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
Click on Data from the navigation menu, then select Data Sources from the dropdown.
Locate the Salesforce row and click the setting gear icon
Click the Reauthorize button to authenticate the connection in Salesforce
Enter the new username and password, follow the prompts in Salesforce
Click Save
Pause your Sync
On the Data Sources page, within the Salesforce row, click the settings gear icon.
In the settings modal, use the Sync Data from Salesforce toggle to pause or restart 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.
Update Sync Frequency
❗️Important
To avoid exceeding your Salesforce API quota, consider reducing sync frequency to reduce the number of API calls.
Crossbeam pauses syncing at 80% of your quota and notifies you by email and in-app.
To adjust this value to something higher (or lower), please reach out to us at support@crossbeam.com.
On the Data Sources page, within the Salesforce row, click the settings gear icon.
In the Salesforce settings, click the dropdown next to Update Frequency
Select how often your Salesforce data should sync
Click Save
Edit Field Sync
Click on the Edit Data Sync in the Salesforce Settings pop up. This will open the Customize Fields pop up modal.
How to Customize Sync Fields:
From the data source Salesforce Settings, click Field Sync >Edit
In the next window, expand any table under All Data by clicking the drop-down arrow, or use the search bar to locate specific fields
Select or deselect any of the fields to customize your data
You can also click the Toggle button to turn entire tables on or off
Click Review Fields, then select Sync Now to complete the connection
Or click Go Back to edit your changes before completing the sync
🎓 Sign into Crossbeam Academy to further explore Salesforce as a Data Source!
📄 Related Articles