#Salesforce Tenants Onboarding Process

This page provides an end-to-end onboarding flow for setting up and managing Salesforce tenants in AvePoint Online Services.

• Account onboarding – Sign up, choose a data center, select services, and activate your account.
• Access setup – Sign in with a local or Salesforce account, including MFA and password reset guidance.
• Tenant connection – Connect your Salesforce tenant with the required administrative permissions and consent.
• Configuration readiness – Configure app profiles so AvePoint services can securely access and manage Salesforce data.

#Sign up

AvePoint Online Services provides new tenants with a 30-day trial subscription for each online service. On the AvePoint Online Services environment for commercial use or the AvePoint Online Services environment for U.S. Government Public Sector, click Free Trial or Sign Up, and then complete the steps below:

1. Select your data center – Choose the primary residency for your data stored in AvePoint Online Services. For the best performance, select the data center closest to your tenant. Then, click Next.

   Note the following:

   • After the signup is finished, you cannot change the data center.

   • For services not yet supported in your data center, you can select the services you're interested in to receive a notification email once they are supported.

2. Select your services – From the services that are available in your data center, select the services you want to use. Click Next.

3. Provide your information – Complete the required fields, read Preference and Consent terms, and select the I agree to the preference and consent checkbox. Then, click Submit.

4. The Check Email to Activate Your Account page will appear, and a confirmation email will be sent to your corporate email address. If you haven’t received the confirmation email, click the Resend a Confirmation Email button on the bottom of the Check Email to Activate Your Account page. Once you receive the email, click the supplied link to activate your account within one day. The link will be active for one day.

#Sign in

The sign-in page addresses vary with AvePoint Online Services environments. Access one of the following addresses according to the environment you are using.

• The production environment for commercial use

  https://www.avepointonlineservices.com

• The production environment for U.S. Government Public Sector

  https://usgov.avepointonlineservices.com

On the AvePoint Online Services sign-in page, choose one of the following sign-in methods based on your environment:

• Local Account

• Salesforce Account

#Sign in with a Local Account

To sign in with an AvePoint Online Services local account, complete the following steps:

1. On the sign-in page, enter your login information:

   • Login ID – Enter the email address used as your AvePoint Online Services local account.

   • Password – Enter your password.

     NOTE

     If the password is entered incorrectly three consecutive times, your account will be locked. After an hour, it will automatically unlock. You can also refer to the instructions in the following Reset Your Local Account Password section to retrieve and reset your password.

2. Click Sign In to access the AvePoint Online Services homepage.

If your organization has enabled the MFA policy for local accounts, continue with the following steps to sign in to AvePoint Online Services:

1. Download and install an authenticator app on your device. The Microsoft Authenticator app is the recommended choice, and most major authenticator apps are also supported. Click Next.

2. Use the authenticator to scan the QR code. This step will connect your authenticator app with your account. Click Next.

3. Enter the 6-digit code shown in the authenticator app. Click OK.

#Reset Your Local Account Password

To reset the password of your AvePoint Online Services local account, complete the following steps:

1. Navigate to AvePoint Online Services sign-in page.

2. Click the Forgot Password link under the Sign In button.

3. Enter the following information:

   • Username – The email address used as your AvePoint Online Services username.

   • Verification Code – The verification code. Click Refresh to refresh the verification graphic if no image is displayed.

4. Click Reset Password to set a new password. A verification email is sent to the email address you specified. Retrieve the email message and click the supplied link to set a new password. After clicking the link, you will be redirected to the Reset Your Password page. Enter the following information on this page:

   • New Password – The new password.

   • Confirm Password – Retype the new password for confirmation.

   • Verification Code – The verification code. Click Refresh to refresh the verification graphic if no image is displayed.

5. After setting up the new password, click Reset Password to save your new password, and then click OK in the pop-up window. You are redirected to the sign-in page. You can sign in to AvePoint Online Services with the new password.

#Sign in with a Salesforce Account

To sign in with a Salesforce account, complete the following steps:

1. On the sign-in page, click Sign in with Salesforce.

   NOTE

   If you are using the Salesforce account to sign into another app on the same browser, you will be automatically signed into AvePoint Online Services.

2. On the Salesforce login page, enter an existing Salesforce username and password.

3. Click Log In.

4. If it is the first time that this Salesforce account is signing into AvePoint Online Services, the required permissions are displayed. Review the permissions and click Allow. The AvePoint Online Services app is generated in Connected Apps on Salesforce. The app will remember your credentials when you sign in through it.

#Connect Your Salesforce Tenant

This section outlines how to connect a Salesforce tenant to AvePoint Online Services. The connection must be initiated by a Tenant Owner or Service Administrator using a Salesforce account with the System Administrator profile or equivalent permissions. Connecting the tenant creates an AvePoint registration app in the Salesforce environment and requires consent for scopes that allow identity access, user data management via APIs, and long-lived access through refresh tokens. Administrators start the process from Management > Tenant management or Quick start > Connect tenant, select Salesforce (or Salesforce sandbox), and complete the authentication flow. After a successful connection, a confirmation message is displayed. The documentation also notes Salesforce platform changes that may affect app creation or reconnection.

For more information, refer to Connect Your Salesforce Tenant.

#Configure App Profiles

Salesforce app profiles define how AvePoint services authenticate and interact with Salesforce data. These profiles are managed in Management > App management. Administrators create an app profile by selecting the Salesforce tenant, choosing the relevant services, and consenting to the required permissions using an authorized Salesforce account. App profiles can be re-authorized if permissions change or if the profile becomes invalid. Administrators can also edit profile metadata or delete app profiles when they are no longer required.

For more information, refer to Manage App Profiles for Salesforce Tenants.