Overview
Skedulo for Salesforce orgs require a Skedulo API token to be able to call Skedulo APIs.
Skedulo APIs are required in most customizations and custom settings, such as auto-updating on geolocation fields for certain Skedulo objects.
The Skedulo API token must be added and managed from the Skedulo Settings tab, which handles protected custom settings.
Enabling the Skedulo Settings tab in Salesforce Lightning
Prerequisite
Your Skedulo for Salesforce org must be using the Skedulo managed package v102.54 or later. See Skedulo Package Release Notes v102.54 for more information.
- Open the Skedulo app in Salesforce Lightning.
- Click the edit icon to the right of the navigation bar.
This opens the Edit Skedulo App Navigation Items menu. - Click Add More Items in the upper-right corner.
- In the Add Items modal, click All under the Available Items menu.
- Select Skedulo Setup from the list, then click Add 1 Nav Item.
- Click Save in the Edit Skedulo App Navigation Items modal.
The Skedulo Setup tab is now available from the navigation menu.
Add a Skedulo API token in your Salesforce org
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Generate a long-lived API token, then copy it to your clipboard.
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Log in to your Salesforce org.
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Open the Skedulo Setup tab.
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Paste the Skedulo API key into the Token field, then click Save Token.
- Click Test Token to verify that the token is valid.
The following confirmation notification is shown if the token is valid:
The following error notification is shown if the token is invalid:
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