❓Troubleshooting & FAQ's

This section provides answers to common issues you may encounter and solutions to ensure smooth operation.

Common Issues:

1. Error: "Unable to Connect to Salesforce"

   • Solution: Ensure that your Salesforce API user has the correct permissions and that the API key is valid. Reconnect the integration by following the installation steps.

2. Data Syncing Issues (e.g., Missing Fields)

   • Solution: Double-check the field mapping settings. Ensure that all relevant fields are mapped correctly between Salesforce and ReviveAI. Use the Test Sync feature to identify issues.

3. ReviveAI Not Responding in Conversations

   • Solution: Verify that the ReviveAI agents are activated in Salesforce and check for any connectivity issues. Ensure that there are no workflow or permission conflicts.

FAQs:

1. What Salesforce editions are compatible with ReviveAI?

   • ReviveAI is compatible with Salesforce Sales Cloud and Service Cloud, with support for both Enterprise and Developer Editions.

2. Can I use ReviveAI with custom Salesforce objects?

   • Yes, ReviveAI supports custom objects and fields, allowing you to configure your workflows and mappings according to your unique Salesforce setup.

3. How secure is the data transfer between Salesforce and ReviveAI?

   • All data transfers between Salesforce and ReviveAI are encrypted using HTTPS. Additionally, ReviveAI adheres to the highest security and data governance standards.