Remote site and custom settings

The following describes configuring remote site and custom settings in Salesforce. These topics presume you are using the Lightning user interface.

You must complete the following tasks before proceeding to Install Syncplicity Panel.

Remote site settings

  1. Log on as an administrator in Salesforce.
  2. Select Setup, navigate to Quick Find, and locate and select Remote Site Settings.
  3. Click New Remote Site.
  4. In the Remote Site Edit window complete the following fields and click Save:
    • Type any name in the Remote Site Name field. For example, SyncAPI.
    • Type https://sfdc.syncplicity.com/ in the Remote Site URL field.

Custom settings

  1. Select Setup, navigate to Quick Find, and locate and select Schema settings.
  2. Enable Manage list custom settings type.

Related Links