AdvologixPM

Configuring AdvologixPM Connect for Outlook

Updated on

Changing your Advologix Outlook Toolbar login Settings

Open Outlook

  1. Choose AdvologixPM Tab
  2. Click Settings

Login

Please ensure that the username and password you are using in outlook correspond to the same username and email you are using in Advologix sign in.  Additionally, please be sure that the security token is a recent token - they change with every new password.  

  1. Verify your username and password combination.
    • Has your Salesforce login information changed recently?
    • Try logging on to login.salesforce.com directly from Internet Explorer and verify that the same username/password combination you're using in AdvologixPM Outlook Toolbar
  2. Do you need to use an API Security Token?
    • If you have recently changed your password you have to updated your token.
    • A security token is an automatically-generated key that you must add to the end of your password in order to log in to Advologix and Force.com from an untrusted network.
    • You are offered a security token if you try to access Salesforce.com from an untrusted network or through API external applications like Outlook or Word.
    • Once you have been issued a security token, you have the option to reset this security token at any time.

First Time Security Token

If you have never been offered a security token, for example, because your organization restricts the IP addresses from which you can log in, the Reset Security Token node does not appear in Setup.

  1. Login to Salesforce.com from the Internet Explorer (or any other browser)
    • Go to Setup > Personal Setup > My Personal Information > Reset Security Token
    • (The new security token is sent via email to the email address on your Salesforce user record.)
  2. Click on the gray "Reset my security token"
  3. Check email for new Security Token password
  4. Double click on the security token to select it and then right click on it to copy it (make sure you do not copy any white spaces)
  5. Go to Outlook > Tools > Salesforce Options
  6. Enter your Salesforce password and paste the API Security Token right after your password.
    • You can use the ctrl + v key combination on your keyboard to paste the token in the password box
  7. Click verify and after few seconds you should see the “Successfully logged into Salesforce.com” pop-up message.
  8. Click OK
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