1. Go to Setup, then type in Named Credentials to the Quick Find box and select it.

  2. First create some External Credentials by navigating to that tab and clicking New on the right hand side.

    External Credentials

  3. Fill in the following External Credential fields in the modal with these specifications:

    Field Specification
    Label Tooling API Authentication
    Name Tooling_API_Authentication
    Authentication Protocol OAuth 2.0
    Authentication Flow Type Select Browser Flow
    Authentication Provider Select LEDQ Tooling API

    New External Credentials modal

  4. Click Save.

  5. Scroll to Permission Set Mappings and click New to create a permission set mapping for this external credential with the following specifications:

    Field Specification
    Permission Set EDQ Admin
    Sequence Number Assign a sequence number. A sequence number specifies the order of principals to apply when a user participates in more than one principal. For example, a user could be part of multiple permission sets that are applicable for a credential provider. Priority is from lower to higher numbers. If unsure, just use 1.
    Identity Type Choose either Named Principal or Per-User Principal. You can set up each external credential to use an org-wide named principal or per-user authentication. A named principal applies the same credential or authentication configuration for the entire org, while per-user authentication provides access control at the individual user level. We recommend Named Principal.

    Create Permission Set Mapping

  6. Click Save to save the permission set.

  7. If you followed the steps earlier on the assigning permissions page and created a custom Permission Set called EDQ User External Credentials then you should create a second Permission Set Mapping for this with a Sequence Number of 2 and the same Identity Type of Named Principal. If you configured things differently based on your own org setup, then add the relevant Permission Set here instead.

  8. If you've set the Identity Type as Named Principal for both Permission Sets as suggested, then under Actions for each mapping you just created choose Authenticate.

  9. You will then log in and and agree to allow Experian LEDQ the access it requires. If authentication is successful you will be redirected back to the External Credentials page and the mapping will have an Authentication Status of Configured.

  10. Repeat this for the second Permission Set Mapping and you should end up with the following:

    Permission Set Mappings

  11. Now create some Named Credentials by navigating back to the Named Credentials page and clicking New on the right hand side.

    New Named Credentials

  12. Fill in the following Named Credential fields in the modal with these specifications:

    Field Specification
    Label Tooling API Layouts
    Name Tooling_API_Layouts
    URL Use just the protocol and domain portion of the Callback URL provided from the Auth. Provider detail screen. Copy only up until the first / after the domain, e.g. https://example-domain.my.salesforce.com
    External Credential Select Tooling API Authentication
    Managed Package Access
    Allowed Namespaces TExperianLEDQ
  13. Click Save.