When Elements connects to a Salesforce Org, it creates a standard connected app by default.
The default Refresh Token Policy is:
👉 “Refresh token is valid until revoked.”
If a more restrictive policy is required—e.g., setting the refresh token to expire after a certain period—you must convert the app to a custom connected app.
How to Convert and Install the Connected App
Go to Setup in Salesforce.
Navigate to Connected Apps OAuth Usage.
Locate the app named Elements.
On the right-hand side (use a touchpad or right arrow key to scroll if needed), click Install.
This will bring up the Install Connected App screen.
Click Install again.
The Connected App settings page will open (in Classic interface).
Change the Refresh Token Policy
Click the Edit Policies button.
Under Refresh Token Policy, choose the desired setting:
Do NOT select “Immediately expire refresh token”, as this will break the Elements Sync.
Click Save.
Managing the Connected App
Once installed, you can manage the app from:
Manage Connected Apps in Setup, or
The Connected Apps OAuth Usage page.
⚠️ Warning: If you Uninstall the app, it will:
Revert to a standard connected app,
Disappear from the connected apps list, and
You will not be able to install it again.