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Salesforce Data Synchronization

Sync inbound and outbound messages activity, new leads or contacts, etc to Salesforce.

Last updated on February 10, 2022

Avochato keeps information in-sync with Salesforce using a token. If this token has expired, your Salesforce admin will need to refresh the token and adjust the settings in Salesforce to keep this from happening again.

Step 1:

From the “Managed Connected Apps“ page in Salesforce setup, find the “Avochato API” connected app and click “edit.” Scroll down to the “OAuth policies” section and change “IP Relaxation” to “Enforce IP restrictions, but relax for refresh tokens,” and for “Refresh Token Policy,” select “Refresh token is valid until revoked.”

Notion image

See a short video of this setting being changed.

Step 2:

From the “Integrations” page in Avochato, click the “Remove” button within the Salesforce section. Now click “Connect Production” to reconnect and reactivate Salesforce data synchronization. Once reconnected, all previously un-synced data (like inbound and outbound messages activity, new leads or contacts, etc) will be gradually synced over to Salesforce.

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