Update Salesforce Credentials
Step 1: Login to Cloudingo
From the login page, users that have established the Cloudingo connection to Salesforce using their own Salesforce credentials can use the ‘Login with Salesforce’ option. All other users use the white boxes to login by entering the Cloudingo email/username and password assigned to their Cloudingo account.
Step 2: Update Salesforce Credentials and/or menu display name
The platform menu in your top, left corner contains your Salesforce connections.
Changing the Salesforce credentials associated to Cloudingo is different than changing the Cloudingo username. The Salesforce credentials entered are used to establish the connection between Cloudingo and Salesforce. But, they do not necessarily have to be the same as the Cloudingo username & password that were created when the account was established.
The platform menu display name (in the gray bar labeled ‘Production’ below) for this drop box can also be changed to something more specific to your connection.
To change the menu display name or to update the Salesforce credentials saved to Cloudingo, click on the top, left platform menu dropdown. Click the ‘Edit Salesforce account’ link for the environment that you wish to update the display or Salesforce credentials on.
Edit Salesforce Account
1. Edit Display Name: This will be the name that you see in the platform connection drop menu. It should be descriptive to match the environment that you are connecting to. Edit to change & save the menu display name.
2. Edit Account: To edit the saved Salesforce credentials that are used to establish the connection between Cloudingo and Salesforce, choose this option.
- For Sandbox connections, you will need to update your credentials anytime that your Sandbox is refreshed.
- If you are on Cloudingo’s basic or standard license, please make sure that the credentials that you use are a full system administrator in Salesforce.
- If you are a Cloudingo Enterprise license user, and you are the main Cloudingo administrator (owner user); you will also need full administrative rights in Salesforce.
1. Custom Domain: If you use a Custom URL/Domain when logging into Salesforce (uncommon), you can enter in your Custom Domain here. The custom domain will often automatically populate for you after you successfully connect using the ‘Login with Salesforce’ option. If the custom domain does not auto populate, you can manually enter the custom domain here.
If you do not use a Custom Domain (common), you can simply leave this setting blank.
2. Login with Salesforce: To establish your connection to Salesforce, use the ‘Login with Salesforce‘ option. This will re-direct you to your Salesforce login page where you will enter your Salesforce credentials. Once you have entered your credentials successfully, the Cloudingo connection will be established, and the account will being to re-index. Once the indexing process completes, your dashboard will appear as normal. This is the preferred connection method for Cloudingo.
3. Clear Salesforce connection: You do not need to use this option if you are re-establishing the connection using the ‘Login with Salesforce’ option. You only need to clear the connection if the previous credentials used to establish the connection were entered by a different user using the ‘Login with Salesforce’ option and you will be using the ‘Alternate Connection’ to re-connect instead.
1. Alternate Connection: Check this box to manually enter in your Salesforce credentials using the Salesforce Username, Password & Security Token fields instead of using the ‘Login with Salesforce’ option to establish the connection. You do not need to enter this information if you have already established your connection using the ‘Login with Salesforce’ option.
2. Salesforce Username: For Production connections, the username’s email domain will be hard-coded and cannot be updated. NOTE: For Production, if your email domain has changed, you will need to contact our support team for assistance. For Sandboxes, the last portion of your domain CAN be changed and you will not need to contact us to update this information. You will only need to contact us if the main portion of your domain has changed.
3. Salesforce Password: If the Cloudingo connection fails indicating that you have entered invalid credentials, go directly to Salesforce (outside of Cloudingo) to test your login before re-entering the credentials in Cloudingo again. When testing Salesforce login, be sure to type in the password instead of using the saved password.
4. Salesforce Token. Make sure that you are using the most recent token. If you are unsure, request a new token in Salesforce before setting this value in the Cloudingo credentials. If you do not use security tokens in your Salesforce org, please see #5 below.
5. Configure Cloudingo as a trusted application in Salesforce: If your network requires you to list trusted IP ranges for communication in addition to or instead of using security tokens, toggle this option on.
For more information on white listing Cloudingo’s IP ranges, please visit here.
Once you have finished entering your credentials manually, choose ‘Save and Test’ to save the changes and test the connection. If the connection is successful, Cloudingo will begin re-indexing. Once the indexing process completes, your dashboard will appear as normal.