What it's about

XCALLY gives the possibility to use Modern Authentication for Email Accounts using Office365 as provider. 

Modern authentication is an umbrella term for a combination of authentication and authorization methods between a client and a server. It includes:

• • Authentication methods: Multi-factor authentication (MFA); smart card authentication; client certificate-based authentication
  • Authorization methods: Microsoft's implementation of Open Authorization (OAuth)
  • Conditional access policies: Mobile Application Management (MAM) and Azure Active Directory (Azure AD) Conditional Access

Very simplistic we can say, that with modern authentication, the client is talking to the service and getting redirected to Azure AD for authentication with the username and password or other methods like MFA.

After successfully authenticated, the client is getting back a security token from Azure AD, which he can then use for authentication against the services he wants to access. So authentication against Azure AD occurs only once and from there the client will using the security tokens.

When creating a new Email Account on XCALLY using Office365 as provider, Modern Authorization is requested. 

In fact, specific data, retrieved by Azure AD, must be inserted on XCALLY. 

How it works

How to set up

To make the Modern Authentication work, the following configurations must be set: 

1. Azure AD application registration
2. Authentication Section
3. Certificates & Secrets section
4. API permission section
5. Cloud Provider Configuration
6. Cloud Provider association with email accounts

• An API user must be created on Salesforce, to whom will be associated fundamental parameters.

 From the section Apps→ Manage Connected Apps, it is possible to check: 

1. 1. Consumer Key (in yellow in the picture)
   2. Consumer Secret (in light blue in the picture)
   3. Security token (in green in the picture)

• ‘Create Audit Fields’ must be enabled in Salesforce:
  1. Go to Setup.
  2. Search User Interface in Quick Find box and select User Interface
  3. Ctrl+F/Command +F with keyword ‘Audit’ to Select the checkbox for Enable “Set Audit Fields upon Record Creation” and “Update Records with Inactive Owners” User Permissions
  4. Click Save.