Introduction to SFDC

It is recommended to be familiar with SFDC prior to the setup with Trax.

For more information view https://help.salesforce.com/s/articleView?id=sf.sso_sfdc_idp_parent.htm&type=5

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Prerequisites 

1. SFDC must be implemented at the client's side

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Trax Authentication Configuration

1. Create Trax application on SFDC:
   The following data is required to be configured when creating the Trax application in SFDC
   
   
   
   
   
   
   
   
   
   
   
   
   
   
    

2. Once the Trax application is created, the following will be provided by the client: 

   • Consumer key​

   • Consumer secret

3. The client will provide a test user that Trax will use to test the connection

4. When all tests are successful, the authentication setup is completed

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