Managing Certificates from Salesforce Organizations

This section describes how to manage the certificates of a Salesforce organization within CCKM. Certificates within a Salesforce organization can be added, viewed, and deleted from the Certificates section of the Salesforce Organizations page.

Adding a New Certificate to an Existing Salesforce Organization

In CCKM, you have the ability to add a new certificate to an existing Salesforce organization. Before proceeding, ensure the Salesforce organization is added to CCKM. Refer to Managing Salesforce Organizations for more information.

To add a new certificate to a Salesforce organization:

1. Open the Cloud Key Manager application.

2. In the left pane, click KMS Containers > Salesforce Organizations. The Salesforce Organizations page shows the list of organizations added to the CipherTrust Manager.

3. Click the Organization Name link of the desired organization.

   Alternatively, click the overflow icon () corresponding to the desired organization, and click View/Edit Details.

   The edit view of the Salesforce Organizations page shows additional details of the selected organization under the ACCESS CONTROL, CERTIFICATES, ENDPOINTS, and CONNECTION sections.

4. Expand the CERTIFICATE section. The CERTIFICATE section expands to show additional details for certificates.

5. Click Add Certificate. The Add Certificate is displayed along with the name of the organization name.

6. Enter the name of the certificate in the Name field.

7. Click Add.

The new certificates are displayed on the CERTIFICATE section. Now, you can manage this new certificate from CCKM on the CipherTrust Manager.

Viewing an Organization's Certificates

To view an organization's certificates:

1. Perform steps 1 through 4 in Adding a New Certificate to an Existing Salesforce Organization.

2. The CERTIFICATE section displays the following certificate details:

   Column	Description
   Name	Name of the certificate.
   Subject	The owner or user of the certificate.
   Valid From	The start date of the certificate's validity period.
   Valid To	The end date of the certificate's validity period.
   Issuer	The CA that issued the certificate.

Viewing Details of an Organization's Certificate

The Details page provides a table with a list of all of the properties of a certificate along with the values for each including the organization ID, organization name, Salesforce organization ID, and key size.

To view the details of an organization's certificate:

1. Perform steps 1 through 4 in Adding a New Certificate to an Existing Salesforce Organization.

2. Click the overflow icon () corresponding to the certificate for which to view the details.

3. Click Details. The Details page is displayed.

Refreshing All Certificates for an Organization

When you wish to retrieve new certificates created in Salesforce and download these to CCKM, you can use Refresh All from the CERTIFICATE section. Thereafter, the refreshed certificates display within the section.

To refresh all cerfiticates for a Salesforce organization:

1. Perform steps 1 through 4 in Adding a New Certificate to an Existing Salesforce Organization.

2. Click Refresh All. The This may take a while... message is displayed.

   

   Note

   Refresh all organization certificates is a time intensive operation that could take several hours or days to complete. It will continue running in the background.

3. Click Refresh All to continue.

A message Refresh started... is displayed on the screen. To cancel the refresh, click Cancel Refresh.

After the Refresh is completed, a message Refresh Completed is displayed on the screen, and the refreshed certificates are listed within the CERTIFICATE section.

Removing an Organization's Certificate

Using CCKM, you can remove or delete certificates from an organization.

To remove a certificate from an organization:

1. Perform steps 1 through 4 in Adding a New Certificate to an Existing Salesforce Organization.

2. Click the overflow icon () corresponding to the certificate to remove.

3. Click Delete. The Delete Certificate dialog box displays.

   A message Are you sure you want to delete? is displayed on the screen. To cancel the deletion, click Cancel.

4. Click Delete to confirm the deletion.

The certificate is deleted successfully, and it is removed from the list of organization certificates.