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- When the Salesforce Password is changed, it is necessary that the new Salesforce Password is updated in DBSync setup for uninterrupted integration. New Security Token should also be updated. If the Salesforce Password or Security Token is incorrect, integration will not be successful. The following steps should be followed to update Salesforce Password & Security Token.
- Open www.mydbsync.com and , hover over My Account and click on Customer Login button.
- Enter your DBSync Username and Password for and click on Sign in.
- Once logged in, click on Launch Development Studio available in My Home tab to navigate to DBSync project page.
- Click on the Project and select the required project, click on the Connectors button on the left panel.
- You will see connectors Salesforce & QuickBooks.
- Click on Salesforce Connector select the appropriate End Point under Quick Setup tab. Click on Connect to Salesforce. This will take you to Salesforce login page. Enter your username & password to login to Salesforce. Once you login to Salesforce, your Salesforce connector is connected to your Salesforce instance. If you want to connect using different Salesforce instance, click on Disconnect in Quick Setup tab. Then, connect using the required Salesforce credentials.
- You can also use Advanced Properties tab to connect to your Salesforce instance. Go to Advanced Properties, fill in the Salesforce Username, Password & Security Token for your Salesforce Instance. Select the appropriate End Point. Once you enter all the required details, click on Validate Connection. If the validation is successful, click on Save to Save the Salesforce details. If the validation fails, you will see Validation Errors on the top right corner. Refer the details in Validation Errors section and make the necessary changes in Advanced Properties and click on Validate Connection again.
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