Salesforce

The Salesforce connector no longer works

Problem: While attempting to use flows connected to Salesforce, the user receives an error mentioning an expired token. This is due to expiring of Salesforce connector post 14 days of not accessing.

Solution: Refresh your Salesforce token. To navigate to the create a connector wizard, refer to Creating a Connector.

1.

In the Project Console, select on the Control Panel button.

2.

Select on the Connectors button.

3.

Select your Salesforce connector in the List view.

The Basic settings page displays for your Salesforce connector

4.

Select the Configure button.

The Edit connector environment window displays.

5.

For the Smart Flows buttons in Salesforce option, select Skip.

6.

Select the Next button.

7.

Select the Authorize Smart Flows button to connect to your Salesforce instance.

The application redirects you to Salesforce for authenticate. The Salesforce Allow Access window displays.

8.

If your credentials are valid, select the Allow button.

The Smart Flows is authorized displays under the Authorize Smart Flows button. This confirms that Smart Flows is now allowed to communicate with Salesforce.

9.

Select the Next button.

The Create connector Connected window displays.

10.

Select the Finish button.

The Salesforce connector is successfully created.

Unable to Run a Flow in Salesforce

Problem: After triggering flows in Salesforce, the Flow Execution Panel does not open. This issue is the result of a user having insufficient permissions in Salesforce.

Solution: The Smart Flows versions earlier than 4.18 must configure Salesforce users to have the following permissions set by their administrator in the user roles settings:

• View Setup and Configuration

• Assign Permission Sets

• Manage User

For more details on permissions, please refer to the PermissionSetAssignment.

Smart Flows versions 4.18 and later must have the following:

• Salesforce users with a role of ExperlogixSmart Flows User role or higher

• The profile for the Salesforce user must be set to "Minumum Access - Salesforce"

Error while setting up the Salesforce Connector

Problem: When configuring a Salesforce connector, the error message 'No more than 10 columns may be specified in lookupPhoneDialogsAdditionalFields' appears. In other scenarios, the error may reference a different lookup. This issue often arises when Experlogix Document Automation code is injected into the Contacts object in Salesforce.

Salesforce has introduced a restriction that search layouts may contain no more than 10 columns. When Experlogix Smart Flows configures connectors, it replicates the existing Salesforce layouts, adds Experlogix Documents buttons, and re-applies the layouts to Salesforce, including legacy search layouts. If any legacy layout exceeds the 10-column limit, the error message is triggered.

Solution: The problem can be fixed using one of two options:

Option 1: Opt out of activating Experlogix Documents buttons for the Salesforce object (e.g., the Contacts object) that triggers the issue. This approach is suitable if no flows are expected to run from the object referenced in the error message.

Option 2: Reduce the number of columns defined in the search layout referenced in the error message. Follow this procedure:

1.

Open the Salesforce tenant that is causing the issue.

2.

Switch the view to Salesforce Classic.

3.

Navigate to Setup > Build > Customize and identify the object that is causing the error (e.g. Contacts).

4.

Identify the Search Layout that is referenced in the error message (e.g. Lookup Phone Dialogs) and reduce the number of referenced columns to less than 10.