TimeRex sends an error email when any of the following errors occurs during Salesforce integration:
The refresh token has been deleted in Salesforce.
Lead information is duplicated.
A required field is missing.
The error email is sent to:
The user who configured Salesforce under Team Settings
The creator of the relevant Calendar, unless this is the same user
Error emails are sent no more than once per week. If another error occurs within one week after an error email is sent, a new email is not sent.
When you receive an error email, check the status code in the email. Common status codes include:
"error":"invalid_grant"
DUPLICATES_DETECTED
REQUIRED_FIELD_MISSING
Other status codes
The causes and recommended actions for each status code are described below.
Important Note
Regardless of how TimeRex works, whether data can be registered may vary depending on your Salesforce matching settings. For details, see Salesforce Help: Matching Rules.
"error":"invalid_grant"
Cause
The refresh token has been deleted in Salesforce, or OAuth access has been revoked in Salesforce.
How to Resolve the Error
As a TimeRex team Owner or Admin, reconnect Salesforce from Team Settings > Integrations > Salesforce.
When reconnecting, open the OAuth Policies section of the connected app in Salesforce Application Manager. For Refresh Token Policy, select Refresh token is valid until revoked.
DUPLICATES_DETECTED
Cause
Lead information is duplicated.
If the same guest completes scheduling multiple times, Salesforce may detect the Lead information as a duplicate and return this error.
REQUIRED_FIELD_MISSING
Cause
A required Salesforce field was not provided during scheduling.
For example, this error occurs if Company is required in Salesforce but the guest does not enter a company name during scheduling.
How to Resolve the Error
If Lead or Contact Is Selected Under Object to Link
On the create or edit screen for the relevant Calendar, make the corresponding Salesforce required field required under Guest Question Settings.
If Lead and Contact Is Selected Under Object to Link
If a field that TimeRex does not expect is required in Salesforce, remove the required setting from that field in Salesforce.
Alternatively, select Lead or Contact under Object to link and configure the mapping manually.
Other Status Codes
If the error email contains a status code other than a refresh-token error, duplicated Lead information, or a missing required field, open the Salesforce Developer Guide and search for the status code shown in the email: