Install the TrueContext External Client App in Salesforce
This topic is meant for Salesforce admins. You complete these steps in Salesforce, not in TrueContext.
Install the TrueContext External Client App (ECA) in your Salesforce org so that your TrueContext Admin user can connect TrueContext to it. The ECA replaces the legacy Connected App. Both new and existing Salesforce Connections
A Connection is an integration point that's used to link a TrueContext Data Source or Data Destination to an external service to import or export data. Data Destinations and Data Sources that share the same external service can also share the same Connection. need the ECA installed in the org that they connect to.
Available as an add-on for the Intelligent and Elite tiers:
Warning:Your TrueContext Admin user must migrate existing Salesforce Connections to the ECA before February 1, 2027. They can't start until you install the ECA, so install it as soon as possible.
Note:If you're a TrueContext Admin user but not a Salesforce admin, share this topic with your Salesforce admin. After they install the ECA, go to Migrate a Salesforce Connection to the External Client App.
Contents
Prerequisites
- You must be a Salesforce admin. Only Salesforce admins can install managed packages.
- Sign in to the Salesforce org where you want to install the ECA before you select an install link. If you have both production and sandbox orgs, confirm which org you're signed in to.
- Install the ECA in every Salesforce org that a Salesforce Connection points to. A production org and a sandbox org each need their own installation. If you aren't sure which orgs are connected, ask your TrueContext Admin user.
Install from AppExchange (recommended)
AppExchange always installs the current published version of the ECA. Use it for both production and sandbox orgs.
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Go to the TrueContext External Client App listing on AppExchange and select Get It Now.
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Follow the prompts to select the Salesforce org where you want to install the ECA, and then complete the installation.
Install from a direct package link
Use a direct install link only if you can't install from AppExchange, or if TrueContext Support directs you to a specific package version.
Note:A direct install link installs one specific package version and doesn't pick up newer releases.
Choose the link for the type of org:
- Production org: Install the ECA in a production org
- Sandbox org: Install the ECA in a sandbox org
After you install the ECA
Installing the ECA doesn't change any Salesforce Connection on its own. Tell your TrueContext Admin user which orgs now have the ECA installed. They then migrate each existing Salesforce Connection in the TrueContext Web Portal The TrueContext Web Portal is a web application used to manage security settings, forms, FormSpaces, other users, Data Sources, and Data Destinations.. For the steps, go to Migrate a Salesforce Connection to the External Client App.
