Purpose
When OAUTH tokens are refreshed in Salesforce, it disconnects the Allbound integrated source account from Salesforce. This article will explain how it can be reconnected. The steps listed in the article guide you through reconnecting your Allbound integrated app, whether it's due to the OAUTH tokens being refreshed, or otherwise.
Below are the steps you will need to take to reauthorize your Salesforce connection with Allbound.
The below steps can be followed whenever your Allbound integration is disconnected and you're having trouble authorizing the app.
- Login to your Salesforce Site.
- Login to your Allbound Site in another tab in the same browser window.
- In your Allbound, navigate to Settings > Integration Manager > Source Accounts > Click "Edit" next to Salesforce.
- Go back into the Salesforce tab of your browser. Go to Setup > App Manager > Click the downward facing arrow all the way to the right of the Allbound app in the list, then click "Edit"
- Remove/Delete the Callback URL listed in the box, and enter the one that you see in your Allbound tab in the source account where it says "Callback URL". Copy & Paste the Callback URL from Allbound into Salesforce.
- Click "Save" when done.
- One the next page, click "Manage Consumer Details"
- Copy the Consumer Key, then tab back over to your Allbound tab. Paste it in the "Consumer Key" box.
- Tab back over to your Salesforce. Copy the "Consumer Secret" and paste it into the corresponding box on the Allbound side.
- Insert your Salesforce CLASSIC mode URL into the "Instance URL" box. (e.g. https://example-domain.my.salesforce.com/)
- Finally, click "Authorize Salesforce" and login as the user you wish to connect the app with. Please review documentation on this topic: About The Salesforce Integration User
- It should open into a Salesforce screen and the last step there would be to click the "Allow" button.
How to setup automatic notifications from Salesforce whenever OAuth Tokens are refreshed:
Since this event takes place on the SFDC side, Allbound would not be able to send a specific notification for it, but you can set up a Salesforce notification whenever OAuth tokens are refreshed. Here's a general outline of how you can achieve this:
- Identify the event or trigger that occurs when the OAuth tokens are refreshed. This will depend on your specific implementation and how you handle token refreshes. For example, you might have a custom Apex code that handles the token refresh process.
- Once you have identified the trigger, you can create a Salesforce workflow rule or process builder to generate a notification. These tools allow you to define criteria and actions based on specific events.
- Within the workflow rule or process builder, specify the criteria that will trigger the notification. This could include conditions related to the token refresh event, such as specific field values or changes in certain records.
- Define the action to be performed when the criteria are met. In this case, you would configure the action to generate a notification. This could involve sending an email, creating a task, or even invoking an external system using Salesforce Outbound Messaging or Platform Events.
- Save and activate the workflow rule or process builder. Once active, it will start monitoring for the specified event and trigger the notification whenever the OAuth tokens are refreshed.
It's important to note that the specific steps and tools required may vary depending on your Salesforce edition, customizations, and integration architecture. It's recommended to consult Salesforce documentation or seek guidance from a Salesforce administrator or developer for detailed instructions tailored to your specific setup.