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Before you begin, ensure the following prerequisites are met:
Salesfx Configuration
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The fields' values must be filled in within Salesfx (Salesforce). This serves as a single source of truth to be used for ISV Connection details in PlatformManager. This configuration can then be easily updated on the Pricefx partition (Advanced Configuration Options) via PlatformManager (ISV Connection settings > Vendor tab > Resend to Partition button).
Required fields in Salesfx (the Enable Information section):
Enable Channel ID
Enable Base URL
Enable SFTP URL
Enable SFTP Port
Enable SFTP Username
SSO (Single Sign-On)
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SSO must be enabled for both Enable and Pricefx applications, allowing users to seamlessly navigate between the platforms without the need to re-authenticate.
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Note: The integration supports various identity providers (IdPs) such as Okta, Azure AD, and others to manage authentication. |
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