Overview
The issue involves referrals from an ambassador not appearing in Juno (Salesforce) despite being marked as "Referral Submitted." This was due to a misconfiguration in the workflow settings, where the backend integration was not running for the advocate creation workflow. Adjusting these settings is necessary to ensure referrals are processed correctly.
Solution
Follow these steps to resolve the issue of referrals not appearing in Juno (Salesforce):
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Check Salesforce Integration Error Logs:
- Navigate to Integrations > Salesforce for Referrals 2.0 > Logs within your AdvocateHub admin settings.
- Review log entries with a status of Failure and click on View results details for any failures to see the exact error message.
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Verify Workflow Configuration:
- Access the workflow settings in your AdvocateHub admin console.
- Ensure that the advocate creation workflow is correctly configured and active.
- Adjust any misconfigurations to ensure the workflow runs as intended.
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Test and Validate:
- Submit a test referral to verify that it appears correctly in Salesforce/Juno.
- Confirm that the advocate creation workflow is triggered and completed successfully.
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Prevent Future Issues:
- Regularly review and test workflow configurations to ensure all processes are functioning as expected.
Note: If issues persist after adjusting the workflow settings, further investigation into the specific configuration and integration logs may be necessary.
Frequently Asked Questions
- 1. How do I know if this issue applies to my situation?
- You'll notice that referrals are marked as "Referral Submitted" but do not appear in Juno (Salesforce). Check the workflow settings to ensure all necessary processes are configured and active.
- 2. What should I do if the issue persists after adjusting the workflow settings?
- If the issue persists, review the integration logs for any additional errors and ensure all required fields are mapped correctly. Further investigation into the specific configuration may be necessary.
- 3. How can I prevent similar issues in the future?
- Regularly review and test your workflow configurations and integration settings to ensure all processes are functioning as expected and that required fields are properly mapped.
Priyanka Bhotika
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