Salesforce Authentication

To configure Panaya ForeSight to work with your SFDC Organizations - 

1. Click on the Setting button to open up the Configuration page
    
2. In the Salesforce section, select Manage Authentication
   
3. Verify that pop-ups are enabled on your browser
4. This is where you can manage your Sandbox and Production Organizations -
   
   

   For the Sandbox Organizations

   Type the relevant SFDC login URL and click on Authenticate
    

   For the Production Organization

   Select the type of information you wish to collect. Then, type the relevant SFDC login URL and click on Authenticate.
   
   • Usage Information 
     Select this option to retrieve and set the usage levels for certain component types
   • Components maintained in Production
     Select this option to retrieve the metadata for component types if their Last Modified Date is later than the same component in the Sandbox.
     Panaya retrieves Reports, Dashboards, Page Layouts, and Mini Page Layouts from your Production org if their last update date is newer in production than in the sandbox.
      
5. In the SFDC pop-up, fill in the username and password. The user used here should be assigned the following privileges.
   
   Couldn't authenticate your org? Read this article about fixing usage authentication validation