Refresh Salesforce Integration Connection

Refresh your Salesforce integration connection to restore the data sync between Ordway and Salesforce. Refresh it periodically, and especially after an outage or disruption. To refresh it, disconnect the integration and then reconnect it.

Prerequisites

• You must be an Ordway Admin user.
• You must also be a Salesforce Administrator.

Refresh the connection

1. In Ordway, on the left navigation menu, click Setup > Integrations. The Integration Settings page is displayed.
2. Under CRM section, locate Salesforce and then click SETTINGS.  The Setup Salesforce page is displayed.
   
3. Confirm that Salesforce app version is set to Version 2.
4. Scroll to the Connection Established section and then click Disconnect.
5. Reconnect the Salesforce integration.

Result

The Salesforce connection is refreshed. When it is active, the Connection Established section shows Connection Status: Connected.