Salesforce Org
  • 28 Jul 2022
  • 3 Minutes to read
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Salesforce Org

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You must register the Salesforce organization to use any Salesforce Org functionality inside AutoRABIT. When you register your Salesforce organization in AutoRABIT, AutoRABIT gets connected to your Salesforce organization with required permissions.

By default, AutoRABIT connects to orgs using the secure OAuth method (our recommended approach). If required, you can also connect to orgs using username/password connections.

Adding a Salesforce Org connection via OAuth

  1. Login to AutoRABIT account. 
  2. Go to the Admin > SF Org Mgmt. page.
  3. From the SF Org Mgmt. screen, click on Add icon.
  4. Enter the Salesforce Org Name.
  5. Select the Salesforce Org Type from the drop-down (Developer, Sandbox, Production).
  6. Select the Environment from the drop-down (Production or Development Edition, sandbox, Pre-Release).
  7. Salesforce Org URL is predefined based on the Environment selected.
  8. Select Access type as OAuth as the authentication method.
  9. Click Validate and Save to proceed through the OAuth flow and allow AutoRABIT to connect to your Salesforce Org.
  10. Click Allow when prompted to grant AutoRABIT access to the Salesforce Org.
  11. The Org will now be added to your list of saved connections. It will appear in the list of available orgs via the dropdown for future comparisons and automation jobs.
Important Note:
If your Salesforce Org is configured with nCino objects, you can select the "Is nCino Installed" checkbox. For easier identification from other Salesforce Org, the nCino logo is added for each nCino configured Salesforce Org.

Connecting to a Salesforce Org using username/password

  1. Go to the Admin > SF Org Mgmt. page.
  2. From the SF Org Mgmt. screen, click on Add icon.
  3. Enter the Salesforce Org name.
  4. Select the Salesforce org type from the drop-down (Developer, Sandbox, Production).
  5. Select the Environment from the drop-down (Production or Development Edition, sandbox, Pre-Release).
  6. Select Access Type as Standard as the authentication method.
  7. Enter the username and password.
  8. Enter the Salesforce Orgsecurity token (For more information on salesforce security token and where to find them, click here).
  9. Click Validate and Save to proceed through the OAuth flow and allow AutoRABIT to connect to your Salesforce Org.
Important Note:
If your Salesforce Org is configured with nCino objects, you can select the "Is nCino Installed" checkbox. For easier identification from other Salesforce Org, the nCino logo is added for each nCino configured Salesforce Org.

What is Salesforce Security Token and How Do I Find It?

Your Salesforce security token is a case-sensitive alphanumeric key that is used in combination with a password to access Salesforce via API. The purpose of the token is to improve the security between Salesforce users and Salesforce.com in the case of a compromised account. It ensures, among other things, that if a user’s account credentials are compromised, a third party wouldn’t be able to access Salesforce.

Losing the security token

If you can’t remember your security token and have deleted the email containing the token, the only way to retrieve it is by resetting the token. Salesforce does not provide an option to view your token within the web application; the only option available is to reset it.

Getting the Security Token for Your Salesforce Account

When you create a Salesforce account, Salesforce sends an email message from support@salesforce.com with the subject: salesforce.com security token confirmation to the email address associated with the account. This email message contains the Security Token for the account and is the only place where you can find the Security Token value. When you change the account password, the security token is also regenerated (so the previous one expires) and a similar email is sent.

To get the security token for your Salesforce account In the mailbox for the email address associated with the Salesforce account, look for the latest email message received from support@salesforce.com with the subject: salesforce.com security token confirmation

If you cannot find the latest email with the security token, reset the security token: 

  1. Log in to Salesforce using the Salesforce account.
  2. In the User Menu, select Setup
  3. In the menu on the left, under Personal Setup, expand My Personal Information, and then click Reset My Security Token. Follow onscreen instructions. 
  4. A new email message will be sent. 
  5. Open the message, and then copy the Security Token value.
Important Note:
It’s recommended that you save this email in a secure location so that you don’t have to reset your security token every time you need it.

Edit Salesforce Org details after registration

You can change the Environment type, or the Access Type, or both. 

  1. From the SF Org Management screen, choose the desired environment type and/or access type from the respective dropdown fields.
  2. To edit the User Name also, ensure that the Access type is set as Standard.
  3. Click SAVE DETAILS or TEST CONNECTION, and you will see one of the following confirmation messages:
    • If you change the Environment type:
    • If you change the Access Type:
    • If you change the Environment type and also the Access Type:
  4. Click YES to complete the request. Click NO to close the confirmation message without changing the details.