Log in to your SalesForce account as an admin user and follow the instructions below:
Reset Your Security Token
Reset Your Security Token
If you have previously connected other apps and already have your Security Token, you don't need to reset it. You can skip this part and use the one you already have.
Click your user profile icon in the top right corner, then click Settings.
In the menu on the left, click Reset My Security Token, then click the Reset Security Token button.
Your Security Token will be sent to you by email. You will need to enter it into the Daktela integration.
Create a New Connected App
Create a New Connected App
Click the Settings icon in the top right corner, then click Setup.
In the menu on the left, scroll down to Platform Tools, open Apps and click App Manager:
Click New Connected App:
Under Basic Information, fill out:
Connected App Name: type any name.
API Name: will be filled out automatically, you don't need to change the name.