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Welcome to Whistic Support

How To Check a Salesforce Connection

  • Updated

Table of Contents

Summary

Whistic has made it easy to check your Salesforce connection and ensure that everything is syncing correctly. Broken connections can cause Trust Center shares to fail and are most often the result of a Salesforce Admin changing the API key or other configurations. To double-check your connection from within the Whistic platform, go to Resources > Integrations then click on Configure on the Salesforce tile. Here you will find the version of Salesforce installed as well as the person who initiated it. Below is an explanation of this page and the features that are configured here.

🔌 Quick Enable and Disable Connections

Most notably on this page, you will find a toggle for each salesforce connection you have set up. This will allow you to quickly turn on the integration on or off. If you have an error with a particular connection you will see a red warning icon.

The error message will display if you hover over the icon. Any connections that are broken will be automatically turned off.

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📧 Email Notifications for Connection Errors

Whistic has enabled an error notification that will automatically go to a designated user should a Salesforce connection fail. By default, these notifications will go to your Whistic Admins. If you would like these to go to another person or team, follow the steps below:

  1. On a selected Salesforce connection, click the edit pencil.
  2. Add an email contact for the person that should receive and resolve broken Salesforce connection notifications. They will receive an email notification should your connection break.

🧪 How to Test Your Salesforce Connection, In Salesforce

  1. Log in to Salesforce.

  2. Click the App Launcher (grid icon) in the top left navigation bar and search for Whistic.

  3. Open the Whistic app.
  4. In the upper-left corner, locate the Get Connected box.
Note: This box is only visible to Salesforce Admins.

  1. Click the Edit pencil icon next to your Salesforce connection.

  2. Click the Test Connection button.

Note: The API key field may appear blank — this is expected and normal behavior.
  1. Review the connection status to confirm the Whistic-Salesforce integration is working properly.

⚠️ If the connection test fails:

  • Retrieve a new API key from your Whistic account
  • Re-enter it in the API key field and repeat the steps above

Additional testing tips: (for more info - go HERE)

  • If you see connection errors, broken connections will be automatically turned off and you'll see a red warning icon
  • If you are seeing outdated data in Salesforce compared to Whistic, it's possible the connection is or was bad. Generally, we recommend resetting the connection
  • Test the package in a Sandbox prior to implementing it in your Production environment
  • Enable easier testing as a Sandbox and Production account can be connected at the same time and testing can take place in the sandbox without disrupting production

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