Announcement

Collapse

Information Needed

See more
See less

Salesforce Security token

Collapse
X
  • Filter
  • Time
  • Show
Clear All
new posts

  • Salesforce Security token

    I had to change my SF password, and remembered that C&P might not work when the SF Security token changed. Is that still the case, and if so, where do I go in C&P to update with my new security token? Thanks!

  • #2
    Good day pwagner@joyridecenter.org

    If you are NOT using the eVT (Embedded Virtual Terminal) which is typically used for Auctions for Salesforce, you do not need to worry about the integration.

    Connections made through Connect use OAuth and that is not dependent on password.

    Hope that helps.
    Regards,
    Click & Pledge Support Department

    On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

    Join us @ the educational webinars: https://clickandpledge.com/webinars/
    Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
    Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

    Comment


    • #3
      Hi there, I just changed my security token, and I am using the virtual terminal for Auctions. How do I resolve this?

      Comment


      • #4
        Good day @NobelityProject

        Simply you need to update the new information in Sf eVT in the old portal. Please follow the below steps:

        Login to the Portal at https://portal.clickandpledge.com

        Click Account Info (top right), then the 3rd party tab, then SfEVT (just below it), then use a System Administrator login and password as well as the new security token.

        Add an email to the Error Notification list- this will let someone know if the connection goes down again, and click Verify and Update at the bottom. You should get a message to indicate it was successful.

        Click image for larger version

Name:	sf eVT.jpg
Views:	2
Size:	58.8 KB
ID:	43232

        Regards,
        Click & Pledge Support Department

        On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

        Join us @ the educational webinars: https://clickandpledge.com/webinars/
        Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
        Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

        Comment


        • #5
          This worked great! Thanks so much!

          Comment

          Working...
          X