SaaSify

We are going to see the issues experienced in SaaSify when establishing the connection with Salesforce. Below are the three common issues that you might come across in SaaSify:

1. OAuth and OpenID Connect Settings are disabled in Salesforce

2. Incorrect Password

3. Security Token entered is Wrong or Changed

OAuth and OpenID Connect Settings are disabled in Salesforce

Problem: OAuth and OpenID Connect Settings are disabled

This needs to be enabled in Salesforce, but you will face the issue in SaaSify when validating the connection. You will come across the following error “Failed to validate please check the configuration”.

Solution: To fix this issue, we need to make sure that, we are enabling the OAuth and OpenID Connect Settings in Salesforce by following the below steps:

1. Navigate to Setup (Gear Icon)

2. Search for OAUth and OpenID Connect Settings under Quick Find and click on it

3. Check if Allow OAuth Username-Password Flows and Allow OAuth User-Agent Flows are enabled. If not enabled, then kindly enable them.

Note: This issue only occurs if you have created a new Salesforce instance and are using it for the first time.

Incorrect Password

Problem: Incorrect Password

You will come across the following error “Failed to validate please check the configuration” in SaaSify when validating the connection.

Solution: Ensure that you are providing the correct password for the Salesforce Username under Integrations in SaaSify to validate the connection.

Security Token entered is Wrong or Changed

Problem: Security Token entered is Wrong or Changed

You will face the following error “Failed to validate please check the configuration” in SaaSify when validating the connection.

Solution: We need to make sure that the Security Token entered is valid and correct. Check the Email that you have received from Salesforce Support (support@salesforce.com) and copy the Security Token and enter the same in SaaSify under Integrations.

Note: When you create a Salesforce account, Salesforce sends an email message from support@salesforce.com with 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.

If you are unable to find the Security Token sent by Salesforce team, then you have an option to Reset the same by following the below steps:

1. To navigate to Reset Security Token, you need to click on View Profile and click Settings

2. Search for Reset Security Token under Quick Find and click on it

3. Click on Reset Security Token

4. This will send a new security token in your Email

5. Capture the Security Token that you have received.
   

Note:

If all the above three steps still don’t resolve the validation issue in SaaSify, please follow the additional approaches outlined below:

Check Login History for Errors

To identify if any login errors have occurred, follow these steps:

1. Click the Gear icon (top right) and select Setup.

2. In the Quick Find search bar, type Login History and click on it.

3. Review the logs to see if there are any failed login events or errors.

Grant Access to SaaSify Support Team for Troubleshooting

To allow the SaaSify team to troubleshoot the issue directly in your Salesforce instance, please grant login access by following these steps:

1. Click on your Profile Avatar (top right corner) and select Settings.

2. In the Quick Find search bar, type Grant Account Login Access and click on it.

3. Grant access to Spektra Systems LLC Support.

4. Specify the access duration.

5. Click on Save.