Update the Active Configuration Profile (Clicks)
- Nickolette De Clerck
- Abraham Lloyd
- Mehmet Orun
This section captures the configuration instructions for updating Cuneiform® for CRM’s configuration profile, including the connected app and self-signed certificate identification properties.
APPLIES TO | CUNEIFORM FOR CRM FIELD AND DATA MANAGEMENT
Update the Cuneiform for CRM Active Configuration Profile
FIVE MINUTEs
The configuration profile provides Salesforce Admins with a secure way to customize the configuration of Cuneiform for CRM. These properties are only available via Salesforce Setup and aren’t exposed to end-users as part of the application experience. In this section, you’ll retrieve and apply the necessary properties to update the Cuneiform for CRM configuration profile.
What is a Configuration Profile?
Cuneiform for CRM manages runtime configuration settings via custom metadata called configuration profiles. Configuration profiles contain customer-facing configurable values that inform Cuneiform for CRM about its configuration within the Salesforce org.
The configuration profile provides Salesforce Admins with a secure way to customize the configuration of Cuneiform for CRM. These properties are only available via Salesforce setup and are not exposed to end-users as part of the application experience.
This guide section will walk you through retrieving the three properties we’ll update in the configuration profile: your self-signed certificate’s unique name, the connected app’s label, and the connected app’s consumer key.
Collect the Configuration Profile Properties
Retrieve the configuration properties that will enable your Cuneiform® for CRM configuration.
Use this guide to walk through retrieving the Certificate API Name, Connected App Label, and Connected App Consumer Key values that Cuneiform for CRM requires to perform profiling.
Applying Application Properties to the Configuration Profile
Apply the configuration properties enabling your Cuneiform® for CRM configuration to the active Configuration Profile.
Use this guide to walk through applying the Certificate API Name, Connected App Label, and Connected App Consumer Key values to the active Configuration Profile.
If you’re not a fan of manual configuration – consider using our Apex Script configuration scripts. These scripts reduce configuration and setup time to under five (5) minutes. You’re in a perfect place to use our scripts – why don’t you give them a try?