Edit a Riva Cloud Connection for Salesforce to Use OAuth

You can create Riva Cloud connections to Salesforce that rely on OAuth security tokens. Existing customers can convert. What are the advantages?

• The user only has to approve OAuth once. From that point on, the approved OAuth security token is used to connect.
• The Riva Cloud connection always works, regardless of how many times a user's Salesforce login password changes. Users can change their Salesforce password without having to remember to log in to Salesforce and change the connection password.
• At any time, the user can revoke the security token to prevent Riva Cloud from gaining access.
• The "Trusted Network" setup in Salesforce is no longer required.

Contents:

• How to edit a Riva Cloud connection for Salesforce to use Oauth (using Re-validate Connection).
• Test and configure the new connection.
• Verify the OAuth security token and, if required, revoke access.

How to Change a User Name for a Riva Cloud Connection for Salesforce That Uses "Re-Validate Connection"

1. Disable the sync policy.

2. Make sure that you are not logged in to Salesforce as any user.

3. On the Riva Cloud Dashboard, next to the Salesforce connection, select Edit.
   
   

4. In the browser location field, append "-oauth" (without the quotation marks) to the current URL and press Enter.
   
   

5. Confirm that the User name and Salesforce Organization Id are correct.

   

6. Select Re-Validate Connection.

   

7. In the Salesforce login window that appears, authenticate into Salesforce. Use the user name and password for the connection, and select Log In.

8. Ensure that you are logged in as the correct user.  If you are logged in correctly, select Allow; otherwise, select Deny.

9. When you see Connection has been configured successfully, select OK.

Test and Configure the New Connection

When the Dashboard page re-appears, you need to test and configure the new connection.

1. Disable the sync policy.

2. Make sure that you are not logged in to Salesforce as any user.

3. On the Riva Cloud Dashboard, next to the Salesforce connection, select Edit.

   

4. Near the bottom of the window, select Test Connection.

   

5. Optionally configure one or more options.

6. Select Save to save any changes.

Verify the OAuth Security Token and, If Required, Revoke Access

At any time, the Salesforce user can verify and revoke the OAuth security token if necessary.

The following procedure works in both Salesforce Classic and Salesforce Lightning.

1. Log in to Salesforce as the connection user.

2. Near the top right, select Setup.

3. In the left side menu, look under Administer, and expand Manage Users.

4. Under Manage Users, select Users.

5. Select the name of the user that you want to edit.

6. On the User page that appears, hover the mouse cursor over the OAuth Connected Apps link. In the OAuth Connected Apps pop-up window that appears, verify the token. If you want to revoke it, select Revoke to the left of the token.

   Note: Revoking the token immediately breaks the Riva Cloud connection, and all data sync will fail for the users who were using that connection.