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Quick reference
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Step
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Content
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Tip
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1
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as system administrator: Link Salesforce to CleverReach via Oauth
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2
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as system administrator: provide CleverReach registration
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3
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Authentication for External Systems
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in each user's setup in Salesforce ("My settings" → "personal")
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4
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page layouts for campaign and campaign members; page layout for lead and contact; campaign searchlayout
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5
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optional (for Marketing User)
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6
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Create a CleverReach Account in Salesforce
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in the CleverReach-App (tab): registration/link with the CleverReach User
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7
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Default Values for Mandatory Fields
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in the CleverReach-App (tab)
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8
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Activated Clickjack Protection for Visualforce pages
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Provider type: OpenID Connect
Name: any
URL suffix: any
Consumer key: Client ID from the OAuth app (CleverReach Configuration, Step 3)
Consumer secret: Client Secret from the OAuth app
Authorization endpoint URL: https://rest.cleverreach.com/oauth/authorize.php
Token endpoint URL: https://rest.cleverreach.com/oauth/token.php
Send access token to in header: check
Other Fields: empty/not needed
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Go to Setup | Security | Named Credentials
Select New Legacy from the dropdown on the right side:
Create New Named Credential with following settings:
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In this case, the authentication has to be renewed. To do this, the named credentials are edited: Setup | Settings | Security | Named Credentials (alternatively enter "named credentials" in the Quick Search). There you'll find the named credentials created in step Step 2 from the Salesforce Configuration.
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For the named credentials, click Edit. In the subsequent dialog, make sure that the check mark next to Start Authentication Flow on Save is set.
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