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How to customize Salesforce Integration to work with V6

How to customize Salesforce Integration to work with V6

Check connection with Clarizen:

Go to the Clarizen Setup page and click ‘Check Clarizen Login’.

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Upon success – you do not need to do anything and the integration works with no change.

 

If you received an error like:

“Connection to Clarizen failed with exception: "IO Exception: Unauthorized endpoint, please check Setup->Security->Remote site settings. endpoint ="  https://api.clarizen.com/v1.0/Clarizen.svc ";

Add the Clarizen new site to Salesforce security as follows: 

1. Add the new API site to “remote security”:

  • Go to [setup]->[ Security Controls]->[ Remote Site Settings]
  • Click ‘New Remote Site’
  • Set Remote Site Name to ‘clarizenApi2’
  • Set Remote Site URL to "  https://api2.clarizen.com "

pic2.png

  • Click Save

2. Add the new APP site to Remote Security:

  • Go to [setup]->[ Security Controls]->[ Remote Site Settings]
  • Click ‘New Remote Site’
  • Set Remote Site Name to ‘clarizenApp2’.
  • Set Remote Site URL to 'https://app2.clarizen.com'
  • Click Save.

3. Set all remote site URLs to 'Active':

active.png

 

4. Ensure that your Login credentials are valid by logging in successfully.

 

 

Clarizen Team Answered

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6 comments

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Anyway, 

It's the time to update for Clarizen V6 : Clarizen-Salesforce Integrations' default setting.

SP/Bt. 이동명. 0 votes
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I'm getting a different error: Connection to Clarizen failed with exception: "Web service callout failed: WebService returned a SOAP Fault: Specified argument was out of the range of valid values. Parameter name: name faultcode=a:InternalServiceFault faultactor="

vic tsushima 0 votes