Refreshing a Connection Token

This page explains how to refresh the authentication token for an existing Salesforce connection in Revvy. Token refresh ensures uninterrupted access when Salesforce requires re-authentication.

Overview

Every Salesforce connection in Revvy is authenticated using OAuth. Over time, the token associated with a connection may expire or require renewal due to security policies. Instead of recreating the connection, you can refresh the token to re-establish authentication.

Steps to Refresh a Connection Token

1. Navigate to Connections in the sidebar.

2. Locate the connection that requires a refresh.

3. Click the options menu (three dots) on the right-hand side.

4. Select Refresh Token.

5. You will be redirected to Salesforce’s login page.

6. Enter your Salesforce credentials and approve access.

7. Once successful, Salesforce will redirect back to Revvy, and the token will be updated.

The connection remains active with no need to recreate it.

Why Refresh Tokens?

• Maintain continuous access without deleting and recreating connections.

• Handle Salesforce security requirements that invalidate tokens periodically.

• Ensure org integrations remain functional for metadata retrieval, commits, and deployments.

Best Practices

• Refresh tokens proactively before major release activities to avoid downtime.

• Assign responsibility for token refresh to a System Administrator with the right level of Salesforce access.

• If multiple admins manage Revvy, communicate token refreshes to avoid confusion.