Providing the Integration Keys and IDs via Salesforce Files

To configure the integration, Sage needs the details you created earlier in the setup process.

Sage People needs:

  • Private Key

  • Integration Key

  • Secret Key

  • Docusign User ID

  • Account Base URI

You now need to upload these items into a Salesforce File within your org. Ensure that:

  • You take them from the Production environment and not the Developer environment

  • You label each ID clearly in the text file. and align them to the correct label. For example, don't align the Integration Key to the User ID

Incorrectly labeled IDs are the most common cause of error. Making sure you label them correctly lets Sage People download the information securely and proceed with the integration efficiently.

Resolution

  1. Open the App Launcher is Salesforce and select Files.

  2. Click Upload Files.

  3. Bulk select both files (private.key and your Notepad file with the Secret Key, User Id, Account Base URI etc). Upload them.

  4. Once you've uploaded both files, find each file in the list. Click the Share option to the right.

  5. Share the file with the Sage People Support user (or however you named it).

  6. Set the access level to Collaborator. This is so our team can download the files.

  7. Click Done.

Let your Sage People contact know you've completed this stage and shared the files.