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Description

Authentication and Settings covers the configuration of Named Credentials, permission sets, and API access required to connect SimpleT AI Components to your Salesforce org. It includes token setup, organization ID configuration, and user permission assignments.

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Setup Auth Token and OrgId

  1. Read the documentation for detailed instructions on generating a token.
  2. After generating the token, set it up in Salesforce.
  3. In Salesforce Setup, search for Named Credentials in the Quick Find bar.
  4. Go to the External Credentials tab and open the SimpleTranslateComponent record.
  5. In the Principals section, click Edit on the Token record.
  6. Add an Authentication Parameter with the name "Token" and the value of the previously created token.
  7. Under Custom Headers, change the Org-Id value to match the value from your SimpleT Organization.

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Setup Salesforce Permissions:

  1. Search for Permission Sets in Salesforce Setup.

  2. Clone the ST_User permission set and open the clone.

  3. Click on External Credential Principal Access.

  4. Click Edit and add SimpleTranslateComponent - Token to the Enabled section.

  5. Click Save to grant users assigned to this permission set access to the token and related metadata.

  6. Assign system permission:

    1. Click System Permissions on the permission set overview page

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    b. Click Edit and add the API Enabled permission

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    c. Click Save to grant users API access

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  7. Assign object permission:

    1. Click Object Settings

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    b. Open the User External Credentials permission

    c. Click Edit and check the Read checkbox

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    d. Click Save to grant users ability to use (but not modify) external credentials

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Quick View

End User Documentation