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Salesforce Named Credentials Overview

Salesforce study material

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Girish Wakle
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0% found this document useful (0 votes)
11 views12 pages

Salesforce Named Credentials Overview

Salesforce study material

Uploaded by

Girish Wakle
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd

NAMED CREDENTIALS

Securing your Salesforce


Integration.

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WHAT ARE NAMED
CREDENTIALS?
Named Credentials in Salesforce are a secure
way to manage and store authentication
settings for external systems that you want
to integrate with Salesforce. Instead of
hardcoding usernames, passwords, and
endpoints in your Apex code, Named
Credentials allow you to define these settings
in one place and reference them easily,
ensuring that your integrations are secure
and manageable.

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WHY USE NAMED
CREDENTIALS?
Named Credentials simplify the process of
making callouts to external services. They
abstract away the complexity of managing
authentication details, so you don't have
to worry about handling sensitive
information directly in your code. This
approach not only enhances security but
also makes your code cleaner and easier
to maintain.

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IMPORTANCE OF NAMED
CREDENTIALS:

Security: Keeps authentication details


secure by storing them in a central
location within Salesforce.

Ease of Use: Simplifies callouts by


allowing you to reference the named
credential without dealing with the
specifics of the authentication process.

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IMPORTANCE OF NAMED
CREDENTIALS:
Maintainability: If an endpoint or
authentication method changes, you can
update it in one place without modifying
your Apex code.

Support for Various Authentication


Methods: Named Credentials support
multiple authentication methods,
including basic authentication, OAuth
2.0, and custom authentication headers.

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REFERENCE NAMED
CREDENTIALS IN APEX:

In your Apex code, use the callout


keyword to reference the named
credential directly.

In the above example,


[Link] is the
name of the named credential, and
weatherAPI/[Link] is the specific
API resource you're calling.

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KEY POINTS TO REMEMBER:

Centralized Management: Named


Credentials allow you to manage
endpoints and authentication settings
centrally, reducing the risk of errors and
enhancing security.

Simplified Code: By abstracting the


authentication details, your Apex code
becomes cleaner and easier to read.

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KEY POINTS TO REMEMBER:

Flexible Authentication: Named


Credentials support various
authentication methods, making them
versatile for different integration
scenarios.

Easy Updates: If authentication details


or endpoints change, you can update
the named credential without touching
your Apex code, ensuring seamless
integration continuity.

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