Sometimes a user will go in and remove the authorization related custom settings in Salesforce, or an administrator will drop the oauth link.
To refresh the oauth token or those custom settings objects, you can reauthorize Salesforce through Stax Bill.
- Log out of all Salesforce accounts and Stax Bill accounts.
- This step is required because the authorization will link the account you're logged into in Stax Bill, to the account you log into in Salesforce
- Log into the Stax Bill account you want to link
- Follow the authorization link, currently for production live accounts it is: https://login.salesforce.com/services/oauth2/authorize?response_type=code&client_id=3MVG9A2kN3Bn17hswFr_ZchQpNJJd.qVAjPrFRnYaaiVs6kGDZRFspPdomgfkhB8HpPBgY5dsworL6fh.1GLN&redirect_uri=https%3a%2f%2fadmin.fusebill.com%2fsettings%2fsalesforceconfigurations%2fsalesforceoauthcallback (last updated 2021-05-20)
- This link will vary depending on sandbox status or
- Log into the Salesforce account you wish to link
- Follow the Authorization prompts and authorize for all users.
- At this point you should be done.
- To verify, you can check in Stax Bill by navigating to Salesforce settings and using the account id refresh link
- To verify in Salesforce, there should now be a new oauth authorized application
- Stax Bill Custom settings will also have been added or updated.