An error email is sent by TimeRex when the following errors occur in Salesforce integration.
- Refresh token removed in Salesforce settings
- Duplicate lead information
- Required fields were not filled in
An error email is sent once a week.
If it is within a week since the last error email was sent, no error email will be sent, even if another error occurs.
If you receive an error email, check the status code in [] in the error message.
The following types of status codes are available.
- "error":"invalid_grant"
- DUPLICATES_DETECTED
- REQUIRED_FIELD_MISSING
- Other than above
The error causes for each status code and how to resolve them are as follows.
Cause of status code <"error": "invalid_grant"> and how to resolve it.
Cause
Refresh token removed in Salesforce settings.
Alternatively, the OAuth action was revoked on the Salesforce.
How to resolve
Re-integrate with Salesforce at the TimeRex team owner or administrator from Team Settings > Integration > Salesforce.
Also, when re-integrate, in the 'OAuth Policy' section of the 'Connected Applications' section in the Salesforce application manager, the 'Update Token Policy' should be set to 'Update tokens are valid until revoked'.
Cause of status code <DUPLICATES_DETECTED>.
Cause
Duplicate lead information.
If the same guest adjusts the dates multiple times, lead information will be duplicated in Salesforce and an error will occur.
Cause of status code <REQUIRED_FIELD_MISSING> and how to resolve it.
Cause
Required fields were not filled in.
An error occurs when fields that are required in Salesforce are not entered when scheduling.
ex.) Company name is a required field in Salesforce, but the guest did not enter it when scheduling the date.
How to resolve
On the relevant calendar creation/editing page, make the required fields on the Salesforce side also required in the 'Display/messaging settings' field.
What to do if you receive an error email with a status code that does not apply to the above.
If you receive an error email with a status code other than Refresh Token, Duplicate Lead Information or Missing Required Fields, please access the following URL (Salesforce Developer Guide) and search for the status code in the error email.