How to customize Salesforce Integration to work with V6

Check connection with Clarizen:

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

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 "

• 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':

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