Set up a runtime client
Configure a runtime client. Doing so creates a token that you can use to authenticate runtime calls. This can be useful when CPQ is embedded within a VisualForce page.
Runtime clients can be set up that provide a token for authentication of runtime calls when launching CPQ outside of the regular workflow. For example, CPQ may be started through a quote in Salesforce when embedding CPQ in a Visualforce page, Lightning web component, or HTML page.
Note:
This authentication can be used only by end users launching a CPQ configuration in runtime. To authenticate admin calls, users should leverage admin API keys. For a more complete discussion of admin API keys, see Intro to admin API keys.
Create a runtime client
- Navigate to the Utilities tab of the left hand navigation pane, and click Runtime Clients.
- Click New in the upper right corner.
Configure the new client
- Create a name for your runtime client.
- Setting the User ID will attach it to any calls authenticated by this runtime client. This may be useful for tracking the origin of the calls.
- For Permissions, choose either Config or Config and Flightpath. Config will allow for launching configurations. Flightpath will allow for accessing Flightpath data of the configuration for use with debugging.
- Optionally, set an expiration date for the runtime client. This expiration date can be changed to extend or shorten the time frame during which this token can be used.
- Users must specify the origins of calls that aree made using this token as authentication. In the origins box, add the desired URL, such as
https://<yourLogikUrlName>.<sector>.CPQor*.salesforce.com. click Add Origin to add the origin, and continue adding more.Note:Make sure that your origin does not have a trailing slash. For example, use*.salesforce.comand not*.salesforce.com/. - When all the origins have been added, click Save.
When the runtime client has been created, click into it and copy the token: