is selected under Permitted Users. If it isn't selected, click Edit Policies, set it to Admin approved users are pre-authorized, and then click the Save button.
Add profiles that will use the package by clicking the Manage Profiles button in the Profiles section. After selecting the appropriate profiles, click Save.
Note: If login IP restrictions are used for users, the admin must add the Salesforce organization’s IP address to the whitelist.
If Salesforce is running on Hyperforce infrastructure, the entire range of IP addresses for the used instance must be added due to the dynamic nature of cloud environments.
🗒 Note: Admin Pre-authorization allows administrators to pre-approve user access to a connected application. This enhances security by strictly controlling access, ensuring only authorized users have the necessary permissions to obtain a Session ID. |
Go to Remote Site Settings. Make sure that the entries named SALESFORCE LOGIN and SALESFORCE LOGIN STAGE are marked as Active. If it is Inactive, click Edit, select the Active checkbox, and click Save.
Your organization is now securely configured, and your users are ready to generate altaFlow documents directly from Salesforce using custom button!