Are you running into some issues with your Salesforce? Check out these troubleshooting tips and procedures to get your Salesforce working the right way. Some of these solutions may require you to have Account Admin-level access.
Common Troubleshooting for the Spekit Salesforce Integration
If you are having problems connecting Salesforce to Spekit, the most common issues are due to the requirements not being met. The requirements are:
- The User's Profile must have the following:
- "API Enabled" System Permission.
- "Modify Metadata Through Metadata API Functions" System Permission.
- The Connected App has "Relax IP restrictions."
How to find the URL of an iframe
Some pages, like a Visualforce page, use iframes to display content. Spek icons may not appear in the iframe since it is a different URL from the main page. You must add the iframe URL to the Topic for Spek icons to appear.
To find the URL of an iframe:
1.) Right-click inside of the Visualforce page or iframe.
2.) Click View Frame Source.
3.) The Chrome address bar will display something like this: view-source:https://www.w3schools.com/
4.) Everything after "view-source:" is the URL of the iframe.
How to locate a Visualforce URL in Salesforce
In the Google Chrome web browser:
1.) Right-click on the white space on the Visualforce page.
2.) Left-click Inspect.
3.) Left-click on View Frame Source. The tab that opens will resemble the page below.
4.) Copy the long URL that appears in the address bar.
5.) Please paste the URL in your reply so we can look into it.
6.) Add the Visualforce URL to the Topic you want the Speks to appear for.
Why do my new Salesforce fields/objects not show up in Spekit?
Spekit must be manually synced to Salesforce by a Spekit Administrator. Spekit does not automatically sync changes from Salesforce to Spekit.
To perform a manual sync:
1.) Go to the Connectpage.
2.) Click Sync now.
** DO NOT navigate away from the page while the sync is processing **
After the sync has been completed, you can define your new Salesforce field Speks.
Why am I getting a 500 error when trying to authenticate with Salesforce for the first time?
Your organization likely enforces IP address restrictions at login.
To confirm that the IP address is the issue, do the following:
- Log into Salesforce
- Go to Setup –> Manage Users –> Login History
- Look for your login attempt with Spekit by searching the Application Name column for Spekit
- The Status should read: ‘Restricted IP’ Error
- Write down the IP address in the Source IP column
Next, try the following:
1.) Create a Trusted IP range for Spekit in Network Access.
- Go to Setup –> Security Controls –> Network Access.
- Create a “New” trusted IP range for Spekit and enter the IP address you wrote down from the login attempt to your Trusted IP ranges in Network Access.
- Once that IP range is saved, try signing in to Spekit again.
2.) Enter the IP address in the User Profile.
- If Login Fails after trying solution 1, see if the error message and IP address remain the same.
- If yes, Manage Users –> Profiles –> Login IP Ranges.
- Create a “New” trusted IP range for Spekit and enter the IP address.
- Once that IP range is saved, try signing in to Spekit again.
3.) Append the Security Token with Password.
- From your settings, enter Reset in the Quick Find box, then select Reset Security Token.
- The new security token is sent to the email address in your Salesforce personal settings.
- Try logging in again by appending the security token to your password.
If these solutions don’t resolve the issue, please email support@spekit.co.
Why do my new Salesforce users not show up in Spekit?
Spekit must be manually synced to Salesforce by a Spekit Administrator. Spekit does not automatically sync changes from Salesforce to Spekit.
To perform a manual sync:
1.) Go to theConnectpage.
2.) Click Sync now.
** DO NOT navigate away from the page while the sync is processing **
After the sync has been completed, you can invite new Salesforce users and/or define your new Salesforce field Speks.
How do I create CSP Trusted Sites to Access Third-Party APIs?
A customer with IP restrictions can connect Spekit to Salesforce by adding us as a Content Security Policy (CSP) trusted site.
Create CSP-Trusted Sites to Access Third-Party APIs:
https://help.salesforce.com/articleView?id=csp_trusted_sites.htm&type=5
When you define a CSP Trusted Site, you can add the site’s URL to the list of allowed sites for the following directives in the CSP header.
The main objective is to help prevent cross-site scripting (XSS) and other code injection attacks.
To use third-party APIs that make requests to an external (non-Salesforce) server or to use a WebSocket connection, add a CSP Trusted Site.
How do I resolve an IP address restriction error while connecting to Salesforce?
To connect the Salesforce org to Spekit, your Salesforce user must have the “Modify Metadata” permission & no IP restrictions.
Spekit will never write to, edit, or access your customer data.
If you run into an error that tells you your IP address is restricted when connecting the Salesforce org to Spekit, do the following:
1.) Log into Salesforce.
2.) Click Setup.
3.) Click Manage Users.
4.) Click Login History.
Look for your login attempt with Spekit by searching the Application Name column for Spekit. The Status should read: ‘Restricted IP’ Error. Write down the IP address in the Source IP column Next, try the following:
1.) Create a Trusted IP range for Spekit in Network Access. Go to Setup –> Manage Users –> Login History. Look for your login attempt with Spekit by searching the Application Name column for Spekit. The Status should read: ‘Restricted IP’ Error. Write down the IP address in the Source IP column.
2.) Enter the IP address in the User Profile. If Login Fails after trying solution 1, see if the error message and IP address remain the same. If yes, Manage Users –> Profiles –> Login IP Ranges. Create a “New” trusted IP range for Spekit and enter the IP address. Once that IP range is saved, try signing in to Spekit again.
List of AWS IPs Spekit suggests whitelisting in Salesforce.
Spekit AWS servers are located in (US-East-2).
Spekit uses Port 443:
- 18.116.109.214
- 18.118.242.225
- 18.189.84.125
- 18.218.132.45
- 3.130.5.50
- 3.131.4.129
- 3.132.197.159
- 3.139.185.210
- 3.18.141.125
- 3.19.233.113
How to set the IP range for all Salesforce users in the org:
1.) Click Setup.
2.) In the Quick Search on the left side of the page, search Network Access.
3.) Click New.
4.) Add the Start IP Address and the End IP Address.
5.) Enter Spekit for the Description.
6.) Click Save. Repeat the steps above for each IP Range to be added.
These can only be added or removed by a system Administrator.
How to append the Security Token with Password:
1.) Open your Settings.
2.) Search for Reset in Quick Find.
3.) Click Reset Security Token.
- The new security token is sent to the email address in your Salesforce personal settings.
- Try logging in again by appending the security token to your password.
If you're still running into the same issue, the problem may not be related to IP addresses. Follow these sets to check your Connected Apps OAuth Usage settings.
1.) Open Salesforce.
2.) Click the gear icon and select Setup.
3.)In the search box, enter OAuth, and then select Connected Apps OAuth Usage. The Connected Apps OAuth Usage page displays current OAuth app connections to the org.
4.) Click the Install button and Allow profiles to connect to the new Connected App for the Spekit OAuth line item.
If these solutions don’t solve it, please email support@spekit.co
A customer with IP restrictions can also connect Spekit to Salesforce by adding us as a Content Security Policy (CSP) trusted site.
What to do when you receive a "Could not complete sync" error when clicking the Sync now button?
Scenario: You have previously set up a connection from Salesforce to Spekit. When you go to Connect and click Sync Now, you receive a red error in the bottom left that says, "Could not complete sync."
Possible Reasons:
- The Salesforce user used to connect to Spekit is no longer active in Salesforce.
- Resolution: Contact your Salesforce Administrator and ensure the user listed next to "Connected by" has not been disabled.
- The Salesforce user does not have the required permissions to sync to Spekit.
- The Salesforce OAuth token is no longer valid or needs to be reset.
- Resolution: Contact Spekit Support to assist you in resetting this.
How to enable Spek icons on the Edit Quote screen in CPQ
The steps below are necessary on the Edit Quote screen in CPQ because a Visualforce page is being used. Keep in mind that the na111 portion of the URLs is specific to my example dev org, so yours will be different.
Prerequisite:
- Create a new Topic and add the URLs for the Salesforce one.app and the Salesforce CPQ prefix.
Example: https://sbqq.na111.visual.force.com
1.) Open the Salesforce CPQ app, and navigate to the CPQ Quote object (SBQQ__Quote__c).
2.) Click to open a Quote Number (Example: Q-00000).
3.) Click Edit Lines.
4.) Right-click in the white space on the page.
5.) Left-click View Frame Source. A new web browser view-source tab will open.
6.) Highlight all the Visualforce URL that contains sbqq, which is the pre-fix for the CPQ-managed package. In the example below, I highlighted from the start of https: to the end past where the arrow is:
This is not the URL you will use. This is just an example of what you must copy for this to work properly:
https://sbqq.na111.visual.force.com/apex/sb?id=a0q3h000000RHF8AAO&tour=&isdtp=p1&sfdcIFrameOrigin=https://na111.lightning.force.com&sfdcIFrameHost=web&nonce=33d2d2c202989594ff42cfa9dab5b64beb94bbf4a879aa103dbccc027df2328f<n_app_id=06m3h000001Mj4qAAC&clc=0#quote/le?qId=a0q3h000000RHF8AAO
7.) Open a new browser tab, paste the URL you just copied into the address bar, and hit enter. The Edit Quote screen will load up; however, all that is loading here is the actual Visualforce page.
8.) Open the Spekit Chrome Extension.
9.) Click Settings (bottom right).
10.) Click the slider for Domains Enable help text icon on. The screen in the current tab will refresh.
11.) Click on the first tab in CPQ for the Edit Quote screen you originally opened.
12.) Refresh the Edit Quote screen in CPQ. Spekit icons will now appear next to the fields you opted to define and associate with the Topic you created and linked to.
Where in Salesforce do Spekit icons not work or appear?
Reports: This is because Spekit automatically blacklists all Spekit icons for all customers on Reports in Salesforce due to the known slowness issue with Salesforce Lightning Reports not adding to it.
Dashboards: Since Dashboards are directly related to Reports in Salesforce, limited usage of Spekit icons is available.
Spekit icons will not appear on the Reports used to build Dashboards.