How to Reset a Security Token in Salesforce: A Complete Guide

If you’ve ever connected Salesforce to another application or used its API, you’ve probably heard of a “security token.” It acts as a secret password that keeps your Salesforce account secure when linking your account to other tools like Google Sheets or automating tasks. But what is a Salesforce security token, how do you reset it if you lose it, and where can you find it?

As Salesforce evolves, understanding security tokens becomes increasingly important. This blog explains everything in simple steps so everyone can learn about them.

What Is a Salesforce Security Token?

A Salesforce security token is an automatically generated alphanumeric code used with your password when connecting Salesforce to third-party apps or services, such as email tools or data connectors. This additional security step helps protect your account from hackers, especially when logging in from a new device or using the Salesforce security token API for custom projects.

Every user has their own security token, which ensures secure data access across platforms. If you log in from an unrecognized system or use other tools, Salesforce will require your password along with the security token. This two-layered security approach helps keep your Salesforce account safe from unauthorized access.

Why do you need to reset a security token?

Sometimes, you may need to reset your Salesforce security token if you forget your code, accidentally share it with someone, or change your password (which automatically invalidates the old token). Resetting it is like changing a lock and helps keeps your account more secure.

Step by Step Guide: How to Get or Reset Security Token in Salesforce?

Here’s a detailed guide, how you can get your security token:

Step 1: Log Into Your Salesforce Account

• Open Salesforce in your browser and sign in with your username and password.

Step 2: Navigate to Your Settings

• Once logged in:
• Click on your profile icon or name in the top right corner.
• From the dropdown, choose Settings (in older versions, it may say “My Settings”).

Step 3: Find the Security Token Option

• In the Settings menu, on the left side and click My Personal Information or Security.​
• Scroll down and click Reset My Security Token.​

Step 4: Reset and Get the New Token

• Once you’re in the Reset My Security Token section:​​
• Click the ‘Reset Security Token’ button.
• Now, check your email and find the new security token, (like ‘K9M4P2Q8X7J5’).​

Step 5: Save It

• Copy the token received by email and store it securely, such as in a password manager or a locked note on your phone.
• You’ll always need it when you connect Salesforce to another application.​

Troubleshooting: Can’t Find the Reset Option?

Sometimes, you may not see the Reset My Security Token option in your settings dashboard. Here’s what to do:

• If you’re using single sign-on (SSO) or a third-party login tool, the reset option might not appear. Log in directly with your Salesforce username and password instead.
• If you don’t see it under “Security,” try My Personal Information > Login History, or ask your admin to check your user settings.
• Ask your admin to enable the option. They can go to Setup > Users > Your Name > Edit and turn on the token option.
• If your company blocks certain logins or IP addresses, the reset option might be hidden. Contact your IT team to adjust the settings or use a trusted network.

Where to find Security Token in Salesforce?

After resetting the token in settings, you won’t see it in your Salesforce account; it’s emailed to you for security reasons. Check your inbox and spam folder after clicking the “Reset My Security Token” button. If you didn’t save it and need it again, reset it by following the same steps.

Essential Tips to keep your token safe:

Your security token is like a digital key for your account, so protecting it is essential. Here are some easy tips:

• Don’t share it with anyone; keep it private and never send it by email or text.
• Use a password manager to store it instead of a sticky note.
• If you think the code is lost or someone else has it, reset it immediately.
• Change it every few months, especially after password updates, to stay secure.

Conclusion:

A Salesforce security token provides an additional layer of protection when connecting your CRM to other tools. Whether you are a Salesforce admin, developer, or end user, you need to know how to obtain a security token for secure integrations.

FAQs