Pega Setup Instructions for Pega Process Extender for Salesforce Lightning

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Pega Process Extender for Salesforce Lightning is a powerful solution that combines the capabilities of Salesforce Lightning with Pega’s dynamic case management. It enhances your existing Salesforce user experience by enabling seamless case creation and case visibility directly from Salesforce records.

With this integration, users can:

  • Create Pega cases using Salesforce data

  • Identify related Pega cases from Salesforce records

  • Streamline work management and automation across systems

  • Improve efficiency without leaving the Salesforce interface

This connector helps organizations extend their Salesforce experience with Pega’s end-to-end workflow and case management capabilities.

Note: This article covers Pega-side setup only.
For Salesforce-side setup instructions, refer to the following documentation:
https://docs.pega.com/bundle/process-extender-salesforce-lightning/page/process-extender-salesforce-lightning/docs/pushing-package-salesforce-organization.html

Prerequisites and Important Notes

Before starting the configuration, ensure the following prerequisites are met:

1. The API and Application Service Packages must be configured with OAuth 2.0.

2. To access the Application Service Packages, go to:

a. Dev Studio > Records > Integration Resources > Service Package

3. The access group used for the integration must include the PegaRULES:PegaAPI role.

4. The application server must support Cross-Origin Resource Sharing (CORS).

5. If the system does not work as expected, verify the CORS configuration by navigating to:

a. Dev Studio > Records > Security > Cross Origin Resource Sharing

Setup Instructions

Follow the steps below to configure the Pega Process Extender for Salesforce Lightning.

1. Import the RAP file

Import the RAP file provided as part of the Pega Marketplace component into your Pega environment.

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2. Update the OAuth 2.0 Client Registration

In Pega, navigate to:

Security → OAuth 2.0 Client Registration → PegaLWC

  • Regenerate the client secret

  • Share the following details with the Salesforce team:

    • Client ID

    • Client Secret

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3. Request the JKS file from the Salesforce team

Ask the Salesforce team to create the JKS file required for authentication.

For guidance, refer to the following documentation:
https://docs.pega.com/bundle/process-extender-salesforce-lightning/page/process-extender-salesforce-lightning/docs/self-signed-certificate-salesforce.html

4. Create a matching operator ID in Pega

Create a Pega Operator ID that matches the corresponding Salesforce user.

This is required to ensure proper user mapping between Salesforce and Pega.

5. Update the Token Profile

In Pega, navigate to:

Security → Token Profile → PegaLWC

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Update the following setting:

  • Issuer (iss) – Client ID

  • Audience (Aud) = Your Pega instance URL
    Example:

https://lab234.pega.com

For more details, refer to:
https://docs.pega.com/bundle/process-extender-salesforce-lightning/page/process-extender-salesforce-lightning/docs/establish-salesforce-authentication.html

6. Upload the keystore

In Pega, navigate to:

Security → Keystore → PegaLWC

Upload or configure the keystore using the file received from the Salesforce team.

Additional References

· Pega Marketplace component:
https://community.pega.com/marketplace/integration-connector/pega-process-extender-salesforce-lightning

· Salesforce-side setup instructions:
https://docs.pega.com/bundle/process-extender-salesforce-lightning/page/process-extender-salesforce-lightning/docs/pushing-package-salesforce-organization.html

· Create a self-signed certificate in Salesforce:
https://docs.pega.com/bundle/process-extender-salesforce-lightning/page/process-extender-salesforce-lightning/docs/self-signed-certificate-salesforce.html

· Establish Salesforce authentication:
https://docs.pega.com/bundle/process-extender-salesforce-lightning/page/process-extender-salesforce-lightning/docs/establish-salesforce-authentication.html

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Constellation 101
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Amazing contribution to the community @RameshSangili! Thanks for taking the time to share.

I’ve added this to Constellation 101 series to help others find this in the future. In addition to being able to find this in the Knowledge Shares category on Pega Forums.

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