You may occasionally find that the 10to8 integration with Salesforce isn't behaving in the way you may be expecting it to. You can find some general troubleshooting advice in this article.
Please ensure Rest API is enabled in Salesforce for functionality. (Not available on Salesforce trial accounts)
If you would like to test this integration before going live, please sign up for a Salesforce Developer account at https://developer.salesforce.com/signup.
TABLE OF CONTENTS
- 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 10to8. This will show you any errors that come from Salesforce. You can read the description and the information could help your Salesforce administrator to solve the problem, as it will usually be something that needs resolving within Salesforce. However, if a problem still persists after speaking with a Salesforce administrator, you can contact 10to8 using the support portal.
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" in your "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:_____________
These errors mean 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.