Notes on Salesforce integration

There are seven details we would like you to be aware of when performing Salesforce integration.

Do not block TimeRex in the "OAuth Usage Status for Connected Applications" setting in Salesforce's AppExchange marketplace.

In the "OAuth Policy" section of the "Connected Applications" in the Salesforce Application Manager, "Allowed Users" should be "All users can self-authorize" instead of "Administrator approved users are pre-authorized".

In the "OAuth Policy" section of the "Connected Applications" in the Salesforce Application Manager, the "IP Relaxation" should be set to "IP Relaxation" instead of "Enforce IP restrictions".

In the "OAuth Policy" section of the "Connected Applications" in the Salesforce Application Manager, the "Update Token Policy" should be set to "Update tokens are valid until revoked" instead of "Update tokens expire immediately".

If a required item on the Salesforce side is posted blank, an error will occur.

Required items on the Salesforce side should also be required on the TimeRex side so that they are not posted as blanks.

By customizing the question items, required items on the Salesforce side can be set as required items on the TimeRex side.

Customize question items during schedule adjustment

Labels that are restricted from being updated or inserted on the Salesforce side will not appear as an option in the pull-down to set the "Lead label".

This is because an error occurs at the time of posting.

If you would like to post data to a label that does not appear in the "Lead label" choices, please contact your Salesforce administrator.

When mapping manually, if "URL parameter" is selected on the TimeRex side, only the value of the Key that matches the item name on the Salesforce side to be mapped will be posted.

If all Keys do not match the item name on the Salesforce side, the item will not be posted.