Troubleshooting: Salesforce integration
Try the following troubleshooting procedures to resolve the most common integration issues:
Search does not return any results.
If Search does not return any results, it may be because you do not have access to several entities in the CRM integration:
Entity: Contact
Fields: Phone, MobilePhone, HomePhone, AssistantPhone, OtherPhone, Fax
Entity: Account
Fields: Phone, Fax
Entity: Lead
Fields: Phone, MobilePhone, Fax
Note: If you are an agent, contact your administrator.
My screen pop fails in CRM integration.
A screen pop failure is commonly attributed to browser caching issues, blocked pop-ups, and blocked websites.
