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Documentation Index

Fetch the complete documentation index at: https://memberpulseptyltd.mintlify.app/llms.txt

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Platform administrators can diagnose and assist with Salesforce integration issues.

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Common Issues

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Authentication & Connection

Symptoms:
  • Integration shows “disconnected”
  • 401 Unauthorized errors in sync logs
Resolution:
  1. Check OAuth token expiry
  2. Verify Connected App settings in Salesforce
  3. Confirm callback URL is correctly configured
  4. Re-authorize if refresh token has expired
Symptoms:
  • Partial sync failures
  • “INSUFFICIENT_ACCESS” errors
Resolution:
  1. Review Salesforce user’s profile permissions
  2. Verify object-level and field-level security
  3. Check sharing rules for relevant records

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Data Sync Issues

Common causes:
  • Duplicate rules blocking insert
  • Required fields not mapped
  • Validation rules failing
Troubleshooting:
  1. Check Salesforce duplicate management settings
  2. Review field mapping configuration
  3. Check Salesforce validation rules on Contact object
  4. Review sync error logs for specific field errors
Common causes:
  • Picklist value not in Salesforce
  • Data type mismatch
  • Field no longer exists
Troubleshooting:
  1. Compare field mapping with current Salesforce schema
  2. Verify picklist values exist in Salesforce
  3. Check for recent Salesforce schema changes
Common causes:
  • Record modified in both systems
  • Sync timing causing overwrites
  • Missing conflict resolution rules
Troubleshooting:
  1. Review sync timestamps for both systems
  2. Check conflict resolution configuration
  3. Identify which system should be source of truth

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Activity Tracking Issues

Common causes:
  • Task/Event creation disabled
  • Activity history limits reached
  • Activity type not configured
Troubleshooting:
  1. Verify activity sync is enabled in settings
  2. Check Salesforce activity history retention
  3. Review activity type mapping

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Diagnostic Endpoints

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Connection Status

GET /api/admin/integrations/salesforce/{organization_id}/status
Authorization: Bearer {admin_token}
Response: 
{
  "connected": true,
  "instance_url": "https://na123.salesforce.com",
  "api_version": "59.0",
  "token_expires_at": "2025-01-15T16:00:00Z",
  "last_sync": "2025-01-15T10:30:00Z",
  "sync_stats": {
    "contacts_synced": 1523,
    "contacts_failed": 12,
    "activities_synced": 8934,
    "last_full_sync": "2025-01-10T00:00:00Z"
  }
}

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View Sync Errors

GET /api/admin/integrations/salesforce/{organization_id}/errors
Authorization: Bearer {admin_token}
Response: 
{
  "errors": [
    {
      "id": "err-uuid-1",
      "type": "contact_sync",
      "salesforce_error": "DUPLICATES_DETECTED",
      "record_id": "member-uuid",
      "details": "Duplicate contact found with matching email",
      "timestamp": "2025-01-15T09:15:00Z",
      "retry_count": 2
    }
  ],
  "total": 12,
  "page": 1
}

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Retry Failed Records

POST /api/admin/integrations/salesforce/{organization_id}/retry
Authorization: Bearer {admin_token}
Content-Type: application/json

{
  "error_ids": ["err-uuid-1", "err-uuid-2"]
}

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Test Field Mapping

POST /api/admin/integrations/salesforce/{organization_id}/test-mapping
Authorization: Bearer {admin_token}
Content-Type: application/json

{
  "object_type": "Contact",
  "sample_record_id": "member-uuid"
}

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Escalation

For complex Salesforce issues:
  1. Collect organization ID, Salesforce org ID, error details
  2. Review Salesforce debug logs if available
  3. Check Salesforce Trust status for service issues
  4. Escalate to development team with full diagnostic output