Certinia Authentication

generated: '2026-07-11'
method: researched
source: Certinia Apex API developer references + Salesforce Platform auth model
summary:
  types:
  - oauth2
  - session
  note: >-
    Certinia does not operate its own identity provider. Its Apex and legacy SOAP
    APIs execute inside the customer's Salesforce org, so authentication and
    authorization are provided entirely by the Salesforce Platform. External
    integrations authenticate with Salesforce OAuth 2.0 (or a SOAP session ID);
    in-org Apex-to-Apex calls run in the current user context. Access additionally
    requires the relevant Certinia managed package to be installed and an
    appropriate permission set or profile assigned to the running user.
schemes:
- name: salesforceOAuth2
  type: oauth2
  description: >-
    Salesforce OAuth 2.0 (web server, JWT bearer, or client credentials flows)
    issues an access token used as `Authorization: Bearer <token>` against the
    customer's Salesforce org (my.salesforce.com domain). Required scopes and the
    connected app are configured in the customer's org.
  sources:
  - https://help.certinia.com/TechnicalReference/2024.2/RevenueManagement/Apex/GenericAPI.htm
- name: salesforceSession
  type: apiKey
  in: header
  description: >-
    Legacy SOAP integrations authenticate with a Salesforce session ID obtained
    via login(), passed in the SOAP header, for standard SOAP environments
    (e.g. .NET, Apache Axis).
  sources:
  - https://help.certinia.com/TechnicalReference/2024.2/ProfessionalServicesAutomation/Apex/GenericAPI.htm
- name: permissionSet
  type: authorization
  description: >-
    Beyond authentication, the running user must be granted the Certinia-provided
    permission set or profile for the relevant managed package before its Apex
    service classes can be invoked.
  sources:
  - https://help.certinia.com/TechnicalReference/2023.2/Accounting/Apex/GenericAPI.htm