What do I need to do about my upcoming Salesforce instance refresh?

Issue

I received an email from Salesforce about an "Instance Refresh". What do I need to do to ensure that Connect continues to operate?

Resolution

There are a few steps you can take, depending on the configuration of your mappings:

Read-Only Mappings

If all of your mappings are read only, you don't need to do anything before the instance refresh. Once it's complete, you'll need to log in to your Connect Dashboard and re-authorize your connection in order for sync to resume.

Read-Write Mappings

If you have any mappings that are read/write, it's a good idea to pause your connection from the Connect Dashboard just before the instance refresh starts. This will ensure that any data written to your database gets successfully synced to the correct instance. If you can't pause Connect during that time, you may need to inspect your database and Salesforce after the process is complete to ensure all writes were synced. If you find missing data, you can resend data to Salesforce using the trigger log.

Pre-authorizing with My Domain

Salesforce offers a feature called My Domain that allows you to create a persistent hostname that won't change as the result of an instance refresh. Since Connect authorization is based on hostnames, you can configure My Domain for your Salesforce org and re-authenticate with that hostname any time before the instance refresh. Then you won't need to worry about re-authenticating immediately afterwardor for any future instance refreshes. More information is available here.