Difference between revisions of "SalesForce Security Token"
From CompanionLink Support
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To protect your sensitive data, SalesForce CRM requires CompanionLink to provide a security token in order to sync. | To protect your sensitive data, SalesForce CRM requires CompanionLink to provide a security token in order to sync. | ||
| − | === | + | ===Lightning View (the current and default view)=== |
# Log into your SalesForce Account | # Log into your SalesForce Account | ||
# Click your icon in the top right | # Click your icon in the top right | ||
| Line 12: | Line 12: | ||
# Your new Security token will be emailed to you. | # Your new Security token will be emailed to you. | ||
# Once you receive this token please enter it in CompanionLink Setup. | # Once you receive this token please enter it in CompanionLink Setup. | ||
| + | <br><br><br> | ||
| + | ===Classic View=== | ||
| + | # Log into your SalesForce Account | ||
| + | # Click Switch to Lightning Experience in the top right | ||
Latest revision as of 11:52, 23 September 2022
If you are looking for how to setup a sync to SalesForce click here
To protect your sensitive data, SalesForce CRM requires CompanionLink to provide a security token in order to sync.
Lightning View (the current and default view)
- Log into your SalesForce Account
- Click your icon in the top right
- Click Settings
- Under My Personal Information you will see "Reset your Security token"
- Click the "Reset Security Token" button
- You will then receive a warning message - Press Reset at the bottom of this page
- Your new Security token will be emailed to you.
- Once you receive this token please enter it in CompanionLink Setup.
Classic View
- Log into your SalesForce Account
- Click Switch to Lightning Experience in the top right