Resolve Salesforce service account user or profile errors
Overview
Code42 connects to your Salesforce environment using a service or integration account. You can control access to Salesforce data by deactivating or freezing users or removing their permissions. However, if any of these actions are taken on the Code42 service account user (or its associated custom profile) in Salesforce, the Code42 connection enters the Error status and monitoring stops. This article helps you resolve these errors and return the connection to Monitoring.
View the connection's details for more information about the cause of the error. Errors can occur due to the following:
- The Code42 service account user has been deactivated in Salesforce
- The Code42 service account user has been frozen in Salesforce
- The custom profile associated with the Code42 service account user has incorrect permissions
User has been deactivated
In Salesforce, you can deactivate users to prevent them from logging into your environment while preserving historical activity and avoiding orphaned records and the loss of business information. If the Code42 service account user is deactivated in Salesforce, this error message is displayed in the connection's details:
The Salesforce service account user that authorized this data connection has been deactivated. Reactivate the user account to return this data connection to monitoring.
To reactivate the Code42 service account user and resolve the error:
- Log into Salesforce using your administrator account.
- If needed, navigate to Setup.
- In Lightning Experience: Click the Setup icon in the upper-right corner of the screen, then select Setup from the menu that appears.
- In Salesforce Classic: Click Setup in the upper-right corner of the screen.
- Navigate to Users.
- In Lightning Experience: Under Administration, go to Users > Users.
- In Salesforce Classic: Under Administer, go to Manage Users > Users.
- Locate the Code42 service account user in the list.
The Active checkbox is cleared, indicating that this user is deactivated. - Click Edit.
- In the user's General Information section, select Active to reactivate the user and then click Save.
Code42 detects the reactivation, automatically clears the error, and returns the connection to the Monitoring status within 20 minutes.
User has been frozen
If the Code42 service account user is frozen in Salesforce, this error message is displayed in the connection's details in the Code42 console:
The Salesforce service account user that authorized this data connection has been frozen. Unfreeze the user account to return this data connection to monitoring.
This error occurs in these situations:
- An administrator has accidentally frozen the Code42 service account user in Salesforce.
Freezing a user in Salesforce also prevents that user from logging in, and is used to prevent access in situations when you can't immediately deactivate a user account. - The Code42 service account user has logged into Salesforce via the API too many times within an hour, and Salesforce has automatically frozen the account for security reasons.
If you use the Code42 service account user for other integrations, those additional API logins and requests may exceed the Salesforce hourly limit. It's unlikely that the Code42 service account user will exceed the hourly limit if you use it only for report download monitoring. This error automatically resolves within the hour when the hourly login quota resets.
If the Code42 service account user has accidentally been frozen by an administrator, unfreeze it in Salesforce to resolve the error:
- Log into Salesforce using your administrator account.
- If needed, navigate to Setup.
- In Lightning Experience: Click the Setup icon in the upper-right corner of the screen, then select Setup from the menu that appears.
- In Salesforce Classic: Click Setup in the upper-right corner of the screen.
- Navigate to Users.
- In Lightning Experience: Under Administration, go to Users > Users.
- In Salesforce Classic: Under Administer, go to Manage Users > Users.
- Locate the Code42 service account user in the list.
- Click Edit.
- Click Unfreeze at the top of the screen to unfreeze that user.
Code42 detects the change, automatically clears the error, and returns the connection to the Monitoring status within 20 minutes.
Profile permissions are incorrect
When you set up a custom profile for the Code42 service account, you give that profile a number of permissions that allow it to access data in your Salesforce environment. If a required permission is not given to this profile (or is later accidentally revoked), this error message is displayed in the connection's details:
The Salesforce profile for the service account user that authorized this data connection does not have the correct permissions. Verify the profile's permissions to return this data connection to monitoring.
To grant the profile the correct permissions and resolve the error, verify that the profile has been granted the correct Administrative Permissions and General User Permissions. After the correct permissions are granted, Code42 detects the change, automatically clears the error, and returns the connection to the Monitoring status within 20 minutes.
External resources
Salesforce documentation