What is this page for?

This page is for addressing Frequently Asked Questions for the Salesforce Integration, and what fixes are available to make sure the Integration works for all Customers well.

Table of Contents:

1.      Solution 1. ||  Any users wishing to interact with Objects to trigger invites must have one of the two Permission Sets assigned
2.      Solution 2. || Ensure the API Key and Secret match with the B2B App
3.      Solution 3. ||  User Profile not having READ access to External Credentials
4.      Solution 4. || 'Enabled Orders' is not turned on

1.)  Any users wishing to interact with Objects to trigger invites must have one of the two Permission Sets assigned

In order to trigger an Invitation by moving a Case/Order/Opportunity etc, the User must have one of the two Permission Sets associated with their User or their Profile.

If they do not, then the Invitation will not be triggered to send an Invitation.

How to Solve;

The user will need to ensure that all Users who wish to use the Integration, must have one of the Permission Sets TrustpilotAppUser or TrustpilotAppSuperUser associated.

Go to a Users → Permission Set Assignment

Ensure that the TrustpilotAppSuperUser or the TrustpilotAppUser are assigned

Click Save

2.) Ensure the API Key and Secret match with the B2B App

There is a small chance that there was a failure with the automation when updating the Users Credentials.

We can check and resolve this by manually checking the Credentials were copied over correctly, and if they were not, we can update them ourselves.

How to Solve;

Go to the Trustpilot B2B App

Go to the B2B App, Integrations → Developers → APIs and Open the top-most Application titled “Salesforce Integration”

Go to your Salesforce Instance, and go to Setup.

Go to Setup → Search ‘Named Credentials’ → Click External Credentials

Click ‘TrustpilotExternalCredential’

Find the principal “TrustpilotExternalCredentialPrincipal” and click on the dropdown, and select Edit

Ensure the ClientId matches the Application API in the earlier screenshots.

Ask the User to Copy and Paste the API Key again if needed.

3.) User Profile not having READ access to External Credentials

If the User who is attempting to use the Integration does not have “READ access to any User External Credentials” on their Profile, then they won’t have access to any External Credentials.

You may see something like this:

How to Solve;

The Salesforce Admin should ensure that any User who wishes to use the Integration is attached to a Profile that has User External Credentials ticked for READ.

This is under Profile → Standard Object Permissions → User External Credentials.

An example Profile without the setting checked

An example Profile with the setting checked

4.) 'Enabled Orders' is not turned on

If you are seeing the following error, when attempting to install the integration -- you need to first make sure the 'Enable Orders' feature is enabled. 

• Documentation: https://help.salesforce.com/s/articleView?id=sf.customize_order_enable.htm&type=5&language=en_US

Even if you are not using 'Orders', this feature needs to be enabled for the integration to work. 

If you attempting to to install this integration with your QA instance, please make sure to check these settings are also enabled within the QA instance.