In order to take advantage of the latest integrations features Salentica has built into your CRM, your organization needs to be setup with the newest authentication and security standards. OAuth authentication takes the place of entering specific credentials for Data Broker and increases security between systems.
Where available, Data Broker leverages the industry-standard OAuth 2.0 protocol for authorization of integration services. OAuth stands for Open Authorization protocol and provides users with a safe way to access online services without putting their credentials at risk. OAuth 2.0 enables an application (Data Broker) to access a resource that is controlled by someone else (your firm), as a delegate on your behalf. Delegate access requires tokens, which represent the delegated right of access. Data Broker is allowed access to third-party data without impersonating the user that controls the data. OAuth is frequently used for web applications, desktop applications, mobile phones, and even living room devices. A common example of OAuth you may be familiar with is allowing a website to use your Google or Facebook account to log you in.
In this case, Data Broker is able to access your firm's data at the third-party system, as a delegate on your behalf, without exposing your firm user's account credentials. Instead, tokens are used to grant access to the resource. Tokens are limited in scope, meaning they are granted only certain permissions for certain time frames.
Please follow the instructions below to authenticate your Data Broker instance.
1. Click the Gear Icon on the top right. Click Setup.
2. Search for Installed Packages. Select Installed Packages.
3. Next to Salentica Data Broker, select Configure.
3. Select the Data Mappings button.
4. Select the Credentials button.
5. Click the Authenticate button. You will receive a confirmation of the authentication.