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
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Pre-Requisite 2
Enable “Use Lightning Web Security for Lightning web components and Aura components” in Session Settings.


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:
Click the link above to open the Salesforce installation screen.
Choose Install for All Users.
Select the checkbox acknowledging that you're installing a non-Salesforce application. Install stays unavailable until you do.
Click Install.
Approve third-party access for Salesforce and click Continue.
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.)
Step 2: Configure UnifyApps
In Salesforce, Click on
App launcherand open UnifyApps Configurations.Enter
Domain&Tenant ID
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Step 3: Authenticate UnifyApps
Go to the setup page under Settings.
Search for Auth Providers in setup.
Click New to create an Auth. Provider.


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
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Step 4: Named Credentials
Search for Named Credentials in Setup.
Edit unifyapps named credentials


Choose
OAuth 2.0as Authentication Protocol.Choose unifyapps as Authentication Provider.
Select “
Start Authentication Flow on Save”Click on
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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.
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