Please Note: This must be completed before February 1st, 2022.
To Enable oAuth 2.0 Tokens for Net-Results Sync
Salesforce is requiring 2 Factor Authentication starting February 1st, 2022. This will require your team to enable oAuth 2.0 Tokens for Net-Results Sync with Salesforce. This process is expected to take 5 minutes.
Before you start, if you are logged into SalesForce please log out now. You will need to remain logged out until the below steps are directed.
Step One
Login to Net-Results
From the menu hovering your email address, navigate to Integration Settings->SalesForce->SalesForce Sync Setup oAuth
Click on Begin Auth
This will open an additional tab in your browser prompting you to log in to SalesForce
(Modern browsers block changing the URL in the same tab, we must pop a new tab/window)
Step Two
Log in with the SalesForce User that will be used for the syncs
You will be presented the following to grant access to Net-Results
Allow Access?
Net-Results is asking to:
Access the identity URL service
Manage user data via APIs
Perform requests at any time
Do you want to allow access for email address (Not you?)
Step Three: We’re asking you to allow us access to:
Access the identity URL service – This allows Net-Results to log in to get required info about the user
Manage user data via APIs – This allows Net-Results to make the required API calls to sync data
Perform requests at any time – This allows Net-Results to get and use refresh tokens
Click on Allow
This will redirect you to the field mappings page in Net-Results (this may take a few seconds to complete)
Close the Salesforce Sync Setup oAuth tab
oAuth has now been added to your Net-Results account