Here is a summary of the troubleshooting guide for Salesforce Business Intelligence Plus
Troubleshooting Salesforce Business Intelligence Plus
Creditsafe Business Intelligence Plus Troubleshooting Guide
This troubleshooting guide helps users identify and resolve common issues with the Creditsafe Business Intelligence Plus for Salesforce application, including authentication errors, company searches, credit reports, account matching, data cleaning and Salesforce configuration.
The guide provides step-by-step instructions and screenshots covering:
Authentication and login issues: Resolving login errors, expired sessions, missing country selections and Salesforce Lightning authentication problems.
Company searches and credit reports: Troubleshooting unavailable company reports, missing credit score fields and company matching errors.
Data Cleaning and enrichment: Identifying why Salesforce records are not matching or updating, resolving duplicate field mappings and configuring country and territory picklists.
Salesforce permissions and settings: Fixing permission-related errors, configuring Lightning components and resolving issues when saving application settings.
Error messages and failed processes: Investigating common errors such as "Unable to refresh", "Unhandled Fault" and "Attempt to de-reference a null object", including issues caused by Salesforce validation rules, Apex triggers and automated flows.
Creditsafe Support access: Instructions for granting temporary Salesforce access to Creditsafe Support for technical troubleshooting.
The guide is designed for Salesforce administrators and users of Creditsafe Business Intelligence Plus who need practical instructions to diagnose errors, restore functionality and maintain accurate company data within Salesforce.