This article is for existing customers that are using basic authentication (username + password).
Customers can use the same user as they are using now. The migration will allow customers to connect via OAuth2.0 which is more secure and provides a better experience for customers.
Basic authentication will continue to be supported.
If you are currently using a Salesforce API user, do not migrate. Converting a Salesforce API user from basic authentication to OAuth will be supported in a future release.
Go to Settings > Integrations and select Salesforce from the CRM section.
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File a ticket with 6sense Support to initiate a migration. 6sense Support will initiate a migration, which will change your UI to look like this:
Note: During the migration process, your Salesforce integration will remain active using your old basic authentication. Until you successfully complete the migration, 6sense will continue to store and use your old username and password credentials, even if the UI may not represent this.
Click on Sign in to Salesforce. You will see a popup reminding you that you should:
Log out of all tabs in the browser where Salesforce might be connected.
Disable all popup blockers/enable popups.
DON’T use a Salesforce API user, as it is not currently supported.
DO provision permissions onto the Salesforce User. If this is the same User that you used for basic authentication, no changes are needed.
Once you’ve reviewed popup, click on Proceed to migration.
Click on Sign in to Salesforce.
A popup will appear which allows you to sign in using your Salesforce credentials.
You should see the following screen, which means you have successfully connected Salesforce using OAuth.
