How do I find my Salesforce API token?
- Log in to Salesforce using the Salesforce account to be used by the Coveo connector.
- In the User Menu, select Setup.
- In the menu on the left, under Personal Setup, expand My Personal Information, and then click Reset My Security Token.
- Follow onscreen instructions.
Full Answer
How do I Find my Salesforce security token?
How do I find my Salesforce security token? To gain access to your security token, go to “Setup” (appears in the top right corner, under your name). In the left side menu column (under Personal Setup), open the drop down item “My Personal Information.”. The option to reset your security token will appear right under password reset option.
How to generate security token in Salesforce?
Use the steps as follows to generate a security token from your Salesforce account:
- Click the User Menu drop-down list in your Salesforce account and select My Settings.
- From the left navigation pane, click Personal and select Reset My Security Token.
- Click Reset Security Token.
- Post this step a confirmation message is displayed and the security token is shared with you through an email.
How to use Salesforce API?
Phase 1 - Set up profile
- From Setup, input "Profiles " in the search field and select Profiles under Manage Users.
- In the User Profiles list, click New.
- The existing profile to be cloned from must have a full Salesforce license. ...
- After having saved the new profile in Step 3, you'll be presented with an overview of the profile, as seen in the image below.
How to reset security token in Salesforce?
To reset your token, contact your admin. From your personal settings, in the Quick Find box, enter Reset, and then select Reset My Security Token. Click Reset Security Token. The new security token is sent to the email address in your Salesforce personal settings. You also receive a new security token email when you reset your password.
Using Access Tokens
To make a successful Connect REST API request, you must include a valid access token in the request. This can be done by using the HTTP Authorization header:
Using Refresh Tokens
If the client application has a refresh token, it can use it to send a request for a new access token.
When does Salesforce send a security token?
When a user changes their password or resets their security token, Salesforce sends a new security token to the email address on the user’s Salesforce record. The security token is valid until a user resets their security token, changes their password, or has their password reset.
How to send an email to API only user?
1. Created a Custom Profile named 'API only' (API permission is enable). 2. Resetting the password from the UI or you may use Apex script if don't want to send any email to the API only user. 3. Use 'Login As' button from the User created above --> Go to My Settings from the User icon.
