Connected App Digital Signature Setup Guide

APPLIES TO | CUNEIFORM FOR CRM FIELD AND DATA MANAGEMENT

The final steps in our accelerated Apex Script-Driven Configuration are:

• Confirm that the Apex Scripts updated the Active Configuration Profile in your Salesforce Org.

• Manually configure the Connected App to use digital signatures with your self-signed certificate.

The first section of this guide will describe how to view the details of the Active Configuration Profile – and confirm that our Apex Scripts updated it. The second will explain how to apply the self-signed certificate to the Connected App – and enable digital signatures.

Confirm Your Configuration Updates

The last Apex Script in our configuration guidance is responsible for 1) creating the Connected App used by Cuneiform for CRM to securely access Salesforce's Query, Metadata, and Tooling APIs and 2) updating Cuneiform for CRM's Active Configuration Profile with the configuration details for your Salesforce Org.

We’ll open the Active Configuration Profile custom metadata and verify that the Apex Scripts have correctly updated it with the configuration details of your Salesforce org.

Locate and Inspect the Cuneiform for CRM Active Configuration Profile

The Cuneiform for CRM: Active Configuration Profile is managed via Salesforce’s Custom Metadata Types. You can access the profile by searching for custom meta in the Setup quick find menu – and selecting Custom Metadata Types from the navigation menu.

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From within Setup – use the Quick Find to navigate to the Custom Metadata Types display.

Locate the metadata type named Cuneiform: Configuration Profile from the All Custom Metadata Types display. Click the Manage Records link to open the metadata type and inspect its records.

The Active Configuration Profile will be one of the records visible after clicking on the Manage Records Link. We'll open the Production record and inspect its configuration details.

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Use the Manage Records link to open the Metadata Type named Cuneiform: Configuration Profile.

Please locate the Production configuration profile from the Configuration Profiles display. This profile manages the configuration Cuneiform for CRM uses during its operation within your Salesforce Org.

Open the Production configuration profile by clicking on the Production record name link. This will open the record detail display – allowing you to inspect the details of the record.

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Open the Active Configuration Profile record named Production to view the record’s details.

Please navigate to the Connected App section of the Active Configuration Profile’s record detail page and verify that our Apex Scripts have filled in the Connected App properties.

Please note that the Connected App Consumer Key is a unique value across all Salesforce orgs and Connected App instances. We generate this a value for this key from within our Apex Script – and apply it to the Cuneiform for CRM Active Configuration Profile.

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Confirm updates to the Certificate API Name, Connected App Label, and Consumer Key properties.

Confirm that the three Connected App properties were successfully updated. Verify that these updates are accompanied by a Last Modified By entry referencing your Salesforce user and the time that the last Apex Script was executed.

Once you’ve confirmed the Connected App configuration properties were successfully updated – you can now proceeed to the final configuration task: completing the configuration of your Connected App and enabling Cuneiform for CRM to securely access Salesforce REST APIs.

Configure Your Connected App to Use Digital Signatures

Using the quick field menu in Salesforce Setup, please find the App Manager in the navigation menu -- and open it. The App Manager displays both Lightning and Connected Apps in your Salesforce org.

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Use the Quick Find to open the Lightning App Manager from within Setup.

From the App Manager display, locate the Cuneiform for CRM: Connected App in the listing. Applications are listed in alphabetical order. Use the App Type column to differentiate between Connected, Lightning, and Classic applications.

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Locate the Cuneiform for CRM: Connected App record in the App Manager list view.

Once the Cuneiform for CRM: Connected App has been found, use the pull-down menu and select the Edit option to edit the Connected App details.

You’ll need to edit the Connected App to enable digital signatures – and upload the self-signed certificate to the Connected App. We’ll walk through those steps next.

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Select the Edit option from the Cuneiform for CRM: Connected App record’s options menu.

Please scroll down to the API (Enable OAuth Settings) section in the Connected App edit form and find the Use digital signatures checkbox.

We’ll use this checkbox to enable digital signatures for the Connected App – and upload the self-signed certificate to the Connected App.

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Scroll down to locate the Use Digital Signatures checkbox in the Connected App edit form.

Check the checkbox to configure the Connected App to use digital signatures. Clicking the checkbox will expose the Choose File button. We’ll use this button to upload the self-signed certificate.

Click on the Choose File button to launch the file selection modal – and use the modal to find self-signed certificate on your local file system. You’ll need the certificate for the next step in this guide.

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Check the Use Digital Signatures checkbox and click on the Choose File button.

Find the Cuneiform for CRM: Self-Signed Certificate from your local file system and upload it to the Connected App form. The self-signed certificate will have the certificate’s API name as a file name with a .crt extension.

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Select the downloaded copy of the Self Signed Certificate – and click the Open button to upload it.

Verify that the self-signed certificate was successfully uploaded to the Connected App. The Connected App form should update to display a truncated version of the self-signed certificate’s file name.

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Verify the Self-Signed Certificate was successfully uploaded to the Connected App edit form.

Scroll to the top (or bottom) of the Connected App form and click on the Save button to persist the updates. Saving will enable digital signatures for the Connected App using your self-signed certificate.

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Scroll to the top or bottom of the form – and click the Save button to update the Connected App.

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Click the Continue button to reload the Connected App form and review the certificate details.

When the Connected App record detail page reloads – scroll down to the API (Enable OAuth Settings) and find the Digital Certificate property. Verify that a digital certificate is visible, and confirm that the CN property references the self-signed certificate’s API Name.

The API Name for the certificate should be Cuneiform_for_CRM_Self_Signed_Certificate.

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Confirm that the self-signed certificate has been applied to the Connected App.

Verify Your Configuration

To quickly verify your configuration, please search for Cuneiform in the App Launcher – and confirm that the Cuneiform for CRM: Control Panel item appears in the search results.

Open the Control Panel to test your configuration – and verify that you’re ready to profile.

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Search the appLauncher for Cuneiform – and open the Control Panel when it becomes visible.

Opening the Cuneiform for CRM: Control Panel will automatically test your configuration. If your configuration passes the configuration tests, a green banner will congratulate you on successfully configuring Cuneiform for CRM.

The green banner indicates that you’re now ready to profile objects in your Salesforce Org. A red banner, however, indicates that a configuration issue exists. Use our Control Panel Troubleshooting Guide to address configuration issues.

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Confirm that the Cuneiform for CRM: Control Panel verifies your successful configuration.