- 06 Mar 2023
- 3 Minutes to read
- Contributors
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Salesforce Org
- Updated on 06 Mar 2023
- 3 Minutes to read
- Contributors
- DarkLight
- PDF
You must register the organization to use any Salesforce Org functionality inside ARM. When you register your Salesforce organization in ARM, ARM connects to your organization with the required permissions.
By default, ARM connects to orgs using the secure OAuth method (our recommended approach). You can also connect to orgs using username/password connections if you need to.
Adding a Salesforce Org connection via OAuth
- Log in to your ARM account.
- Go to the
Admin > SF Org Mgmt.
page. - From the
SF Org Mgmt.
screen, click on theAdd
button. - Enter the
Salesforce Org Name
. - Select the
Salesforce Org Type
from the drop-down (Developer, Integration, QA, UAT, Production). - Select the
Environment
from the drop-down (Production or Development Edition, Sandbox, Pre-Release, Custom URL). Salesforce Org URL
is predefined based on the Environment selected.- Select
Access type
asOAuth
as the authentication method. - Click
Validate & Save
to proceed through the OAuth flow and allow ARM to connect to your Salesforce Org. - Click
Allow
when prompted to grant ARM access to the Salesforce Org. - 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.
Is nCino Installed
checkbox. The nCino logo is added for each nCino configured Salesforce Org for easier identification from other Salesforce Org.Connecting to a Salesforce Org using username/password
- Go to the
Admin > SF Org Mgmt.
page. - From the
SF Org Mgmt.
screen, click on theAdd
button. - Enter the
Salesforce Org Name
. - Select the
Salesforce Org Type
from the drop-down (Developer, Integration, QA, UAT, Production). - Select the
Environment
from the drop-down (Production or Development Edition, Sandbox, Pre-Release, Custom URL). - Select
Access Type
asStandard
as the authentication method. - Enter the
User Name
andPassword
. - Enter the
Security Token
(For more information on Salesforce security tokens, click here). - Click
Validate & Save
to proceed through the OAuth flow and allow ARM to connect to your Salesforce Org.
Is nCino Installed
checkbox. The nCino logo is added for each nCino configured Salesforce Org for easier identification from other Salesforce Org.What is Salesforce Security Token, and How Do I Find It?
Your Salesforce security token is a case-sensitive alphanumeric key used with a password to access Salesforce via API. The token aims 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 cannot 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 is resetting 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 regenerated (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:
- Log in to Salesforce using the Salesforce account.
- In the User Menu, select
Setup
. - In the menu on the left, under
Personal Setup
, expandMy Personal Information
, then clickReset My Security Token
. Follow the instructions on the screen. - A new email message will be sent.
- Open the message and then copy the
Security Token value
.
Edit Salesforce Org details after registration
You can change the Environment
type, the Access Type
, or both.
- From the screen, choose the desired environment and access types from the respective dropdown fields.
- To edit the
User Name
, ensure that theAccess type
is set asStandard
. - Click
Save Details
orTest 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 theAccess Type
:
- If you change the
- Click
Yes
to complete the request. ClickNo
to close the confirmation message without changing the details.