SalesForce Security Token

If you are looking for how to setup a sync to SalesForce click here

To protect your sensitive data, SalesForce CRM requires CompanionLink to provide a security token in order to sync.

Lightning View (the current and default view)

1. Log into your SalesForce Account
2. Click your icon in the top right
3. Click Settings
4. Under My Personal Information you will see "Reset your Security token"
5. Click the "Reset Security Token" button
6. You will then receive a warning message - Press Reset at the bottom of this page
7. Your new Security token will be emailed to you.
8. Once you receive this token please enter it in CompanionLink Setup.

Classic View

1. Log into your SalesForce Account
2. Click Switch to Lightning Experience in the top right