Create a Salesforce Connector

The Salesforce connector allows SigningHub to connect with Salesforce to authenticate users both at the time of login and at the time of signing. By using this connector, the SigningHub users can authenticate themselves by using their (same) Salesforce account credentials. For this, SigningHub needs to be registered with the Salesforce platform.

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Create a Salesforce connector

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

2. Click the 'Connectors' option.

3. Click theicon from the grid header.

   
4. The 'Add' connector screen will appear to add the connector details. It comprises of two sections, i.e. Basic Information and Details. Specify the basic information and click the button to provide the respective connector details.

5. Click the 'Create' button. A new connector will be saved and displayed in the list. See the table below for field descriptions.

Salesforce Connector
Fields	Description
Name	Specify a unique name for this connector, i.e. My Salesforce. This connector will be used in the configuration of Authentication Profiles.
Provider	Select the provider for this connector, i.e. "Salesforce".
Purpose	This field will display the purpose of the selected provider above, i.e. the purpose of "Salesforce" is "Authentication".
Logo	Select an appropriate image in the jpeg, jpg, gif or png format for the connector's logo that will be displayed on the login screen.
Consumer Key	Specify the registered consumer key that has been provided by Salesforce to connect to the Salesforce server, i.e. "PyIE9KFm068PbsRf0fKaNJS6GwKzP6OIqH2Ek9b53sYySh". See details as how to get the consumer key.
Active	Tick this check box to make this connector active. Inactive connectors cannot be configured in the Authentication Profiles.

1. For example, if your SigningHub site is "https://web.signinghub.com", then the Callback URL for SigningHub will be "https://web.signinghub.com/OAuth/SFCallBack".