Setting up and Configuring Connected Portal

Published on Jan 31, 2024
1 minute(s) read

Mobileforce Connected Portals can be set up for SugarCRM, Hubspot, or Zendesk as follows:

Configure authentication to be datatable authentication.
Since portal users are authenticated on EasyCLM, rather than the underlying CRM, datatable authentication against EasyCLM users is as follows:

Code snippet

<authentication>
    <input disabled="" format="" help="" hidden="" label="Email" listitems="" max="" maxlength="" min="" name="email" nonempty="" onsameline="" placeholder="" prefix="" readonly="" required="1" rows="" size="" step="" suffix="" type="email" unique="" value=""/>
    <input disabled="" format="" help="" hidden="" label="Password" listitems="" max="" maxlength="" min="" name="password" nonempty="" onsameline="" placeholder="" prefix="" readonly="" required="1" rows="" size="" step="" suffix="" type="password" unique="" value=""/>
</authentication>

The following ADL props are used:

Code snippet

https://apps.mobileforcesoftware.com/adapters/easyclm/schema.php#User
<prop key="auth-datatable-filter">AND login='loginEnabled'</prop>

In addition to this, only for Zendesk Sell, you must also add these ADL properties:

Code snippet

<prop key="auth-allow-service-login">1</prop>
<prop key="auth-service-login-param-prefix">zendesk-</prop>
<prop key="oauth-service-override-mobile-zendesk-">oauth-override-value</prop>

Where the value of the 'oauth-service-override-mobile-zendesk-‘ property is the User ID of the service user that will be used to authenticate Zendesk sell with. You can find this user id in the MFM users page.

Note:

Zendesk OAuth access for partner users will not work until one does a OAuth login as the service user at least once. This is because our platform is using the OAuth access/refresh tokens of this service user. For the partner users, and you must log in as that service user to populate it in our database.
This set-up assumes that Zendesk Sell Oauth refresh tokens don’t expire. If they do, (on some platforms, they expire in 1-2 weeks), we will need to find an alternative solution.
In Mobileforce ADL, portals are named applets and the ID is in the short name attribute. Please ensure that there is only one portal.
If you have multiple portals, then the Accounts show the portal selection screen after login. This occurs if a user has access to multiple portals. If you don’t want this behavior, set the ACLs for each portal so that users will only have access to one portal.
These instructions are only good for Zendesk Sell accounts. Zendesk Support accounts have different APIs and authentication methods. We will need to validate Zendesk Support at some other time.
Zendesk’s documentation says that they support the password OAuth grant type. But this grant type is not working. Hence the need for special casing for Zendesk.