Slaesforce FAQ

how to re-authenticate and approve the requested permissions salesforce

by Edythe Ferry Published 2 years ago Updated 2 years ago
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Reauthenticate Using OAuth If you are using the current OAuth authentication method, then you can simply click on the username/authentication you would like to use under the "connect using" section to reauthenticate to that Salesforce user. You can also click on a different user before clicking on the one you'd like to utilize.

Full Answer

How to disconnect a user from the Salesforce authenticator?

Lost my mobile phone which has salesforce authenticator. 1 1.From Setup, enter Users in the Quick Find box, then select Users. 2 2.Click the user’s name. 3 3.On the user’s detail page, click Disconnect next to the App Registration: One-Time Password Generator field. Your users can disconnect the app from ...

How to change user credentials in Salesforce for Outlook?

Navigate to the Salesforce for Outlook icon in the system tray on the local machine. 2. Right-click the SFO icon and click on Settings. 3. On the Salesforce for Outlook Settings popup box, click the Change user button and re-enter your user credential and click Next and complete the wizard.

How to disable Salesforce for Outlook connected apps?

In the "OAuth Connected Apps" area of the user details "Revoke" access for Salesforce for Outlook - this can be done as the System Administrator for the user or by the user themselves. Search for users and click on it. Click on the affected user's name and go to "OAuth Connected Apps"

What is OAuth authorization in Salesforce?

In Salesforce, you can use OAuth authorization to approve a client application’s access to your org’s protected resources. Important You can’t use OAuth independently to authenticate a user’s identity.

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Introduction

There are some cases where you might need to reauthenticate or change the authenticated account for your Salesforce connector. You might be switching from Sandbox to Production accounts, you might be adding a new user to your organization, or you might be updating credentials that are no longer in use.

Determine Your Authentication Type

If you have added a new Salesforce connector to a form after September of 2016, you are likely using the OAuth authentication method. This means that you never need to update your password or security token, and your connector will always be connected to your Salesforce account.

Reauthenticate Using OAuth

If you are using the current OAuth authentication method, then you can simply click on the username/authentication you would like to use under the "connect using" section to reauthenticate to that Salesforce user. You can also click on a different user before clicking on the one you'd like to utilize.

Reauthenticate using Username, Password, and Security Token

If you are using the older method of authenticating with a username, password, and security token, then you will need to update all three of these pieces of information in order to reauthenticate the connector.

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Introduction

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There are some cases where you might need to reauthenticate or change the authenticated account for your Salesforce connector. You might be switching from Sandbox to Production accounts, you might be adding a new user to your organization, or you might be updating credentials that are no longer in use. This …
See more on help.formassembly.com

Determine Your Authentication Type

  • If you have added a new Salesforce connector to a form after September of 2016, you are likely using the OAuth authentication method. This means that you never need to update your password or security token, and your connector will always be connected to your Salesforce account. For connectors created prior to September of 2016, you may be using the previous authentication m…
See more on help.formassembly.com

Reauthenticate Using OAuth

  • If you are using the current OAuth authentication method, then you can simply click on the username/authentication you would like to use under the "connect using" section to reauthenticate to that Salesforce user. You can also click on a different user before clicking on the one you'd like to utilize. If you would like to set up a new authenticatio...
See more on help.formassembly.com

Reauthenticate Using Username, Password, and Security Token

  • If you are using the older method of authenticating with a username, password, and security token, then you will need to update all three of these pieces of information in order to reauthenticate the connector. If you are reauthenticating the connector with the same login information, you will receive a prompt asking if you would like to update all your other connector…
See more on help.formassembly.com

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