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Challenge:
You are planning to use ADvendio Connect features and our integrations to Third Party Systems, in order to automate your business flows and be more efficentefficient.
Now you are looking on 're learning how to setup set up the and use ADvendio features and start using it?.
Or the configuration is already done and now you want to start using our features, but instead receive a message like this:
Please click the following link to authorize ADvendio and securely delegate access to manage your data using OAuth.
authorize ADvendio
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What does this mean? And which steps do you have to undertake in order to use ADvendios integration features?
Solution:
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This message does not indicate a problem. |
But as a Salesforce user, you need to grant access to ADvendio Gateway to access your data and our integration features to work.
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To authorize ADvendio is simple. In the message shown to you, there is a link: ‘authorize ADvendio’‘authorize ADvendio’
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Once you click that, a new window opens.
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Click the blue allow button to finalize the process.
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Now everything is done You have completed all the necessary steps and you can start to use our integration features!
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In some cases the authorization process might require you need to log in again with your Salesforce Credentials, please do this in order to finish. |
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On the following page, you see all Users that are currently using the ADvendio connections. Simply click the revoke button on the right, to remove a user from the list. This user then can not use the ADvendio Connect features anymore and needs to authorize ADvendio again.
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This whole process does not require any specific setup.
But you might want to decide which users can access the ADvendio Connect features and automatically do the Authentication Process for these users, so that they are not required to go through these steps.
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Use Custom Permission instead of letting Users self-authorize
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Please keep in mind, you can only have one way for users to authenticate ADvendio. Either self-authorization or assigning via permissions. |
Instead of letting users handle the authentication themselves, you can predefine permissions, for who has access and who has no access to the Connected App and all related features. This can be done as part of the Profiles & Permission Sets.
Change the ADvendio connected app settings
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Go to the Salesforce Setup and look for the ‘Manage Connected Apps’ section.
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Click the ‘Edit’ button next to the connected app called: ADvendio Connector.
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You will
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be directed to a setup page
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where you can see a list of permitted users. Select the option ‘Admin approved users are pre-
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authorized
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This now changed the ADvendio connection, so that users won’t authorize themselves, but the Admin chooses which users are authorized. |
Assign ADvendio Connected App permissions
Next The next step is to assign grant access permissions to the required users for the ADvendio-connected app. This can be done via achieved through Permission Sets or User Profiles.
As an example, we show demonstrate here , how it is done for permission sets.how to perform the process for Permission Sets:
When editing your permission set, open ‘Assigned Connected Apps’
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Now you see a list of all Connected Apps. Select ADvendio and
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Move ADvendio from the left list to the right list to enable it for the permission set.
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Continue to save the permission set and assign it to the users,
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who need to access ADvendio connect.
App_ACCESS_DENIED Error
If you activate the Admin authorization as described above, some users might receive the following error message:
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This means, that the user does not have the required permission to use the connected app ADvendio. Please check your Profile and Permission Set settings.
ADvendio Connected Apps
When reviewing the setup, you might see there are two connected apps:
ADvendio
ADvendio Connector
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Starting Version 2.169, ADvendio Connector will be the app to use. The legacy ADvendio Connected App will be deprecated and not relevant anymore. You can proceed to click Uninstall, to remove it from your Org. |
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