There are seven important points to review before using Salesforce integration.
Note 1: Do Not Block the TimeRex App in Salesforce
In Salesforce AppExchange, open Connected Apps OAuth Usage and make sure that TimeRex is not blocked.
Note 2: Allow All Users to Self-Authorize
In Salesforce Application Manager, open the OAuth Policies section of the connected app. For Permitted Users, select All users may self-authorize, not Admin approved users are pre-authorized.
Note 3: Relax IP Restrictions
In Salesforce Application Manager, open the OAuth Policies section of the connected app. For IP Relaxation, select Relax IP restrictions, not Enforce IP restrictions.
Note 4: Keep Refresh Tokens Valid Until Revoked
In Salesforce Application Manager, open the OAuth Policies section of the connected app. For Refresh Token Policy, select Refresh token is valid until revoked, not Immediately expire refresh token.
Note 5: Make Salesforce Required Fields Required in TimeRex
An error occurs if a field required in Salesforce is synchronized without a value.
Configure the corresponding field as required in TimeRex so that it cannot be synchronized while blank.
You can make the corresponding TimeRex field required under guest question settings. For details, see Guest Question Settings.
Note 6: Do Not Restrict Updates or Inserts for Fields You Want to Synchronize
A Salesforce field that cannot be updated or inserted does not appear as an option in the Lead label dropdown because synchronizing data to that field would cause an error.
If the field that you want to use does not appear under Lead label, contact your Salesforce administrator.
Note 7: Match URL Parameter Keys to Salesforce Field Names
When configuring the mapping manually, if you select URL parameter on the TimeRex side, only the value whose key matches the mapped Salesforce field name is synchronized.
If none of the keys match the Salesforce field name, no value is synchronized to that field.