Prerequisites for Push and SMS Notification

Mobile Applications and Connected Field Service > Go > Go for Administrators > Core Features Configuration for Go > Service Flow Automation > Push Notifications > Prerequisites for Push and SMS Notification

The section provides details about the prerequisites for configuring:

• Push notification

• SMS notification

• Zinc notification

Create Self Signed Digital Certificate

1. From Salesforce setup home search Certificate and Key Management.

2. Create a new self-signed digital certificate or use the existing one. For more information, see Creating Self-Signed Certificate.

3. After the creation of the digital certificate download the certificate.

Create a External Client App

Create External Client Apps to securely integrate external systems with Salesforce by enabling OAuth-based authentication and defining the required access scopes. External Client Apps replace Connected Apps in new orgs, where the creation of Connected Apps is disabled by default.

Existing Connected Apps continue to function and can be deployed to new orgs. This change does not affect editing, installation (through packaging or OAuth installation), or deletion of Connected Apps. For more information, see External Client Apps.

You can create an External Client App in your Salesforce org.

1. Log in to Salesforce with your valid credentials.

2. Navigate to Setup > Apps > External Client Apps > External Client App Manager

3. Click New External Client App.

4. Provide the following details:

Basic Information fields for External Client App.

Field	Description
Fields marked with * are mandatory.
External Client App Name*	Enter a unique name for the External Client App. This name helps administrators identify the app in App Manager.
API Name*	Enter the API name used to reference the app programmatically. By default, the system derives this value from the app name by replacing spaces with underscores. Ensure that the API name is unique and uses • only letters, numbers, and underscores • starts with a letter • does not include spaces • does not end with an underscore • does not contain consecutive underscores
Contact Email*	Enter an email address that Salesforce can use to contact you or your support team if needed. This email address is not shared with Salesforce admins who install the app.
Distribution State*	Select how the external client app is distributed. • Choose Local to develop the app for use only in the current org. • Choose Packaged to develop the app for packaging and distribution.

OAuth Settings for External Client App.

Field	Description
Fields marked with * are mandatory.
Enable OAuth	Select this checkbox to enable OAuth authentication for the external client app. OAuth must be enabled to allow secure, token-based access to Salesforce APIs.
Callback URL	Enter the URL that Salesforce redirects users to after successful authorization. This URL must match the callback URL configured in the client application. You can enter one of the following URLs • Sandbox Org: https://test.salesforce.com/services/oauth2/token • Production Org: https://login.salesforce.com/services/oauth2/token
OAuth Scopes	Select the following scopes from Available OAuth Scopes and move them to Selected OAuth Scopes. • Access the Salesforce API Platform (sfap_ap¡) • Access the identity URL service (id. profile, email, address, phone) Full access (full) • Full access (full) • Manage user data via APIs (api) • Perform requests at any time (refresh_token, offline_access)
Enable JWT Bearer Flow	Upload the self-signed digital certificate

To configure more fields, see Enable an OAuth Plugin.

5. Click Create.

6. Navigate to Setup > Apps > External Client Apps > External Client App Manager

7. Expand OAuth Policies section.

8. Click Consumer Key and Secret.

9. Copy Consumer Key.

Assigning Profiles or Permission Sets

You can assign Profiles or Permission Sets to control which users access an External Client App.

To assign Profiles or Permission Sets:

1. Navigate to Setup > Apps > External Client Apps > External Client App Manager

2. Click Edit Policies from the action menu for the External Client App.

3. Expand OAuth Policies section.

4. Set Permitted Users in the Plugin Policies section toAdmin approved users are pre-authorized to restrict access to the External Client App.

5. Click OK to confirm permitted user policy.

6. Select the required profiles or permission sets from the available section.

7. Add the selected profiles or permission sets to selected section.

8. Select Refresh token is valid until revoked in the App Authorization section.

9. Click Save.

Create Remote Site Settings

From Salesforce Setup Home, search Remote Site Setting.

Create the following two remote site settings:

1. Remote Site Setting1 Name: Any unique name.

2. Remote Site URL1: https://test.salesforce.com based on Sandbox org OR https://login.salesforce.com based on Production org. Use Sandbox or Production URL even if you use a custom URL or My Domain in your Salesforce org.

3. Remote Site Setting2 Name: Any unique name.

4. Remote Site URL2: https://ns.servicemax-api.com (Note: This is the notification URL).

Configuration Settings

Define the following Group Setting: Module: Service Flow Automation; Sub Module: Push Service

Setting ID and Name	Setting Description and Value
SET001 - Publish SFA Notifications	Description: If this setting is True and Service Flow Automation configuration is enabled, Push notifications are sent from Salesforce. Default Value: False Setting Type: Group Recommendation: This setting must be set to True for the Group Profile of the user who is updating the Salesforce record and triggering a notification.

Define the following Global Settings: Module: Service Flow Automation Sub Module: Action Service

Setting ID and Name

Setting Description and Value

SET001 - Enable JWT Token for SFA

Description: Use JWT token for API access for SFA.

Default Value: False

Setting Type: Global

Recommendation: Set this to True.

SET002 - JWT Token End Point for SFA

Description: Token endpoint for JWT bearer token request for SFA. Default Value: https://login.salesforce.com/services/oauth2/token Setting Type: Global Recommendation: Set this to one of the below values based on the type of your org:

• Production Org - https://login.salesforce.com/services/oauth2/token

• Sandbox Org - https://test.salesforce.com/services/oauth2/token

SET003 - JWT Token Certificate Name for SFA

Description: Name of a certificate stored in Certificate and Key management. This will be used for OAuth access in SFA and should be associated with a Connected App configuration.

Default Value: No default value.

Setting Type: Global

Recommendation: Digital Certificate name, Example: JWT_Token

SET004 - Issuer Details for SFA

Description: This is the consumer key for your connected app.

Default Value: NA

Setting Type: Global

Recommendation: Copy the consumer key when you created a connected app. Enter that same consumer key in this setting.

After the creation of a connected app, navigate to Salesforce Setup > Create > Apps. From the Apps page, go to the Connected Apps section and open the connected app. Copy the Consumer Key and enter it in ServiceMax Global setting SET004 (Module: Service Flow Automation, and Sub Module: Action Service). Refer to the settings table below to know more details about this setting.

SET005 - Notification URL for SFA

Description: The push notification payload generated by SFA is sent to the notification URL defined in this setting. This notification is then sent to appropriate users' mobile devices.

Default Value: https://ns.servicemax-api.com/ns/v1/messages/platformDataEvents

Setting Type: Global

Recommendation: https://ns.servicemax-api.com/ns/v1/messages/platformDataEvents

SET006 - SMS URL for SFA

Description: The notification payload generated by SFA is sent to the SMS URL defined in this setting. This notification is then sent to appropriate users' phone numbers.

Default Value: https://ns.servicemax-api.com/ns/v1/sms

Setting Type: Global

Recommendation: https://ns.servicemax-api.com/ns/v1/sms

Use this setting when configuring SMS notifications.

SET007 - Zinc Endpoint for SFA

Description: The message payload generated by SFA is sent to the Zinc endpoint URL defined in this setting. The message is then sent to the appropriate Zinc conversation.

Default Value: https://api.zincit.io

Setting Type: Global

Use this setting when configuring Zinc notifications.

SET008 - Allow Notification service to subscribe to Platform Event

Description: When the setting is set to True, SFA publishes the Platform Event to deliver the Push Notification or send SMS without using the Salesforce Future call.

This method of sending push notifications consumes additional Platform Events and also requires additional configurations. Contact ServiceMax Support.

Default Value: False

Setting Type: Boolean

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