If you are experiencing issues with your Salesforce integration, follow these steps to reauthenticate and restore connectivity:
Step 1: Reauthorize the Integration
Begin by reauthorizing the Salesforce integration in SalesScreen. In many cases, this resolves the issue immediately.
In SalesScreen
Go to:
Manage -> Settings -> Integrations -> Manage on Salesforce
Then:
Manage (On the Salesforce instance) -> Settings -> Reauthorize
Step 2: Reinstall the SalesScreen Connected App
If reauthorization fails, locate the uninstalled SalesScreen connected app within Salesforce. Click on Install to reinstall the app. (Refer to the video for guidance.) After installation, return to Step 1 and attempt to reauthorize again.
Step 3: Enable "Approve Uninstalled Connected Apps" Permission
Ensure that the Salesforce user profile (for example, System Administrator) attempting to reauthorize the integration has the Approve Uninstalled Connected Apps permission enabled. Once this permission is granted, try Step 1 again.
Step 4: Enable "Use Any API Client" Permission
Verify that the Salesforce user profile also has the Use Any API Client permission enabled. After enabling this permission, return to Step 1 and attempt to reauthorize once more.
By following these steps, you should be able to successfully reauthenticate your Salesforce integration. If you continue to experience issues, please contact support for further assistance.