Learn how to configure Reltio Integration for Salesforce to use certificate-based authentication.

1. Open the Reltio SFDC Integration setup page:
   1. From the Salesforce App Launcher toolbar, select Setup.

      

   2. In the Setup page navigation panel, select PLATFORM TOOLS > Apps > Connected Apps > Manage Connected Apps.
   3. In the Setup Manage Connected Apps page, select Reltio SFDC Integration.
2. In the Setup page, specify the authentication details:
   1. In the Connected App Detail section, select Edit Policies.
   2. In the OAuth Policies section, change the value in the Permitted Users field to Admin approved users are pre-authorized.
   3. Select Save.
3. Back in the Setup page, specify the profile for the service user:
   1. In the Profiles section, select Manage Profiles.
   2. Select the check box for the profile you want to use for the Reltio Integration for Salesforce service user, for example, System Administrator.
   3. Select Save.
4. Sign in to the Reltio Integration for Salesforce:
   1. In the Salesforce App Launcher, open the Reltio Integration for Salesforce app.
   2. On the Reltio Integration for Salesforce menu bar, select the Reltio Control Panel tab, which opens the app on the Configuration page.

   3. In the Reltio Credentials tab, enter your Reltio Cloud information and select Verify:

      • Reltio tenant ID

      • Reltio tenant environment

      • Reltio username

      • Reltio password

      • Save my credentials

      

   4. In the Salesforce Credentials tab, provide your Salesforce service user credentials and select Verify:

      • Certificate Based Authentication: Select this checkbox

      • Username

      • Login URL

      • Save my credentials