In this article:
Salesforce connection reauthorization is required if user permissions change, users lose access to Salesforce, or user who completed the initial authorization leave the organization.
❗️Important
A Crossbeam Admin is required to complete the Salesforce reauthorization.
Additionally, the Crossbeam Admin needs the required Salesforce permissions:
API enabled
View Setup and Configuration
View all users
Read access to Lead and Account and Contact and Opportunity objects
Reauthorize your Connection
To access your Salesforce Settings menu, navigate to the Data icon on the menu. On the Data Sources workspace, hover over the three dots alongside your Salesforce connection and click on Settings.
In the settings side drawer:
click the Reauthorize button to authenticate the connection in Salesforce
Enter the new username and password, follow the prompts in Salesforce
Click Save Changes
Pause your Sync
Sync Data from Salesforce is an option in the settings pop up modal. Here, you will see a green button to toggle on or off. This allows you to pause and restart the data sync as needed. When the toggle is on, your Salesforce connection status will state Active on the Data Sources page. When the toggle is gray, your Salesforce connection status will be Not Syncing.
View Connection Status
The connection status appears within the Salesforce Settings menu and also on your Data Sources workspace.
Active: the connection is active and will sync according to your sync frequency.
Not Syncing: the connection is paused and will not sync data until it is made active.
Error: the connection hit an error and is unable to sync. If available, details on the error will appear.
Adjust Sync Frequency
❗️Important
To avoid exceeding your Salesforce API quota, try reducing the frequency of syncs to reduce the number of API calls.
Crossbeam will stop syncing your Salesforce data when you reach 80% of your API quota limit. If this occurs, you will receive an email notification and an error message on your Data Sources workspace. To adjust this value to something higher (or lower), please reach out to us at support@crossbeam.com.
In the Salesforce settings, you can adjust the frequency of the data sync by expanding the dropdown menu next to Update Frequency. Select how often your Salesforce data should sync. Click Save Changes.
Edit Data Sync
Click on the Edit Data Sync in the Salesforce Settings pop up. This will open the Customize Fields pop up modal.
On the Customize Fields pop up, expand any of the tables under All Data by clicking the drop-down arrow next to the table name, or use the search bar to find fields. Under Data Presets, you can also explore suggested fields base on your business focus.
Select or deselect any of the fields to customize your data.
Click Review fields and select Sync Now to complete the data connection.
Or click Customize to edit your changes before completing the sync.
Click Save Changes before closing, the Salesforce Settings pop up.
Back on the Data Sources page, the Salesforce row will display Setting Up while the sync is in process for a few minutes. Once the sync is complete, you will see Salesforce listed as Active.
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