Updating an Organization Token

Required User Credentials

[Flosum User] - SystemAdministrator Role

[Salesforce User] - Administrator Credentials

Overview

To ensure uninterrupted connectivity between Flosum Cloud Apps and your Salesforce org, update the Organization's token when you encounter a Token Expired warning or when the Backup & Archive Settings page indicates Token Expired for an Organization. An expired token prevents new or scheduled jobs from running. This article explains how to update an Organization's token. The screenshots below show examples of the Token Expired warning.

Backup & Archive: Token Update Warning Message

Backup & Archive > Settings: Token Expired

Update an Organization Token

1

Access Global Settings

1. From any Flosum Cloud App, click the App Switcher icon at the top of the left sidebar menu.

   
2. Click Global Settings.

   
3. The Global Settings app will open in a new tab.

Global Settings can also be accessed by directly logging in using your region's Global Settings URL. See the following article for login instructions.

• Log In To Global Settings

2

Update Token

1. Click Organizations from the sidebar menu.

2. Click the Three Vertical Dots menu at the right end of the Organization you wish to update a token for.

   
3. Click Update Token.

   
4. You will be prompted to log in to Salesforce.

3

Authenticate With Salesforce

1. In the Username field, enter the username of the Salesforce account used for connecting Flosum Cloud Apps to the Salesforce org for which you are updating the token.

2. In the Password textbox, enter the password for the Salesforce user.

3. Click Log In.

   

4

Verify Token Valid

1. After successfully logging in, the token is updated.

2. To verify the token update was successful, switch to Backup & Archive.

3. Click Settings from the left sidebar menu.

4. Verify that the organization status is marked as Token Valid after updating the token.

   

If the organization status still shows Token Expired, another issue may be preventing Flosum Cloud Apps from connecting to your Salesforce org. Ensure the Flosum Connected app is installed in your Salesforce org by following the instructions in the article below.

• How to Install the Flosum Connected App for Salesforce

For more help, contact Flosum's knowledgeable Customer Support.

• Help Center