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Adding or updating your Salesforce credentials in Soapbox

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To establish a connection between Soapbox and your Salesforce instance, you will need to add the Salesforce Username, Salesforce Password, and Salesforce Security Token for a Salesforce user account of your choice in Soapbox. This Salesforce user account you select can be an existing user account or, as a recommended approach, a user whose Profile in Salesforce has been updated so passwords don't expire automatically. Regardless of the approach you take, using an account that is a Salesforce administrator is recommended so it will have appropriate access to your Salesforce instance.

Beyond the initial entering of your Salesforce credentials to establish the connection between Soapbox and Saleseforce, if the username, password or security token for the Salesforce account used by Soapbox changes, you will need to update them in Soapbox as soon as you can. Until you do so, all connections between Soapbox and your Salesforce instance will be broken.

It is important to note that, should you update the password of the Salesforce account, this will reset the security token as well. An email with the new token will be sent to the email associated with the user account. You will need to use the new security token along with the new password when entering your updated Salesfore credentials in Soapbox.

How you add or update your Salesforce credentials in Soapbox is determined by the version of the Soapbox administrator your site has.

I have the Soapbox Engage Administrator with... I have the Soapbox CMS Administrator with...
  • Main menu with no drop down options
  • Home link in the main menu
  • Soapbox Engage User Account module at the top of the right column of the home page
  • Salesforce.com Settings module in the right column of the home page

  • Main menu with many drop down options
  • Menu link in the main menu
  • Icons for managing content in the left column of the home page
  • Getting Help with Your Soapbox Site module at the top of the right column of the home page

For Soapbox sites using the Soapbox Engage Administrator:

To add or update your Salesforce credentials within the Soapbox Engage administrator:

  1. Login to your Soapbox administrator
  2. Click Salesforce.com Settings in the right column to expand the module

    add-salesforce-credentials.png

  3. For the Salesforce Account drop down, select "My Salesforce Account"
  4. After the form expands to display additional fields, enter the following values in the module. NOTE: Once these credentials are entered and saved, the values are encrypted in the database for security reasons and not displayed in these fields.
    1. For Salesforce Username, enter the username of the account you wish to use when Soapbox accesses the install.
    2. For Salesforce Password, enter the password for this account.
    3. For Salesforce Security Token, enter the security token for this account. If you have not created a security token yet or need to reset it, login to your Salesforce account and:
      • If you clicked Setup, select My Personal Information | Reset My Security Token.
      • If you clicked My Settings, select Personal | Reset My Security Token.
      The email address for the account will receive the security token. If you reset it, any other third party services accessing your Salesforce account through this login will need to be updated as well.
    4. For Salesforce WSDL, choose Partner.
  5. Click the "Save Salesforce Account Settings" button to save your credentials.

For Soapbox sites using the Soapbox CMS Administrator:

To add or update your Salesforce credentials within the Soapbox CMS administrator:

  1. Login to your Soapbox administrator
  2. In the main menu, go to Components > Salesforce Dashboard
  3. Click Salesforce Settings in the right column
  4. Enter the following values in the module that expands. NOTE: Once these credentials are entered and saved, the values are encrypted in the database for security reasons and not displayed in these fields.
    1. For Salesforce Username, enter the username of the account you wish to use when Soapbox accesses the install.
    2. For Salesforce Password, enter the password for this account.
    3. For Salesforce Security Token, enter the security token for this account. If you have not created a security token yet or need to reset it, login to your Salesforce account and:
      • If you clicked Setup, select My Personal Information | Reset My Security Token.
      • If you clicked My Settings, select Personal | Reset My Security Token.
      The email address for the account will receive the security token. If you reset it, any other third party services accessing your Salesforce account through this login will need to be updated as well.
  5. For Salesforce WSDL, choose Partner
  6. Click Save
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