Setting up the Remote Site Settings

The remote site setting is included in the package to allow the synchronization of the information from Concur to Certinia Help.

Check that the remote site setting required for the Certinia Help connector has been set up correctly during installation. To do this:

  1. Click Setup | Remote Site Settings.
  2. Locate the Certinia Help connector environment remote site setting and check that the Remote Site URL is set. For example, https://www-us2.api.concursolutions.com.
  3. Ensure that the Active checkbox is selected.
  4. If the Certinia Help connector environment remote site has not been created, you can create it manually. Ensure that you set the appropriate Remote Site URL depending on which Concur instance is used. For more information, see "Configuring Remote Site Settings" in the Salesforce Help.
Note: If no remote site settings are configured and you try synchronizing information from Concur to the Certinia Help connector, an email notification is sent mentioning the remote site settings URL must be configured.