SALESFORCE - How do I add/update the CRM credentials used by DemandCenter's CRM Integration?

To update the Salesforce credentials used by DemandCenter's CRM Integration:

1. Before getting started, your team will need to choose/create a Salesforce User to be the ongoing CRM Integration User for your DemandCenter account. The credentials and permissions of this user will be used on an ongoing basis to allow DemandCenter to utilize the Salesforce API for the purpose of synchronizing data for Leads, Contacts, and Campaigns between both systems.
   
   

   Note - To avoid potential access issues and ongoing maintenance by your team, we recommend the following configurations in Salesforce for the CRM Integration User (optional): Set the password to never expire. Every time the password expires for your CRM Integration User, you must generate a new Security Token and password. Then the credentials must be updated in DemandCenter. By setting the password to never expire, you can avoid this burdensome ongoing maintenance.   Select a Dedicated User Account. By not allowing other team members to use the same credentials, there will be no confusion as to which updates were made by Integration Services.   Add the User to the System Admin User Profile.  DemandCenter's Integration Services do not require any special administrator capabilities, but the System Admin profile ensures that there are no permission changes or conflicts that might prevent Integration Services from running successfully.

2. If your account's CRM integration service is active, then you will need to temporarily deactivate the integration first in order to edit the CRM Integration credentials.
   
   
3. Go to Settings > Integration Settings > CRM Integration > Credentials.
   
   
4. Enter the following information into the corresponding fields for the Salesforce User Account that will be used by CRM Integration to access the Salesforce API on an ongoing basis. 
   
   
• CRM Type: Choose Salesforce.
  
• Username: Provide the Salesforce User to be used for ongoing integration.
• Password: Provide the password for your Salesforce User.
• Account type: Choose your Salesforce account type (Enterprise, Professional, Enterprise Sandbox, Professional Sandbox, Unlimited, Unlimited Sandbox).
• Security Token: Provide the security token associated with your Salesforce User Account.
  
  

  Note - Salesforce requires a security token to be provided for integration purposes. Typically, a new Security Token is automatically generated each time the CRM Integration User's password changes. For instructions on how to reset the security token for your CRM Integration User, please consult this Salesforce resource.

  
  
  

5. Click Save to retain your changes to the integration credentials.
    
6. Click Test to confirm that the credentials that you've entered are valid and working.
    
7. If Step 6 shows you a confirmation message indicating that your credentials are valid, then you may now reactivate integration.