How to Re-Authenticate Your Salesforce Connection in Ad Experiences

Customers leveraging our Salesforce integration with Ad Experiences may, at some point, need to re-authenticate their connection for one of the following reasons:

• Their connection with their current SFDC instance has been disrupted/broken
• They need to re-authenticate with a new SFDC user 
• They need to connect a different instance of SFDC with their Ad Experiences account 

This article will cover instructions for the first two scenarios. If you need to connect your Ad Experiences instance with a different/new instance of SFDC, please submit a ticket through the Terminus Support Portal.

Re-Authenticating an Expired SFDC Integration

If you receive the following message in your Ad Experiences instance (generally displayed at the tactic level):

Navigate to Settings > Integrations tab > Select the "Authenticate Salesforce" button, and follow the standard OAuth steps:

Once you've re-authenticated, you should see this updated message:

Re-Authenticating with a new SFDC User

If you need to re-authenticate the integration with a different SFDC user in your current instance, navigate to Settings > Integrations tab > Re-authenticate via the Click Here link: 

If you need to verify who your original authenticating user was, or, if you need to break the current SFDC integration, you can follow these steps in your SFDC instance:

Navigate to Setup at the top right inside Salesforce

• On the left hand pane please click into the “Quick Find / Search”, paste in “Connected Apps OAuth Usage”
• Click “Connected Apps OAuth Usage”, on this page you should see a connected app called “MyTerminus”

• To the right of this you should see a column with “user count”, please click this underlined number and a user name will be displayed. Here, you can also revoke access for the connected user.

If you have additional questions please reach out to support through the Terminus Support Portal.