Admin settings

External credentials improvements

20R3.1

The External Credentials feature is enhanced to provide more information about the environment that the external credential is linked to. It also provides warnings if you are potentially connecting to the wrong environment; for example, if the credentials connect your Sandbox Network instance to a Production CRM org.

This enhancement is enabled by default in your Network instance.

Testing credentials

Credentials can be stored for several integrations (Settings > External Credentials).

The enhanced details are supported for the following credential types:

  • Salesforce - Details include the Salesforce organization and Integration User.

  • CRM - Org ID - Details include the CRM org and Integration User.

  • Vault - Details include the Vault instance and Integration User.

When you add a credential and click Test Connection, additional details display in a panel.

Example - Warnings

In this example, there are two warnings:

  • The credential is connecting to a Sandbox environment from a Production environment.

  • The credential is potentially connecting to a Salesforce environment that has a different Network instance through the Network Bridge.

You can cancel the connection and correct the credentials or you can choose to connect to the environment

Integrations

This behavior also occurs on the Network Bridge and Veeva Connector configurations when you click Test Connection.

Example - Network Bridge

Click OK to connect or click the x icon to close the dialog and update the credential.

External Credentials list

On the External Credential page, you can see if the credential is linked to a Production or Sandbox Environment. For some credentials, the Environment column is blank because it does not apply to the credential: for example, Nitro FTP credentials.

For existing credentials, this information will display after you save a credential.

Audit

Updates to external credentials are tracked in the System Audit Log.