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Add an Ironclad Authorization Token to Salesforce

Ariana Kemp
  • Updated

This topic will walk you through how to add an Ironclad authorization token to Salesforce.

This article is intended for users with version 2.30+ of the Ironclad Managed Package. The information may not be accurate for previous versions.

There are a few Salesforce integration features that rely on an Ironclad authorization token. To add an authorization token, you must be an Ironclad admin and have permission to view/edit the Ironclad Setup module in Salesforce. You do NOT need to have purchased access to the Ironclad Public API. Authorization tokens and API keys are included in your Salesforce integration purchase.


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Generate an Authorization Token

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  1. You can access the authorization token management page from Ironclad and Salesforce:
    • From Ironclad, click on your name located in the top right corner of Ironclad. Navigate to Company Settings > Integrations > Salesforce > Access Tokens.
    • From Salesforce, click on the App Launcher indicated by a grid of dots. Search for "Ironclad Setup", and then click on Ironclad Setup. Click Get Started. If you have previously configured an API token, your module will look different. Instead of this process, refer to Delete an Authorization Token in Ironclad or Modify an Authorization Token in Salesforce.
  2. Select your Ironclad Instance from the dropdown.
  3. Above the API Key field, click Get an API Key.
  4. On the Access Tokens page, enter a name for your token. Click Create.
  5. Copy the token from the pop up and save it to your computer. You will need this to add a token and for future token updates. You can NOT view the token after you click Confirm and Close. You can only delete or regenerate the token.
  6. Click Confirm and Close.

 

 

Add a Token to Salesforce

You must be a Salesforce System Administrator to complete this step.
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  1. Click on the App Launcher indicated by a grid of dots. Search for "Ironclad Setup", and then click on Ironclad Setup.
  2. Click Get Started. If you have previously configured an API token, your module will look different. Instead of this process, refer to Delete an Authorization Token in Ironclad or Modify an Authorization Token in Salesforce.
  3. Select your Ironclad Instance from the dropdown.
  4. In the API Key field, paste in the authorization token you copied in the previous step.
  5. Click Connect. A confirmation displays, and you can continue with any other integration steps.

 

 

Delete an Authorization Token in Ironclad

You cannot directly view or modify an authorization token you created in Ironclad after its initial creation. However, you can generate a new token at any time to replace an old token. If you have Ironclad Public API access, you can also see integration authorization tokens, including Salesforce, on the API page in the Access Tokens tab. You can delete a Salesforce token from this page, but you can only generate new tokens from the Salesforce integration page.
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  1. Click on your name located in the top right corner of Ironclad. Navigate to Company Settings > Integrations > Salesforce > Access Tokens.
  2. Click the X in the top right corner of the token you want to delete.
  3. Click Confirm.

 

 

Modify an Authorization Token in Salesforce

You may need to update your authorization token in Salesforce if:

  • You want to change which Ironclad instance is connected to your Salesforce organization. For example, demo.ironcladapp.com to eu1.ironcladapp.com.
  • You deleted the authorization token in Ironclad and created a new token.

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  1. Click on the App Launcher indicated by a grid of dots. Search for "Ironclad Setup", and then click on Ironclad Setup.
  2. Select Change API Key.
  3. Click Change API Key. Features that require the authorization token do not function correctly until you add a valid token again.

 

 

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