Embeds & API

    Salesforce Troubleshooting

    1 min read
    Salesforce Troubleshooting

    Resolve common Salesforce integration issues.
    OAuth Errors
    "Invalid Client"
    • Verify Consumer Key is correct
    • Check Connected App is activated
    • Wait 10 minutes after creation

    "Redirect URI Mismatch"
    Ensure callback URL exactly matches: https://api.aichatforbusiness.com/functions/v1/salesforce-oauth
    "User Not Authorized"
    • User needs API Enabled permission
    • Check profile has API access
    • Verify org allows OAuth

    Data Sync Issues
    Records Not Syncing
    1. Check Salesforce connection is active
    2. Verify object permissions
    3. Review sync logs for errors

    Leads Not Creating
    • Ensure Two-Way sync is enabled
    • Verify Lead create permission
    • Check required field validation rules

    Duplicate Records
    • Matching is by email only
    • Consider Salesforce duplicate rules

    Performance Issues
    Slow Sync
    • Large orgs take longer
    • Consider filtering by date range
    • Check Salesforce API limits

    API Limit Errors
    • Salesforce has daily API limits
    • Contact Salesforce for limit increase if needed

    Reconnecting

    If connection issues persist:
    1. Disconnect integration
    2. In Salesforce: Revoke OAuth tokens (Setup > Connected Apps OAuth Usage)
    3. Wait 5 minutes
    4. Reconnect