If your Backstory and Salesforce integration loses its authorization, you may need to re-authorize the integration user to restore the connection. Re-authorization renews the secure connection by requiring the integration user to sign in to Salesforce again. Until the connection is re-authorized, Backstory cannot push data to or pull data from Salesforce.
Note: This process requires a Backstory administrator account.
Re-Authorize the Salesforce Integration User
These steps renew the connection between Backstory and Salesforce. Complete them once per Salesforce integration in your Backstory instance.
Log into Salesforce using your organization's Salesforce-to-Backstory integration user account. The integration user is the dedicated Salesforce user your organization created for Backstory to read, create, and update Salesforce data.
In a separate tab, log into Backstory as a Backstory administrator.
Click the grid icon in the top left corner, then navigate to the Admin Panel.
Under CRM Sync, click CRMs.
Locate the integration that needs to be re-authorized, then click Review Settings.
On the Connection and Package tab, click Re-Authorize.
Log in using the integration user credentials if you are prompted to do so.
Confirm That Data Is Flowing Again
After re-authorizing, use these checks to confirm that Backstory and Salesforce are exchanging data.
Navigate to the Backstory Admin Panel, then click CRMs under CRM Sync.
Select your Salesforce integration, then click Review Settings.
On the Connection and Package tab, confirm that the connection shows as active.
Open the Permissions tab and check the Last Synced date and time. A recent timestamp indicates that data is flowing.
Open the Sync Log tab and confirm that recent push and pull operations completed successfully.
If any of these checks look wrong after re-authorizing, contact support@backstory.ai.
Frequently Asked Questions
When do I need to re-authorize my Salesforce integration?
You may need to re-authorize if the connection between Backstory and Salesforce loses its authorization.
Who needs to complete re-authorization?
A Backstory administrator must complete the re-authorization process. The Salesforce integration user is used to authenticate the connection with Salesforce, but does not need a Backstory login.
Do my end users need to do anything?
No. Only a Backstory administrator needs to complete the re-authorization. Your users do not need to take any action.
Need Help?
Contact your Customer Success Manager or support@backstory.ai.