Create a New Integration Instance

Create a new integration instance

1. Click the 'Configurations' option from the navigation panel.

2. Click the 'Integrations' option.

3. The 'Integrations' page is displayed for you to make the necessary changes.

4. Click theicon from the grid header.

5. The 'Add' integration instance screen will appear to add the "Client ID" and the "Validity Period". See the table below for the field descriptions.

6. Click the "Save" button.

Add Client Secret
Fields	Description
Client ID	Field to specify the client ID (application name) to be integrated, i.e. SalesforseApp.
Validity Period	Select a validity period for the client secret. The user has the option to select from the pre-defined validity periods or define a custom validity period. The recommended validity period is 180 days (6 months). When the user selects the Custom option, the "Valid From" and the "Valid To" fields appear. The user can click on the calender icon next to the these fields and define a custom date for these fields.
Active	Tick this check box to make this client secret active. Inactive client secrets can not be used in integrations.

1. Client secret values can not be viewed, except for immediately after creation. Make sure to save the client secret before leaving the page.