Connections
Connections in Vince Platform store the authentication and endpoint details needed to communicate securely with external systems — such as Infor M3, Microsoft Azure, Salesforce, or any other platform your workflows interact with.
Go to Administration → Integrations → Connections to manage your connections.
The connections list
Each row in the connections list shows:
| Column | Description |
|---|---|
| Connection Name | The display name used to identify this connection |
| Description | A short note about the connection's purpose |
| System | The external system type (e.g. M3, Azure, Salesforce) |
| Authentication Type | How the connection authenticates (OAuth, Basic, API Key) |
| Environment | The environment this connection belongs to (e.g. DEV, TEST, PROD) |
| Labels | Optional tags for filtering and grouping |
| Actions | The ⋮ menu for connection-specific actions |
Actions menu (⋮)
| Action | What it does |
|---|---|
| Validate Connection | Tests the connection to confirm it is working correctly |
| Revoke Certificate | Revokes a linked SSL certificate if one is in use |
| Edit | Opens the connection for editing |
| Delete | Permanently removes the connection |
Creating or editing a connection
Click + New Connection or select Edit on an existing one. For a full walkthrough of the setup process and the available authentication types, see Create a Connection.
Best practices
- Use clear, descriptive Connection Names so it's obvious what each one is for at a glance.
- Group connections by Environment (DEV, TEST, PROD) to avoid accidentally using the wrong one in a workflow.
- Validate connections regularly — silent failures can be hard to diagnose when a workflow breaks.
- Rotate Client Secrets and Passwords on a regular schedule as part of your security routine.
Further reading
- Create a Connection — step-by-step guide with field reference and authorization types
- System-Specific Guides — setup guides for Infor ION, OneDrive, and more