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A Guide on How to Get & Reset Security Token in Salesforce Lightning

Introduction

Salesforce has executed powerful stage security capacities, making it a standout amongst the most secure cloud suppliers on the planet. From multiple points of view, the speculations Salesforce has made in stage security surpass what most enterprises make in verifying applications running in their very own server farms. Notwithstanding, under a shared responsibility model, Salesforce goes about as the information processor, which means Salesforce oversees giving adequate physical and specialized safety efforts, while clients are responsible for the integrity, quality, and utilization of information. Today we will discuss the Salesforce Security Token in the Lightning interface.

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Overview

Your Salesforce security token is a case-sensitive alphanumeric key that is utilized in combination with a secret password to get to the Salesforce instance through the API. The motivation behind the token is to enhance the security between Salesforce clients and Salesforce.com on account of a compromised account. It guarantees, in addition to other things, that if a client's record certifications are undermined, an outsider wouldn't be able to access Salesforce through API or from an untrusted network.

There are two different ways the security token might be entered, contingent upon the application:

  1. The token is affixed as far as possible of password key with no spaces 
  2. The token is entered in a different field from the password

In the main case, while getting to Salesforce by means of API, you annex the token as far as possible of your password key. See beneath, however, remember the brackets would not be entered:

[password][security token]

For instance, on the off chance that your secret password was "football" and your security token was "FidneS38Dn" at that point you would enter "footballFidneS38Dn" (once more, without the quotes).

In the second case, you would essentially enter your security token into a different field. See beneath for an example:

sfdc security token settings blog image

Image Courtesy: skyhighnetworks.com

There are a couple of things about how Salesforce utilizes security tokens that can confuse Salesforce clients and managers such as resetting the security token. Don’t worry our next section talks just about that.

Also, if you are just starting your career in Salesforce, consider going for a Salesforce Cloud Course to move your career on the right path. Next, we will check through the process on how to reset your Salesforce Security Token. 

Resetting your Salesforce Security Token

At the point when a client resets their password, their security token resets too. On the off chance that that client's security token was utilized to coordinate outsider applications with Salesforce, that blend will also break. Each time you reset a password for your account used to interface different applications to Salesforce, you will definitely be required to re-enter your new security token into that application.

Losing the Security Token

On the off chance that you can't recall your security token and have erased the email containing the token, the best way to recover it is by resetting the token. Salesforce does not give a choice to see your token inside the web application; the main alternative accessible is to reset it. Once more, if the current token is utilized for any API combinations, you should refresh your integrations.

When you get to Salesforce from an IP address that is outside your organization's trusted IP range utilizing a work area customer or the API, you need a security token to sign in. A security token is a case-delicate alphanumeric code that you annex to your password or enter in a different field in a customer application.

Security Tokens of Deactivated Users

On the off chance that a client has been deactivated in Salesforce, they never again have a substantial Salesforce client account thus their security token is discredited also. This also would cause API mixes utilizing the deactivated client's security token to break. Notwithstanding, if the client has been reactivated, their unique security token will keep on working until a password reset or token reset has been asked.

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Where can I find or view or Get my Salesforce Security Token?

As referenced above, Salesforce doesn't really give a client a chance to see their security token inside the application. To access your security token, go to "Setup" (shows up in the upper right corner, under your name).
sfdc security token image 2.1

Image Courtesy: skyhighnetworks.com

In the left side menu column (under Personal Setup), open the drop-down item “My Personal Information.” The option to reset your security token will appear right under password reset option.

In the left side menu segment (under Personal Setup), open the drop-down thing "My Personal Information." The alternative to reset your security token will come up right under the password reset choice.

sfdc security token image 3.1

Image Courtesy: skyhighnetworks.com

Salesforce will send you an email containing your new security token. It's suggested that you save this email in a safe area so you don't need to reset your security token every time when you need it.

When you make a Salesforce account, Salesforce sends an email message from [email protected] subject: salesforce.com security token affirmation to the email address related with the record. This email message contains the Security Token for the record and is the main spot where you can discover the Security Token value. When you change the recorded password, the security token is additionally recovered (so the past one lapses) and a comparable email is sent.

To get the security token for your Salesforce account

  1. In the mailbox for the email address related with the Salesforce record to be utilized by the user, search for the most recent email message which has been received from [email protected] with subject: salesforce.com security token affirmation.
  2. If you can't locate the most recent email with a security token, reset the security token:
  • Log in to Salesforce utilizing the Salesforce record to be utilized by the user.
  • In the User Menu that comes up, select the option of Setup.
  • In the menu which is on the left, under the Personal Setup option, go to My Personal Information option, and then click on the Reset My Security Token option given there.
  • Follow the onscreen instructions that come up before you.
  • You must have received a new email message by now.
  1. Open this message, and then carefully copy the Security Token value.

Hopefully, you are clear on how to get the Salesforce Security Token. In the next section, you will check how to keep the token secure. Salesforce is the top customer relationship management (CRM) platform in the world. Think of taking this free, 2-minute Salesforce quiz to see how much you know about the platform and to keep up with new developments.

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How can I keep my token secure?

It's critical to take note of that since a programmer can reset a client's token on the off chance that they get to Salesforce instance from a work area program, if that programmer likewise approached the email address that the client utilized in Salesforce, then at that point they could likewise access the security token also. This is on the grounds that at whatever point a security token resets, the new token is messaged to the client. Given that the vast majority have the propensity for reusing passwords crosswise over various administrations, it's very suggested that Salesforce heads turn on two-factor verification for their Salesforce condition.

Well, the mantra is to Create the security token once, store it in a sheltered spot and after that don't change your password except when you really must!

To get the security token, first ensure you are signed in to Salesforce with the right client account that you need the token for. Keep in mind that tokens differ per client. At that point go to your User Menu (at the highest point of the page) > Setup. From the setup region, in the left section under Personal Setup go to My Personal Information > Reset My Security Token.

On the page that surfaces note the Salesforce cautioning message "Tapping the catch underneath nullifies your current token. In the wake of resetting your token, you should utilize the new token in all API applications" - they aren't joking! On the off chance that you haven't produced your token yet, feel free to click that catch. You'll get your token in an email. In the event that you have a current token and need to recover one, make sure to have a rundown of all your outsider instruments helpful that you'll have to refresh, (for example, the Soapbox coordination module, any email application like Vertical Response or Constant Contact, or other application from the AppExchange).

When you get the token, clutch it! That email is the main record of that number, so keep it in a protected spot or store it in a secret phrase putting away framework so you won't need to reset it essentially on the grounds that you can't follow it down. Inasmuch as you don't change your client secret key, that token will be legitimate.

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Why is my “Reset Security Token” option missing?

If a client's profile is arranged with the end goal that there is a limitation on the IP goes, that can get to Salesforce, at that point, that client won't be able to get to/reset their security token. To offer access to a security token, either expel the client from the profile that contains the IP range restriction or refresh the client's profile by expelling the IP range limitation.

In uncommon situations where the client's profile doesn't contain IP extend confinement regardless, they can't get to the security token reset alternative, alter the client's profile and spare (without rolling out any real improvements to the profile).

Conclusion

Well, a security token forms a very important part of your Salesforce journey as it gives you very tight protection. In this world of frequent data breaches, you definitely need things like this. I hope this information will help you to have a better Salesforce experience. If you are all set, jumpstart your Cloud professional career, and enroll yourself in a comprehensive Online Salesforce Training, today!

Frequently Asked Questions

Q1. Is learning Salesforce difficult? 

Ans: Despite its size, Salesforce is simple to learn. You may understand Salesforce within weeks and launch your career with the greatest Salesforce entry-level jobs if you study the CRM thoroughly and devote enough time to it.

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Ans: The majority of Salesforce professionals advise using Trailhead as the best tool for learning the platform and brushing up on your knowledge. This is a learning tool for Salesforce users that Salesforce has developed. It is thorough and factual. 

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Ans: You can find all the modules you need to prepare for your certification exam in the free Salesforce Admin Trailmix, and Salesforce Trailhead is a great place to start.

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Ans: The applicant would require three to four months to study Salesforce admin skills, more than five months to prepare for Salesforce developer skills, and around six months to learn.

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Ans: However, prior work experience is not required to start a career with Salesforce. You ought to understand the fundamental ideas behind Java and Salesforce (OR).

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    Deepa Jalli

    Deepa, creativity fanatic, who does ample market research to create engaging and insightful content to lead our digital learners towards success in the IT & every other thriving industry.


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