> For the complete documentation index, see [llms.txt](https://docs.limio.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.limio.com/integrations/setting-up-limio-for-salesforce/detailed-salesforce-setup/named-credentials-package.md).

# Enabling new Named Credentials

**LFS version**: requires v13.00 or later

In our ongoing effort to enhance security and streamline integration, we've introduced a new type of Named Credentials in our Salesforce managed package. Previously, we relied on legacy Named Credentials for both Limio and Zuora. Now, we've adopted a combination of Named and External Credentials for both services. This change provides greater flexibility and security for our users.

***

## **Enabling new Limio Named Credentials**

To start using the updated credentials for Limio, follow these 4 manual setup steps:

1. **Update the New Credentials URL**
   * Open the **limio\_new** Named Credential.
   * Click **Edit** and update the **URL** field with your Limio environment's URL.<br>

     <figure><img src="/files/HWtnfDLKhzoFxA9votJr" alt=""><figcaption></figcaption></figure>
2. **Replace the dummy Auth.Provider with a Valid One**
   * In the **External Credentials** section, click on **Limio,** it will open a new tab for the Limio External credential page.
   * Click **Edit** and replace the **test\_limio** Auth.Provider with a valid one for your org.
   * Click **Save**.
3. **Authenticate**

   * Scroll down to the **Principals** section.
   * Find **assisted sales auth** with the status **Not Configured**.
   * Under the **Actions** column, click **Authenticate**.
   * Enter your **Limio credentials** and click **Confirm**.<br>

     <figure><img src="/files/KoefPDBhhoHsVKaOvjSo" alt=""><figcaption></figcaption></figure>

   When you press **Authenticate**, you will be redirected to a login page from Limio's Identity Provider (screenshot below). You must use your Limio login, i.e. the login you use to login into the Limio application.\
   ![](/files/bBJhI6m64NMwOqZVYWOK)

   * Salesforce will now ask you to confirm **External Access**. Press 'Confirm'.\
     ![](/files/nA4IE8toPgrlWMoalGC2)

   **Note:** If you are unsure what your username is, go to your Limio application, click on the Person icon in the top right corner, and click Profile.<br>

   <figure><img src="/files/Cdr0dMaaNRD87FZ3XFSq" alt=""><figcaption></figcaption></figure>
4. **Enable the New Credentials via Custom Settings**
   * Navigate to **Setup → Custom Settings**.
   * Click **Manage** next to `icConfig`.
   * Check the **Use new credentials** checkbox.
   * Click **Save**.<br>

     <figure><img src="/files/hY8FdpAndUrVxP3ELm7V" alt=""><figcaption></figcaption></figure>

## Enabling new Zuora Named Credentials

To complete the transition to the new Zuora credentials, follow these 3 steps:

1. **Navigate to External Credentials and open Zuora.**
2. **Add Authentication Parameters**
   * Scroll down to the **Principals** section and click **Edit**.
   * Add the following two **Authentication Parameters**. Note: field names are case sensitive!
     * **Name:** `Username`\
       **Value:** *\[Your Zuora login username]*
     * **Name:** `Password`\
       **Value:** *\[Your Zuora login password]*<br>

       <figure><img src="/files/whPM465bZjJrkPmSTPOD" alt=""><figcaption></figcaption></figure>
3. **Update Gateway Metadata**
   * From Setup navigate to Custom Metadata Types -> ic Assist Config -> Gateways.
   * Update the Named Credential reference from **ZuoraRestV2MI** to:\
     **i42as\_\_ZuoraRest\_V3**

**Conclusion**

These changes not only improve security but also offer a more robust integration experience for Limio and Zuora users. Please follow the steps outlined to transition smoothly.


---

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