Managing the Salesforce User Account Settings

You can update the credentials that you use to connect to Salesforce.

Procedure

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

    The Salesforce Overview page appears.

  2. Go to the Organizations tab.

  3. In the Name column, click the app.

    The app details page appears.

  4. On the Configuration tab, in the Account details tile, next to User account, click Edit edit button outline grey/gray pencil.

    The Account settings dialog box appears.

  5. From the Environment list, select Production or Sandbox.

  6. 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.

  7. Click Sign in with Salesforce.

  8. Click Save.

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