Rev Supports OpenID connect for Single Sign on using OPenID providers such as salesforce
To deploy Salesforce singles sign on Rev-
Create the Rev Connected App
Access App Manager under the Apps section, available on the left corner of the Salesforce-developers page
Click on ‘New Connected App’, available on the top right corner.
Enter the name of the ‘Connected App*’
Enter the API name*
*The ‘Connected App’ and API name should be given without any spaces in the middle.Check the box that says ‘Enable OAuth Settings’
Enter the ‘Callback URL’ - {(ReV URL)/(authredirect)/(Provider name)/(workspace name)}
Enter the ‘start URL’ which is the same as your ReV URL
Select ‘OAuth Scopes’ to enable permissions for the connected app. Add the below-mentioned permissions-
A. Access your basic information (id, profile, email, address, phone)
B. Access and manage your data (api)
C. Allow access to your unique identifier(openid)
D. If you want rev to be able to synchronize information offline also, you can choose- Perform request on your behalf at any time(refresh_token, offline_access)Click on ‘Save’
A message will be displayed that will look like this- Allow from 2-10 mins for your changes to take effect on the server before using the connected app.
Click on ‘Continue.’
This will generate a ‘consumer key’ and a ‘Secret Key’. Click on ‘Click to reveal’ to access the generated ‘Secret Key’.
In order to activate the ReV-Salesforce integration, provide the ‘consumer key’ and the ‘Secret Key’ to our customer service by raising a ticket on the Helpdesk. You can visit ReV’s helpdesk - https://scanrev.freshdesk.com
Once the integration is done, the login screen will look like this-
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To test the connection in a sandbox environment, you can Create your Salesforce developer’s account.
Enter your contact information.
Enter a unique username.
Submit the form, and wait for your welcome email.
In the welcome email, click the link to set your password.
Verify your email and access the ‘personalized’ link provided, after confirming your email address. The link will look similar to this- https://(company)-dev-ed.my.salesforce.com.
Salesforce will ask you to change and confirm your password.
Once you have entered your new password, click on ‘change Password’. You'd be signed in to the developer’s account.
