Troubleshoot: Error when connecting to Salesforce?

You are seeing this error below when connecting to Salesforce? This is due to recent Security changes when connecting Salesforce to apps.

From now on, you won’t be able to connect Surfe to Salesforce on your own. Your Salesforce Admin needs to take action first. The CRM Admin needs to approve which users get access to the App.

Here’s what to do:

1. Ask your Salesforce Admin to install Surfe for the whole company.

   • Once the app is installed, you and your teammates will be able to connect Surfe without issues.

    

2. If the Admin doesn’t want to install it for everyone, they can instead give you a special permission called “Approve Uninstalled Connected Apps.”

   • This option is usually only for specific cases.

      

Suggestion: Clearing your cache and cookies will also help authenticating once these steps are completed.

👉 After your Admin completes one of these steps, you’ll be able to log into Surfe and connect it to Salesforce as usual.

You can also find more information about this error in this Salesforce article