This article explains how to update the Salesforce admin user account used for authentication in your existing Aircall–Salesforce integration. Follow the steps below to revoke the current authentication and re-authenticate under a new owner.

Important: Part 2 of this process will invalidate the current authentication and temporarily stop the integration from working. Perform this change outside of business hours to minimise disruption.

Part 1: Revoke current access in Salesforce

Steps:

  1. Log in to Salesforce with the current admin user account that owns the authentication.
  2. Navigate to My Personal Information or your profile settings.
  3. Go to Advanced User Details.
  4. Find the OAuth Apps section.
  5. Locate Aircall for Salesforce and click Revoke next to it.
  6. Log out of Salesforce.
Note: Clicking Revoke immediately invalidates the authentication and stops the integration from working until re-authentication is complete.
Revoking access from salesforce

Part 2: Re-authenticate the integration in the Aircall Dashboard

Steps:

  1. Go to Aircall Dashboard > Integrations > Apps
  2. Click on your existing Salesforce integration.
  3. Go to the Settings tab.
  4. Click the Re-authenticate button.
  5. Log in with the new Salesforce admin user account you want to set as the authentication owner.
  6. Follow the on-screen steps to grant access.
  7. Once re-authentication is successful, you will be redirected back to the Aircall Dashboard and the re-authentication banner will disappear.
Note: After re-authentication, all future tasks created by Aircall will show the new Salesforce admin user in the Created by and Last Modified by fields.