This chapter explains how to create a connected application in Salesforce and how to configure it so that it connects to your Pricefx instance.
Manual setup is handy if advanced customizations (not available during the standard installation via a package) are needed.
The setup consists of the following high-level steps:
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Setting Up a Connected App in Salesforce with Lightning Component Aura -
Setting Up a Connected App in Salesforce Classic with Visualforce pages -
Setting Up an External Client App in Salesforce with Lightning Component -
Setting Up a Connected App in Salesforce with Visualforce pages -
Configure SAML SSO in Pricefx -
Add Unity App to Opportunity/Account Page in Lightning UI