Post Install Steps

Complete these post-installation steps to enable full Plinqx functionality.

Credential configuration

Plinqx uses standard Salesforce security components for internal OAuth 2.0 authentication:

• External Client Application: Defines the OAuth client credentials.
• Auth Provider: Connects the client credentials to a Salesforce auth flow.
• Named Credential: Stores the authenticated connection.
• Named Principal: Establishes the identity used for API authentication.

These components allow Plinqx to securely deploy configuration data (mappings, transformations, etc.) as Custom Metadata inside your org. This is not for connecting to external systems; it is how Plinqx manages its own configuration using Salesforce security best practices.

Permissions

Assign the correct permission sets after installation: Plinqx Permission Sets