Users on our Enterprise/Bespoke plans can connect Sign In Scheduling to Salesforce.
If you use Sign In Scheduling's Salesforce integration and find that it isn't behaving in the way you'd normally expect it to, read on for some troubleshooting steps.
Note: please make sure Rest API is enabled in Salesforce (this is not available in Salesforce trial accounts).
If you'd like to test Sign In Scheduling's Salesforce integration before going live, please sign up for a Salesforce Developer account here.
How to view errors in Salesforce
You'll find your error log within the 'Salesforce' tab in the left-hand menu of Sign In Scheduling. This will show you any errors coming from Salesforce.
The information in the error description could help your Salesforce administrator solve the problem, as something usually needs resolving within Salesforce itself.
If the issue persists after speaking with a Salesforce administrator, contact Sign In Scheduling for assistance.
How to handle typical Salesforce errors
"No such column _____" on subject of type Event
By default, Salesforce only allows events to belong to one person, whereas Sign In Scheduling allows multiple-person bookings. You will need to enable 'Allow users to relate multiple contacts to tasks and events' under 'Activity settings' in Salesforce.
"There is already a field named _____"
Sign In Scheduling is attempting to add extra fields to your Salesforce account. This error will appear when you have already added the extra field. You can simply dismiss the error.
"Email: Invalid email address _____"
This means that Sign In Scheduling was not able to sync something across to Salesforce, because the data was not of good quality. As a user, you can choose to ignore these errors or tidy up the data so that it can be synced.
Need more help?
We hope this guide has been helpful! If you have any further questions, reach out to our support team who will be happy to assist.