Customer Support

Updating a Salesforce Connection 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 Connection's token when you encounter a Token Expired warning or the connection Status is Inactive. An expired token prevents new or scheduled jobs from running. This article explains how to update a connection's token. The screenshots below show examples of the Token Expired warning and an Inactive connection.

Backup & Archive Token Update Warning

Global Settings Connection Inactive

Update a Connection Token

1

Access Global Settings

  1. From any Flosum Cloud App, click the App Switcher icon in the dropdown menu from the 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.

2

Update Token

  1. Click Connections from the sidebar menu.

  2. Click the Three Vertical Dots menu at the right end of the Connection 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 Active Connection

  1. After successfully logging in, the token is updated, and you will be returned to the Global Settings > Connection page.

  2. If the token is successfully refreshed, the connection's Status will be Active.

If the connection's Status is still Inactive, another issue may be preventing Flosum Cloud Apps from connecting to your Salesforce org. For more help, contact Flosum's knowledgeable Customer Support.

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