Facing any errors when integrating Cooby with your Salesforce?
Don’t worry! Cooby has listed the common errors you might encounter when connecting to Salesforce and provided solutions for each. Follow our instructions below.
Cooby not installed in Salesforce
Error Message: You are unable to access the Salesforce integration. Please contact your team admin to ensure that Cooby has been installed in your org from the Salesforce AppExchange.
If you’ve already authorized Cooby to access your Salesforce but are still receiving this error message, it means your Salesforce organization has not installed Cooby.
If you are a workspace admin, please go to the Salesforce AppExchange page and install Cooby into your Salesforce organization.
If you are a workspace member, you will need to contact your workspace admin to grant you the necessary permissions.
No Cooby Admin or Cooby Member permission
Error Message: You are unable to access the Salesforce integration. Please contact your team admin to ensure that you have been assigned one of the following permission sets in Salesforce: Cooby Admin or Cooby Member.
If you received this message in your WhatsApp Web side panel, it means your Cooby Admin or Cooby Member permission has not been enabled.
If you are a workspace admin, please go to the workspace admin setup page, click Assign Permission Set in the Assign Cooby Admin/Member Permission Set section to enable the permission. Please note that these two permissions are different, so you’ll need to ensure you assign the correct permission set for the intended user.
If you are a workspace member, you will need to contact your workspace admin to grant you the necessary permission.
No Cooby Required Fields permission
Error Message: You are unable to access the Salesforce integration. Please contact your team admin to ensure that you have been assigned the Cooby Required Fields permission set in Salesforce.
If you received this message in your WhatsApp Web side panel, it means the contact card's required field permission has not been enabled.
If you are a workspace admin, please go to the workspace admin setup page, click Assign Permission Set in the Assign Cooby Required Fields Permission Set section to enable the permission.
If you are a workspace member, you will need to contact your workspace admin to grant you the necessary permission.
We hope this document helps you better understand how Cooby works. For any concerns or questions regarding your HubSpot integration, kindly email us at [email protected] 💜