Troubleshooting Revenue Grid Widgets Errors¶
2 min read
This article is an addition to the main Revenue Grid Salesforce managed package setup article. It describes possible errors and misconfiguration cases and their solutions.
| Widgets set | How the issue manifests in Salesforce interface | Issue explanation | Solution |
|---|---|---|---|
| Revenue Grid | No error message; Revenue Grid logon dialogue is displayed | Tenant misconfig; more than one tenant was created during configuration | Contact our Support team |
| Revenue Grid | “Account not provisioned as Revenue Grid user, so you cannot access Revenue Grid User panel (SFA-011)” | No ServerSyncTenantUrl value or a wrong value entered. Possibly a mismatch of accounts used to access the Add-In and the Widget. Also occurs if RGES Sync Engine was not activated for the user, so the user does not exist in the tenant |
Perform the three Setup Steps afresh; make sure user is logged into the Add-In with the same Salesforce account as one for which the widgets are configured. If that does not help, ask our Support team to check that RGES Sync is activated for the user in the proper tenant |
| Revenue Grid or Revenue Grid | No error message; Visualforce frame in Salesforce interface is blank | ServerSyncTenantUrl value has no trailing slash / character, so it is unusable in the system. RevenueGridTenantUrl value has a trailing slash / character that makes it unusable in the system. |
Perform the three Setup Steps afresh; make sure there is a slash / character at the end of the ServerSyncTenantUrl value and there is no slash / character at the end of the RevenueGridTenantUrl value |
| Revenue Grid | No error message; a “Table and chair” Import to Revenue Engage picture is displayed on Contacts importing to Revenue Grid | Several possible causes: No Email field value on Lead / Contact cards; Possibly the Lead / Contact was imported to RG through a .csv file |
Check; Make sure that Email address value is present in Lead and Contact record cards in Salesforce; Make sure there is no duplicate for this Lead/Contact in RG and press on “Import to Revenue Engage”. If that does not help, please report to our Support team |
| Revenue Grid or Revenue Grid | “Message:” The requested resource does not support http method ‘GET’“ | A configuration step was performed incorrectly | Perform the Setup Steps afresh |
| Revenue Grid or Revenue Grid | “No permissions to view namespace [REVGRD] and the API [InvisibleSuite]” notifications | The roles Standard User and mail server Administrator were not enabled with checkmarks on widgets configuring | Enable both these roles for Salesforce profiles, as described in this article |
| RG Lead Activity History or RG Lead Sequences | No error message; a “Table and chair” Import to Revenue Engage picture is displayed on Leads importing to Revenue Grid | Several possible causes: RG Send an Email to Lead widget was not added to Salesforce interface; “Enable automatic import of prospects into Revenue Grid from Salesforce email sendout widget” permission was not granted in Revenue Grid |
Refer to this article to learn how to set up RG Send an Email to Lead widget and to this article to learn how to grant all necessary permissions in Revenue Grid |
| RG Lead Sequences | No error message; “Add sequence” (+) button is missing on the RG Lead Sequences widget |
Several possible causes: the recipient is opted out from sequences; the limit of the active sequences has been reached |
Refer to this article to learn how to investigate and resolve the issue |
Was this article helpful?
Get back to us
We would love to hear from you!
We would love to hear from you!