Users that use SSO or API Client Whitelisting will need to use the Salesforce OAuth Login option
Salesforce API Login
1. DemandTools is a Salesforce API application, therefore users enter their Salesforce login credentials (username and password).
- If a security token is required by the Salesforce Organization, then it will need to be entered also. Paste the token directly AFTER the password (no spaces before or after).
- By default, login information is passed to the Salesforce production login servers, but an endpoint can be used to access a sandbox in Proxy Settings
- Possible login errors and links to Validity Community Solutions on how to resolve:
- Login Error: INVALID_LOGIN: Invalid username, password, security token or user locked out
- Login Error: LOGIN_MUST_USE_SECURITY_TOKEN
- Login Error: INVALID_OPERATION_WITH_EXPIRED_PASSWORD
- Login Error: You must have administrative rights to use this tool
- You are not a member of the named administrators
2. Save Password/Auto Login (optional)
- Save Password: Checked: Save the password for later logins
- Auto Login: Checked: Saves the password AND automatically logs the user in
- Required when running DemandTools as a Scheduled Job
- When checked the login screen will no longer be displayed when launching DemandTools
- Will be automatically unchecked if the saved information becomes invalid (i.e. password changed)
- Once logged in successfully, the auto login checkbox can unchecked in DemandTools - Options - General Settings
3. Click to login. Once logged in, the login information will be displayed at the bottom of DemandTools:
