Skip to content

By integration

Testing the connection

With Salesforce already connected, the detail’s Status tab includes a Test connection button that checks, on the spot, that the saved credentials are still valid against your Salesforce org.

Requirements: Admin role.

  1. Open Salesforce’s Details and go to the Status tab.
  2. Press Test connection.

Result: “Connection successful” if the credentials are still valid, or “Couldn’t connect: [reason]” if they were revoked, expired or changed (section 8).

The following example again uses Google Sheets — with Salesforce connected, the same “Status” tab shows the “Test connection” and “Disconnect” buttons.

Status tab of a connected integration's detail (Google Sheets, used here as an example of the mechanism) with the Test connection and Disconnect buttons
Status tab of a connected integration's detail (Google Sheets, used here as an example of the mechanism) with the Test connection and Disconnect buttons