License & Authentication

License:

To add the license key, navigate to the ‘License’ section in the Salesforce Customer Portal Settings page, and enter the license key in the ‘License Key’ field.

To authenticate your Salesforce Customer Portal, fill up the authentication fields:

Consumer Key: Enter Connected App consumer’s key

Consumer Secret: Enter Connected App consumer’s secret key

Username: Enter the Username for Salesforce account

Password: Enter the Password for Salesforce account

Security Token: Enter the Security Token for Salesforce account

Operation Mode: Select the operation mode as a sandbox or live.

CRM Layout:

Sync Layout: By clicking on the ‘Sync Layout’ button, the page layout that configured from the CRM will sync into the WordPress portal.

Notes:

If you already have a Security Token enter it or else reset your Security Token.

How to reset Security Token?

-> To Reset your Security Token, navigate to your personal settings, enter Reset in the Quick Find box, then select Reset My Security Token.

-> Click Reset Security Token. The new security token will be sent to the email address in your Salesforce personal settings.

-> For More Reference visit this link.