Updating your Salesforce connection in Lexio


*You must be an Admin to update a data connection*

 

You may need to update your Salesforce connection if or when your SF password or token expires. When you reset your password in Salesforce, it also resets your SF access token. When this happens, be sure to update the credentials in Lexio to ensure the data is up-to-date.

 

In the Data tab, click on the application you want to update, and click the "Update credentials" button. There, you'll be able to add the new password and token.

 

D1a_Update_Credentials.png

 

Note, this must the password and token associated with the Salesforce account under which the app was originally created. 

 

There is no way to transfer ownership of an app from admin to another.  


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