Users on our Enterprise/Bespoke plans are able to connect 10to8 to Salesforce.
If you use 10to8'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 10to8's Salesforce integration before going live, please sign up for a Salesforce Developer account here.
SECTIONS:
How to view errors in Salesforce
How to handle typical Salesforce errors
How to view errors in Salesforce
You'll find your error log within the 'Salesforce' tab in the left-hand menu of 10to8. 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 10to8 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 10to8 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 _____"
10to8 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 10to8 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.