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Tutorial Title: Troubleshooting Salesforce CRM Integration Authentication Errors
Overview
This tutorial provides a step-by-step guide to troubleshoot common authentication failures when integrating your Salesforce CRM with our platform. It covers essential Salesforce permission settings and platform configurations required for a successful connection, addressing issues where standard setup guides may fall short. This issue has been identified as a high-frequency pain point across multiple user feedback channels, indicating a critical need for clear guidance.
Prerequisites


An active Salesforce CRM account with administrator privileges.


Access to your platform's integration settings.


A stable internet connection.


Steps


Verify Salesforce API Access for the User:

Log in to your Salesforce account as an administrator.
Navigate to Setup > Users > Users.
Select the user account attempting the integration.
Ensure the assigned profile has the "API Enabled" permission checked. If not, edit the profile and enable it.



Check Connected App IP Range Restrictions (if applicable):

In Salesforce Setup, go to Apps > Connected Apps > Manage Connected Apps.
Locate the connected app associated with our platform integration.
Click "Edit Policies" and review the "IP Relaxation" setting. If it's set to "Enforce IP Restrictions," ensure your platform's IP addresses are whitelisted. For most cases, "Relax IP Restrictions" is recommended for broader compatibility.



Confirm Correct Security Token Usage (for legacy integrations):

If your Salesforce instance or integration requires a security token in addition to the password, ensure it is appended directly to the password without any spaces (e.g., yourpasswordYOUR_SECURITY_TOKEN).
Users can reset their security token in Salesforce by navigating to Settings > Personal Information > Reset My Security Token.



Review Platform Integration Settings:

Log in to your platform account.
Navigate to Settings > Integrations > Salesforce.
Re-enter your Salesforce username and password (including the security token if applicable) carefully.
Ensure the correct Salesforce environment (production or sandbox) is selected.



Test the Connection:

After making the necessary changes, click the "Test Connection" or "Save and Connect" button within the platform's Salesforce integration settings.
Verify the connection status. If the issue persists, review Salesforce login history for more specific error details.



Tips & Warnings


Tip: Always use a dedicated integration user in Salesforce with the least privilege necessary for the integration. This enhances security.


Warning: Be cautious when modifying Salesforce profiles and permission sets, as incorrect changes can impact other users' access.


Tip: If your organization uses Salesforce IP ranges, ensure our platform's outbound IP addresses are added to your 


Salesforce trusted IP range.