Connection Flow
Connection Flow
The following diagram shows the connection and authentication flow for your customer using Embedded Cloud to configure a connection.
Creating a connection to a Connect AI data source from a client account involves the following steps:
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An end user of your customer’s account clicks Add Connection on your web page.
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Your application creates a JSON Web Token (JWT) signed by a private key and makes a request to the Embedded Cloud Create Connection API.
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Embedded Cloud returns a redirect URL to your application.
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The end user is redirected to the Connect AI Add Connection page.
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The end user adds connection information for the particular data connector, such as Salesforce, and then tests and saves the connection.
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Embedded Cloud calls Create Connection.
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Create Connection returns success or failure on the Add Connection page.
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The end user clicks the Close button. Embedded Cloud redirects with a connection Id back to your web page.
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Your web page now displays the end user’s list of connections.