Reauthenticating Ambition's Salesforce Connection
Ambition can lose connection to Salesforce if the person who installed/authorized Ambition has had their Salesforce account deleted or stripped of necessary permissions.
If this has happened you will need an active Salesforce account with Admin permissions to reauthenticate the Ambition connection.
In some cases, uninstalling Ambition from Salesforce may be required. Learn more about uninstalling here.
- Salesforce System Administrator License
1. Login to your Ambition instance.
2. Open the left navigation and click Administration > Data > Integrations.
3. Click the Settings button on the Salesforce Integration.
4. Since Ambition is already installed, you can bypass Step 1 of the initial install and move directly to Step 2. Click the Authorize API button.
5. Click Allow when prompted. You will be redirected back to Ambition once authorization is complete. This authorization process might take ~1 minute.
Error Upon Reauthorizing?
If you experience an error upon reauthorizing, like shown in the image below, begin with Step 1 of the Installation/Authentication process and click the green Install App button. Follow the remaining steps found here.