Managing the Salesforce User Account Settings

Updated

On this page

You can update the credentials that you use to connect to Salesforce. You can connect with a user name and password, or you can connect by using OAuth.

Procedure

  1. From the navigation pane, go to Protect > Applications > Salesforce.

    The Salesforce page appears.

  2. In the Name column, click the app.

    The app details page appears.

  3. On the Configuration tab, in the Account settings section, next to User account, click the account.

    The Account details page appears.

  4. Update the credentials to use to connect to Salesforce:

Connection type

Steps

OAuth: OAuth credentials are the Salesforce consumer key and the Salesforce consumer secret. The credentials are stored in the Credential Manager so that they can be reused.

  1. Click OAuth.

  2. Use existing credentials or add new credentials:

    • To use existing credentials, from the Connected app credentials list, select the credentials.

    • To add a new consumer key and consumer secret, do the following:

      1. From the Connected app credentials list, click Create new.

        The Add credential dialog box appears.

      2. Add the information for the credentials, and then click Save.

        The credentials are saved in the Credential Manager.

      3. From the Connected app credentials list, select the credentials.

  3. Click Login with Salesforce.

Password authentication

  1. Click Password authentication.

  2. In the Salesforce login URL box, enter the URL that you use to connect to Salesforce.

  3. In the User name box and Password boxes, enter the user credentials that you use to connect to Salesforce.

  4. Optional: In the API token box, enter the token that you use to connect to Salesforce.

    Salesforce sends the API token the first time that you sign in to your account. For additional information about Salesforce tokens, go to "Reset Your Security Token" on the Salesforce help site.

  5. In the Consumer key box, enter the consumer key.

  6. In the Consumer secret box, enter the consumer secret.

  1. Click Save.