How to Reauthorize the Salesforce Custom Object Integration
Follow these steps to reauthorize your Salesforce connection for the Custom Object integration.
π Prefer video? Click here for a detailed walkthrough of these steps.
Before You Begin
Make sure you are logged in as the integration user in both Salesforce and Crossbeam.
The integration user requires the following permissions: Crossbeam Setup User assigned in Salesforce, Visualforce Page Access enabled, and read access to Account and Lead objects
For more detailed information on permissions, review this article here
In Salesforce
In Salesforce, go to the App Launcher and search for Crossbeam
Select Crossbeam Setup from the options
Navigate to System Connections and click Edit
Revalidate each of the steps:
Outbound Connection β Click Next
Select your Crossbeam organization β click Next
Inbound Connection β Reauthorize when prompted and click Finish
In Crossbeam
Go to Data β Integrations
Locate the Salesforce Custom Objects integration and click Settings
Open Advanced Settings
βοΈ Note
In the next steps, youβll need to locate the three-dot menu (β―). This menu can be easy to miss, it has been clearly marked with red arrows in the accompanying screenshots for your convenience.
In the modal, click the three dots next to the connection and select Update
Reauthorize the connection when prompted, click Save
Next, you will repeat these steps to complete the Salesforce authentication process within Crossbeam.
click the three dots next to the connection and select Update
Next, reauthorize the connection in Salesforce when prompted
In the modal, click Next β Finish
Back in the Settings, click on Save General Settings
Once complete, your reauthorization should be active. Related errors should clear automatically after your next sync, which may take up to 12 hours.