Crystal Reports XI R2 - Cannot Create Datasource to SalesForce - Logon Fail

Question

I am the salesforce.com administrator for our company and wanted to utilize Crystal Reports.  However, whenever I try to create a data source connection to Salesforce.com within Crystal Reports XI R2 (with the latest Crystal Reports Report Pack for SalesForce.com installed), I receive the following error:
Logon failed.
Details: Please check your username and password.
I'm using the following credentials: Server = www.salesforce.com, Salesforce UserID = my full salesforce userID, Salesforce password = my salesforce password.  Whenever I use the very same credentials to log directly into salesforce, I'm granted access.
I've granted access to all Crystal Reports server IP address ranges as noted in another, but still have had no success.  Could this be a firewall related issue.  If so, does anyone know what ports and protocols need to be opened  (we have a hardware firewall solution in place)?
Edited by: Chris Zumwalt on Nov 12, 2008 11:40 PM

Answer 1

Hi Chris,
You will be able to get more details of the logon error by logging onto salesforce.com and navigating to your user's properties page (Setup > My Personal Infomation > Personal Information).  At the bottom of this page, there's a history of your logon attempts.  It'll probably look like this:
Login Time     Source IP     Login Type     Status
12/11/2008 4:17:04 EST PM     127.0.0.1     Application     Success
12/11/2008 4:16:49 EST PM     127.0.0.1     Partner Product     Failed: API security token required
Crystal Reports is a Partner Product, and the status column will tell you the actual reason the logon failed.  Most likely it's the same reason as above: "API security token required".  Partner applications require that you login using the security token, or alternatively they are running on a machine with an IP that is in your Network Access whitelist.  Just because you can login to salesforce.com through the browser doesn't necessarily mean that it will work in Crystal Reports designer.
Instructions on using the security token are [here|https://trust.salesforce.com/trust/security/identity_feature.html].
To access Salesforce via a desktop application or other API-based application, you must replace your current password with a combination of your password and a security token:
1 Log in to Salesforce via the browser to request your security token.
2 Go to Setup -> My Personal Information -> Reset Security Token.
3 Click the Reset Security Token button to trigger an email which will contain your security token.
4 Select and copy the token from the email.
5 In the application, replace your password with combination of the password and the security token. For example, if your password is "MyPassword" and your security token is "XXXXXX", you would enter "MyPasswordXXXXXX" into the password field.
Hope this helps.
Edited by: Charles Wilson on Nov 13, 2008 2:37 AM