Enable Salesforce Authentication

Prerequisites

• Sign in to AgilePoint NX as a Tenant Administrator.

How to Start

1. Click Settings.

   
   
   

2. Click Admin Settings.

   
   
   

Procedure

1. On the admin settings screen, in the Supported Authentications, click Salesforce.

   
   
   

2. (Optional) In Auto sync user profile on successful login field, select Yes to synchronize the users in your AgilePoint NX environment with a third-party service.

   These users can sign in to AgilePoint NX with their third-party service credentials.

   Auto Sync is disabled in development environments. For more information, refer to Why Can I Not Turn On Auto Sync for Third-Party Authentication in a Development Environment?.

3. (Optional) In the Sync user email IDs field, select Yes to synchronize the users' e-mail IDs in your AgilePoint NX environment with a third-party service.
4. On the Enable Salesforce Authentication screen, click Ok.
5. On the Salesforce login screen, enter your Salesforce account user name and password.

   
   
   

6. On the Allow Permission screen, click Allow.