Re-authenticate Salesforce Integration

Due to Salesforce’s security token expiration policy, you may need to periodically re-authenticate your Salesforce credentials. 

You can re-authenticate the Salesforce integration using the Access Token method.

Important: Salesforce does not support username-password authentication for External Client Apps. You must re-authenticate using the Access Token method. See Salesforce's article Connected App to External Client App Migration.

We recommend setting up notifications for Salesforce integration errors. See Set Up System Notifications.

Prerequisites for Re-Authenticating the Salesforce Integration

• You must have Admin privileges within your Salesforce environment.
• You must have Admin privileges or be assigned to a permission set with the required Demandbase settings access.

Migrate the Demandbase ABM Connected App

If you have not already migrated the existing Demandbase ABM connected app to an External Client App, complete the following steps before re-authenticating.

Important: Do not create a new app in External Client Apps. Migrating the existing app preserves its configuration and helps prevent authentication or integration issues.

1. Follow the instructions in Salesforce's article Connected App to External Client App Migration.
2. After the migration is complete, re-authenticate the Salesforce integration using the Access Token method.

Re-Authenticate the Salesforce Integration

1. Log in to Salesforce as the integration user. 
2. Retrieve and copy the Consumer Secret. See Steps: Retrieve Consumer Key and Consumer Secret for instructions.
3. Completely log out of Salesforce, ensuring every window and tab is fully logged out. 
4. Log in to Demandbase (https://web.demandbase.com). 
5. From the left navigation bar, go to Settings > Integrated Systems > Integrations.
6. Click on Salesforce.
7. In the OAuth Settings section, click Edit.
8. Make sure the OAuth type is Access Token.
9. On the Consumer Secret field, enter the Consumer Secret from Step 2.
10. Click Re-Authenticate.
11. Log in to Salesforce.
12. In the Allow Access page, click Allow.
    
13. After re-authentication, Demandbase verifies permissions for required and optional Salesforce objects. If Demandbase cannot verify permission for a required object, check the permissions in the corresponding Salesforce instance. See Best Practices for Salesforce Object Permissions.