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.