SAP Knowledge Base Article - Public

2247103 - How to set Salesforce Security Token, to be able to connect to Salesforce.com from Crystal Reports?

Symptom

  • 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? 

Environment

  • 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
             
  • Salesforce.com 

Resolution

  • 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.
           
    1. In a web browser, login to Salesforce.com using your user account at: https://login.salesforce.com
            
    2. In Salesforce.com, click the down arrow next to your name, and select "My Settings"
          
       A - SForce - Token - 01.png    
           

    3. In the left Pane, expand "Personal", and select "Reset My Security Token"
              
    4. In the "Reset My Security Token" page, click on "Reset Security Token"
        
       A - SForce - Token - 02.png 
         
         
    5. An email will be sent to your email account with the security token
        
      A - SForce - Token - 03.png   
         
            
    6. Login to your email, and copy the security token.
             
    7. When connecting to Salesforce.com from an external application, like Crystal Reports, concatenate the password with the security token to login.
              
          For example:
           
           If your password = "mypassword"
           Your security token = "XXXXXXXXXX"
           You must enter "mypasswordXXXXXXXXXX" in place of your password
         
                 
      Note:
      - 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.

Keywords

SForce, saleforce, Salesforce, CR, SFDC, token , KBA , BI-RA-CR , Crystal Reports designer or BusinessViews Manager , How To

Product

Crystal Reports 2008 V1 ; SAP Crystal Reports 2011 ; SAP Crystal Reports 2013 ; SAP Crystal Reports 2016