Embedded Integrations
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Embed Salesforce

Embed Salesforce

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3 mins READ

Overview

Embedding UnifyApps applications in Salesforce lets you place UnifyApps application pages inside Salesforce Lightning pages.

Step-by-Step Instructions

Pre Requisite 1

  • Ensure that “Allow Authorization Code and Credentials Flows” is enabled in OAuth and OpenID Connect Settings.

  • This is required to fetch Salesforce data in UnifyApps

    Salesforce OAuth and OpenID Connect Settings with Allow Authorization Code and Credentials Flows turned on
    Salesforce OAuth and OpenID Connect Settings with Allow Authorization Code and Credentials Flows turned on

Pre-Requisite 2

Enable “Use Lightning Web Security for Lightning web components and Aura components” in Session Settings.

Salesforce Session Settings with Lightning Web Security enabled
Salesforce Session Settings with Lightning Web Security enabled

Step 1: Install UnifyApps

To begin the integration, you must install the UnifyApps package into your Salesforce organization.

Package Details: Version: 1.23

Published Date: Apr 14, 2025

Installation Link: Install UnifyApps Package (v1.23)

Instructions:

  1. Click the link above to open the Salesforce installation screen.

  2. Choose Install for All Users.

  3. Select the checkbox acknowledging that you're installing a non-Salesforce application. Install stays unavailable until you do.

  4. Click Install.

  5. Approve third-party access for Salesforce and click Continue.

  6. Wait a few minutes for the installation to complete.

(Note: The UnifyApps package is currently undergoing the AppExchange approval process and will be available there directly in the coming months.)

  • UnifyApps package install screen with Install for All Users selected
    UnifyApps package install screen with Install for All Users selected
    Approve Third-Party Access dialog during the UnifyApps package install
    Approve Third-Party Access dialog during the UnifyApps package install

Step 2: Configure UnifyApps

  • In Salesforce, Click on App launcher and open UnifyApps Configurations.

  • Enter Domain & Tenant ID

Salesforce App Launcher search opening UnifyApps Configurations
Salesforce App Launcher search opening UnifyApps Configurations

Step 3: Authenticate UnifyApps

  • Go to the setup page under Settings.

  • Search for Auth Providers in setup.

  • Click New to create an Auth. Provider.

    Salesforce Setup search showing Auth. Providers
    Salesforce Setup search showing Auth. Providers

  • Choose UnifyAppsAuthProvider as Provider Type. 

  • Keep Name & URL Suffix as unifyapps.

  • Choose an admin from your SF org for Execute Registration As Field.

  • Click on Save Button

    Auth. Provider form with UnifyAppsAuthProvider as the provider type
    Auth. Provider form with UnifyAppsAuthProvider as the provider type

Step 4: Named Credentials

  • Search for Named Credentials in Setup.

  • Edit unifyapps named credentials

    Named Credentials list with the Edit action for the unifyapps credential
    Named Credentials list with the Edit action for the unifyapps credential

  • Choose OAuth 2.0 as Authentication Protocol. 

  • Choose unifyapps as Authentication Provider.

  • Select “Start Authentication Flow on Save”

  • Click on Save Button

    Named Credential edit form with OAuth 2.0 and the unifyapps authentication provider
    Named Credential edit form with OAuth 2.0 and the unifyapps authentication provider

When you save, Salesforce starts the authentication flow and opens the UnifyApps sign-in page. Sign in to finish. The Named Credential's Authentication Status should no longer show Pending.

Step 5: App Builder

  • Open the Lightning page where you want the application in Lightning App Builder.

  • Search for the UnifyApps Interface component under Custom - Managed components and drag it onto the page.

  • In the component's properties, enter the Interface ID, which is your Application ID from the application's Overview page, and the Page ID, which is the page's Page Slug from its page settings.

  • Click Save, then Activate the page so users can see the component.

FAQs

Why does the UnifyApps Interface component not load in Salesforce?

Check each setup step: the package is installed for all users, Domain and Tenant ID are saved in UnifyApps Configurations, the unifyapps Named Credential's Authentication Status no longer shows Pending, the component's Interface ID and Page ID are correct, and the Lightning page is activated.

Which Interface ID and Page ID should I enter?

The Interface ID is your Application ID, shown on the application's Overview page. The Page ID is the Page Slug of the page you want to show, from its page settings.