To access Salesforce via the API & Client Applications from locations outside of your company's Trusted Network (e.g. Outlook Edition, Office Edition, Data Loader, Integrations, etc.) a Security Token will be required in combination with your password in the client applications.
Obtaining a Security Token
When accessing Salesforce.com from outside of your company’s trusted networks, you must add a security token to your password to log in to the API or a desktop client such as Connect Offline, Connect for Office, Connect for Lotus Notes, or the Data Loader.
Log into the AdvoLogix application
Access Setup
In AdvoLogix, click Your Name ➤ Setup
If you already have a current security token you can skip this step (*Clicking the Reset Security Token Button invalidates your existing token. After resetting your token, you will have to use the new token in all API applications.)
Click Your My Personal Information ➤ Reset My Security Token
Click the Reset Security Token Button
*For security reasons, your security token is delivered to the email address associated with your account.
**Your security token is tied to your password and subject to any password policies your administrators have configured. Whenever your password is reset, your security token is also reset.
Check Email for New Security Token
Double click on the security token to highlight it and then right click on it and choose to Copy it (or use Ctrl+C)
*Please SAVE this email for later reference of your current Security Token (remember to replace it if you change your Security token)
*It is highly recommended that you open a text file editor like Notepad - (not Microsoft Word as this adds additional formatting) and save the Password+Security Token to eliminate possible formatting errors.
1. Click Start
2. Click Programs
3. Click Accessories
4. Click Notepad
Type your AdvoLogix (Salesforce) Password
Go to your Security Token Email to access the Security Token and follow Check Email for New Security Token steps above
Go back to Notepad and move the cursor directly after your password Right Click and choose to Paste (or use Ctrl+V) the Security Token to ensure their are no spaces or invisible formatting between the Password and the Security Token
*Please SAVE this file to your desktop or Documents folder to have for later use.
Highlight the Password+Security Token by Double clicking it then Right Click and Copy (or use Ctrl+C)
Go to Microsoft Word click on Salesforce.com tab
Click Merge Field ➤ Log in.
1. Type in your Salesforce username
2. Enter Password+Security Token
If you choose to type in the password and then paste the Token remember there can be NO spaces either before, after, or between the password and the beginning of the security token
(For example, if your password is my password, and your security token is XXXXXXXXXX, then you must enter mypasswordXXXXXXXXXX to log in.)
If you choose to use the saved password+Security token in your text File
Go to your Notepad document and Highlight the Password+Security Token by Double clicking it then Right Click and Copy (or use Ctrl+C)
In Microsoft Word, Right Click in the Password box and choose Paste (or use Ctrl+V)
3.Click Login