2. Create Named Credential

In this step, you create a Named Credential record that let's Salesforce access the SlapFive API.

NOTE: If you are installing or configuring Version 3.1 or earlier of the SlapFive Salesforce App, skip this step and go to Configure Custom Settings.

Go to Setup > Security > Named Credentials.

In the dropdown menu next to the New button, click New Legacy to create a new Named Credential record.

Create a new Named Credential record

When creating the new record:

• Label: enter SlapFive API.

• Name: will auto-fill with SlapFive_API, do not change it.

• URL: enter the base URL of your SlapFive instance, which is https://your_company_name.slapfive.com.

• Identity Type: select Named Principal.

• Authentication Protocol: select Password Authentication.

• Username: enter slapfive.

• Password: paste your SlapFive API Key. To get this key, log into SlapFive, go into your Client Settings, generate an API key if one doesn't already exist, copy the API Key and paste it in this field.

• Generate Authorization Header: uncheck this field.

• Allow Merge Fields in HTTP Header: check this field.

Click the Save button.