For the best experience when using a Salesforce Connector in Cyclr – and to reduce the frequency at which Cyclr must obtain a new Access Token as well as avoid some potential connection issues – the following Salesforce Session Settings are recommended.
Configuring these values is done within the Salesforce organization being accessed so is likely to be done by your customer. You should therefore request that each of your customers perform these steps.
Instructions
- Log in to the Salesforce organization, go to Setup, then use the Search to find Session Settings.
- Under Session Timeout:
- Timeout Value: Set this for as long as possible, for example, 24 hours.
- Force logout on session timeout: Disable this setting.
- Under Session Settings:
- Lock sessions to the IP address from which they originated: Disable this setting.