- Fails to login to Salesforce.com from Crystal Reports.
- Able to successfully login to Salesforce.com website, but it fails in Crystal Reports.
- How to set the Salesforce.com Security Token to be able to successfully login to Salesforce.com from Crystal Reports?
- Note: Images and data in this SAP Knowledge Base Article is from SAP internal systems, sample data, or demo systems. Any resemblance to real data is purely coincidental.
- SAP Crystal Reports 2008
- SAP Crystal Reports 2011
- SAP Crystal Reports 2013
- SAP Crystal Reports 2016
- SAP Crystal Reports for Enterprise 4.1
- SAP Crystal Reports for Enterprise 4.2
- For Security reason, to login to Salesforce.com from an external application like Crystal Reports, you can either:
- Use a Salesforce Security Token, or
- Add the IP Address of the computer where the application is installed, to the Salesforce.com Trusted IP Range.
- To connect to Salesforce.com from outside your company’s trusted network using external application, like Crystal Reports, you use a security token to log in. A Security Token, is a case-sensitive generated key that you append at the end of your Salesforce User password when login from a client application like Crystal Reports.
- To set, or reset the Salesforce Security Token in Salesforce.com, follow the steps below:
Note: The following steps are for Salesforce.com product, and are added for your convenience only. If you have any questions on this subject, contact Salesforce.com support, or search the Salesforce.com support website.
- In a web browser, login to Salesforce.com using your user account at: https://login.salesforce.com
- In Salesforce.com, click the down arrow next to your name, and select "My Settings"
- In the left Pane, expand "Personal", and select "Reset My Security Token"
- In the "Reset My Security Token" page, click on "Reset Security Token"
- An email will be sent to your email account with the security token
- Login to your email, and copy the security token.
- When connecting to Salesforce.com from an external application, like Crystal Reports, concatenate the password with the security token to login.
If your password = "mypassword"
Your security token = "XXXXXXXXXX"
You must enter "mypasswordXXXXXXXXXX" in place of your password
- You do not enter a Security Token in place of your password when logging into salesforce.com via a browser, it is only required when using an external application like Crystal Reports.
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