Context
If you integrate Salesforce using the Connect using a Password method, you may need to periodically re-authenticate your Salesforce credentials. Salesforce passwords expire every 90 days by default. See the Salesforce Password Policy in Salesforce for more information.
We recommend you set up a notification for Salesforce integration errors. See Set Up System Notifications for instructions.
Prerequisites/Preparation
- You must have Admin privileges within your Salesforce and Demandbase environments.
- Ensure you have the Salesforce integration user login credentials and access to the email account connected to the integration user Salesforce account.
Steps: Retrieve the Demandbase Consumer Secret from Salesforce
- Log in to Salesforce as the integration user.
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Retrieve the Demandbase Consumer Secret.
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Salesforce Classic:
- Click Setup at the top right of the page.
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Starting from the left panel, go to Build > Create > Apps > click the word Demandbase ABM (not Edit or Manage.)
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Salesforce Lightning:
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Click the
Setup icon at the top right of the page.
- Starting from the left panel, go to Apps > App Manager > Demandbase ABM row.
- Scroll to the right and click on the downward arrow > View.
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Click the
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Salesforce Classic:
- In the API (Enable OAuth Settings) section, click Manage Consumer Details.
- Copy the Consumer Secret and save it for the Re-authenticate Salesforce Integration in Demandbase steps.
Steps: Retrieve the Integration User Security Token from Salesforce
- Click on the User Name (Salesforce Classic) or User Profile Picture (Salesforce Lightning) at the top right of the page.
- Click on My Settings (Salesforce Classic) or Settings (Salesforce Lightning.)
- Starting from the left panel, go to Personal > Reset My Security Token.
- Click Reset Security Token.
- Copy and save the Security Token from the email account connected to the Salesforce account. You need the Security Token for the Re-authenticate Salesforce Integration in Demandbase steps.
Steps: Re-authenticate Salesforce Integration in Demandbase
Important: Completely log out of Salesforce, ensuring every window and tab is fully logged out.
- Log in to Demandbase (https://web.demandbase.com).
- In the left navigation bar, go to
Settings > Integrated Systems > Integrations.
- Click on Salesforce.
- Enter the Salesforce Consumer Secret, Username, Password, and Security Token.
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Click Re-Authenticate.
- After successful re-authentication, Demandbase starts to verify permissions for required and optional Salesforce objects. If permission for a required object can’t be verified, check the permissions of the corresponding Salesforce instance. For more information on permissions, see Best Practices: Salesforce Permissions.