Create API client and generate security code

Learn how to create an API client and generate the security code.

Ensure all prerequisites are taken care of and that you've started the recipes required for Search before create (SBC). For more information, see topic Enable Search Before Create.

During synchronization, an authorization token is required to call the RIH API endpoints from the Salesforce-Reltio managed package in order to guarantee a secure connection.

To create an API client and generate the security code:

In the Reltio Integration Hub (RIH), select API Platform.
Select Clients > Add new client.
In the Name field, enter SBC MP Client.
Select Create New Access Profile.
In the Name field, enter SBC MP Client Profile.
In the API Collections to Include field, select SFDC-SBC.
In the Authentication Mode field, select Auth Token.
Ensure the Policy field is empty.

CAUTION: Policy configuration is not required for this setup. If a policy is configured, it can restrict API request access based on the defined policy rules.
Select Next.
The API client is created.
Select the API keys tab.
Click Create API key.
Enter a name in the API Key Name field.
Ensure the Allowed IPs and Blocked IPs fields are empty.

CAUTION: IP restrictions are not required for this setup. If values are configured, API access is limited according to the specified IP rules.
Copy the Auth Token (i.e. Security Code) for the SFDC MP configuration.

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Create API client and generate security code

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