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Configure Certificate Credentials

Configure a Credential that references a Salesforce certificate for outbound API calls.

Configure Certificate Credentials

Use a Certificate Credential when the external API requires a client certificate for the outbound request.

The certificate itself is managed in Salesforce Setup. The Credential stores the certificate name Payloads should use when it sends the callout.

Before you start

Create or upload the certificate in Salesforce Setup under Certificate and Key Management.

Copy the certificate's Unique Name from Salesforce. Use the Unique Name, not the label, when configuring the Credential.

Confirm with the external system that the matching public certificate has been registered on their side.

Configure the Credential

Create a Credential from the relevant Integration.

Set Type to Certificate.

Enter the Certificate Name from Salesforce Certificate and Key Management.

Save the Credential.

A Certificate Credential record showing the Salesforce certificate unique name used by outbound requests.

A Certificate Credential references the Salesforce certificate by unique name so Payloads can apply it to outbound callouts.

Attach it to a Payload

  1. Open the Outbound Payload and select HTTP Request in Actions.

  2. Edit Request Settings.

  3. Choose the Credential and save the settings section.

Use the HTTP Request Body, Headers and Parameters sections for request-specific values. Avoid adding a second authentication header or parameter that duplicates the Credential.

Run a controlled request and open the Job’s HTTP Request and HTTP Response Actions to inspect the outcome.

What to check

Before testing, check that:

  • the Certificate Name exactly matches the Salesforce certificate Unique Name

  • the certificate has not expired

  • the external system trusts the matching public certificate

  • the Payload has this Credential selected

  • the endpoint is the environment that expects this certificate

After a test run, open the Job record and check the response status. Certificate trust problems are usually returned by the external system or connection layer before the API processes the request body.

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