Named Credentials Re-Authentication

ClosePlan Metadata Service is part of the ClosePlan configuration and must be authenticated by an active user in the organization.

If the user becomes inactive (e.g., leaves the company), the configuration will break and must be re-authenticated by another active user.

How to Re-Authenticate Credentials:

• Go to Setup > into the quick find box enter Named Credentials.

• Open ClosePlan Metadata Service > click Edit

• Disable Start Authentication Flow on Save and Save

Open

• Click Edit again and Save

  • You will be redirected to a login screen > log into your organization

• The new authenticating User will be displayed here:

Open