Basic configuration

  1. Select the App Launcher and then the Benefits(US) package.

  2. Select the Settings tab.

    Sage People displays the Settings page:

    Screenshot: The Settings tab for the US Benefits package

  3. Complete the PlanSource Configuration API Credentials fields as follows:

    Field What to enter

    API Credentials
    Client Id

    The Client Id for a PlanSource API User.

    Create a user in PlanSource and enter the Id here.
    Client Secret

    The Client Secret associated with Client Id.

    Select the field to display the value.
    Admin Username The Username of a PlanSource administrator with permissions to create and update information in PlanSource.
  4. In the Import Settings section select the Benefit Record Type field and choose Other Benefit.
  5. Select Save.

Create named credentials

Now create the Named Credentials to support data transfer to PlanSource. Named Credentials define the endpoints for calls to external web services - such as PlanSource. For US Benefits you need to create two Named Credentials:

  • PlanSource

  • PlanSourceAuth

  1. Open the Named Credentials page. Go to:

    • In Salesforce Lightning Experience: Setup > Security > Named Credentials
    • In Salesforce Classic: Setup> Security Controls> Named Credentials

  2. In the New picklist select New Legacy:

    Screenshot showing Named Credentials page with New Legacy option selected.

  3. On the New Named Credential page complete the fields as follows:

    Field What to enter
    Label

    PlanSource.

    Name

    PlanSource.
    Automatically created for you.
    URL

    For production orgs enter:

    https://api.plansource.com

  4. Leave the other fields with their default values and select Save.

    Sage People displays the Named Credential page for PlanSource.

  5. Check the details are correct, then select Back to Named Credentials.

  6. Select New Legacy

  7. On the New Named Credential page complete the fields as follows:

    Field What to enter
    Label

    PlanSourceAuth.

    Name PlanSourceAuth.
    Automatically created for you.
    URL https://api.plansource.com

  8. Leave the other fields with their default values and select Save.

    Sage People displays the Named Credential page for PlanSourceAuth.

  9. Check the details are correct, then select Back to Named Credentials.

Named Credentials required by US Benefits are now in place.