Onboarding a Salesforce application in Britive

Follow these steps to configure Salesforce application in Britive.

1. Login to Britive with administrator privileges.
2. Click on Admin -> Application and Access Profile Management.
3. Click on CREATE APPLICATION from the Tenant Applications page.
4. Click Add (+) sign inline to the Salesforce application on Add Application page.
5. Enter the following values in the Application tab:
   1. Enter the Application Name.
   2. Enter the Application Description, if required.
   3. Select Email in Account Mapping.
6. Click NEXT. The Settings tab is displayed.
7. Click SAVE.
8. Click CREATE ENTITY button.
9. Enter the following details in the Create Environment/Environment Group page:
   1. Select Environment in the Entity Type.
   2. Enter Entity Name.
   3. Enter Entity Description.
   4. Click SAVE.
10. Click on the Settings tab and enter the following details:
    1. Click EDIT to edit the Connection Properties.
    2. Enter the Login URL of Salesforce. 
    3. Enter the email address of the user in Salesforce. The user created using this step: 
    4. Enter the password of the user in Salesforce.
    5. Enter the Security token of the user in Salesforce.
    6. Click SAVE.

    7. Profile Settings: Configure the maximum session duration for profiles. You can select the duration between 15 minutes to 7 calendar days. This allows to setup expiration duration for each profile while creating/updating the profile up to this configured value. If existing profiles are created with more than 12 hours and the above setting is changed, then it cannot be lowered until all profiles are updated with a lower expiration duration.

11. Click SAVE AND TEST.