Need a little troubleshooting help? Avo4SF has had its tires🦶ed a number of times over. See the most common issues that come up when using Avo4SF and how to solve them below.
I installed the Avochato for Salesforce app, did the trial, and am now ready to buy seats. Where do I go from here?
- TL;DR: Click this buy now link which should guide you through the wizard to buy seats for Avochato for Salesforce. If that doesn’t work, follow the instructions below
- Go to the AppExchange, login as the user who installed the package originally, and then click on our Avochato for Salesforce listing
- There should be a green button on the right side of the page that say “Buy Now”. Click that button
- If you don’t see the Buy Now button, try re-logging into the AppExchange and make sure to use your SFDC Production credentials
- You can see all the package installations by using this link, and you find the Buy Now option next to the Avochato for Salesforce listing
- Follow all the instructions on the wizard to enter the number of licenses you’d like to purchase and payment information
- After completing this step, make sure to follow these instructions to apply your newly bought licenses. If you don’t apply the licenses, Avochato for Salesforce will no longer work properly as it did during the trial period
- To double check all your settings, click into the Avochato Setup tab within Salesforce and that page should confirm your settings are filled in correctly, or instruct you on how to finish setup
I’m getting an installation error when installing the package from AppExchange. What should I do?
- Our package runs a post-install script which assumes your Salesforce org has access to “Connected Apps”
- Check if you have access to Connected Apps. If you check Setup, you should be able to see the Setup → Apps → Connected Apps → Manage Connected Apps option. If you don’t see that option, open a support ticket with Salesforce requesting access to Connected Apps. In addition, also request access to the Canvas API to avoid any other potential issues
After purchasing seats on the AppExchange, the Avochato & Avochato Setup tabs disappeared from the tab bar and the app selector. What happened?
- You can also double check the Avochato Setup tab to ensure your users have all the other permissions they need to use Avochato for Salesforce.
- When you install Avochato for Salesforce the first time around, you have a 14-day trial. Once you buy seats, you have to apply those seat licenses to Salesforce users in order for those users to continue using Avochato for Salesforce
- Follow these instructions to assign Licenses to the Salesforce Users you would like to have access to Avochato for Salesforce. The tabs should reappear after applying the License
Every time I try to login to the AppExchange in order to buy my Avochato for Salesforce seats, I get an authentication error message and I don’t know where to go from here to get my seats.
- In order to buy app seats from the AppExchange, you need to have setup a Trailblazer profile for your Salesforce Production login
- Follow the instructions to “Sign Up” in order to create a new Trailblazer account and associate it with your Salesforce Production user
When trying to buy licenses for Avochato for Salesforce the first time, anytime I login and go to the Avochato for Salesforce listing on the AppExchange, it shows the “Get It Now” button, even though I’ve already installed it. I’m supposed to see a “Buy Now” button. What should I do?
- To buy Avochato for Salesforce seat licenses, you must use the external website https://appexchange.salesforce.com/ to purchase the licenses, and shouldn’t use the built-in AppExchange from within Salesforce itself
- Make sure to login with your Salesforce Production Login credentials. You may have a Trailblazer account which is separate from your Salesforce Production Login, and you need your Salesforce Production Login account in order to purchase licenses
The Avochato → Integrations → Salesforce page section says that my tokens have expired. What do I do?
- Take a look at this post and follow the instructions on how to reestablish your connection with your Salesforce org
After installing the app from the AppExchange, and then trying to setup the Avochato Salesforce sync integration, I’m shown an error page, and the browser URL has an error message OAUTH_APP_ACCESS_DENIED. How do I fix this?
- Settings and permissions within Salesforce may not have been setup correctly, causing this error
- The URL for that error page will look like: https://www.avochato.com/auth/failure?message=OAUTH_APP_ACCESS_DENIED&origin=https%3A%2F%2Fwww.avochato.com%2Fsalesforce%2Fauthorize&strategy=salesforce
- To fix, ensure the Avochato_API connected app has the “User Approved” setting for the OAuth Policies section.
Every so often the activity sync from Avochato to Salesforce seems to stop working, usually after a weekend or long time without activity. How do I fix this? OR - Sometimes my screen has a big Canvas App error that says my session has timed out and some errors around a refresh token. How do I fix this?
- It could be due to some overly enforce IP restriction settings
- Similar to the above issue, go into Setup, locate the Avochato for Salesforce connected app and click the Edit link
- Under the OAuth policies section, adjust the IP Relaxation settings to “Enforce IP restrictions, but relax for refresh tokens”
- Apply the same settings for the Avochato API app
Lightning Page and Component Issues
My users click “Approve” within the component, but it doesn’t seem to do anything. Is something wrong?
- This is usually due to permission issues. Make sure an Avochato for Salesforce license is associated with the logged-in user. Also check the Avochato Setup tab to ensure the permission sets have been assigned properly.
- Use the “Reapply Permissions” button within the Avochato Setup tab to ensure all Avo4SF licensed users have the correct permission sets associated with them.
When editing the Lightning page (with the Lightning App Builder), I don’t see “Avochato” as a custom component that I can use. Where is it? OR When I click on the App Launcher to search for the Avochato tab, I don’t see Avochato as an option. What am I missing?
- This usually means that “My Domain” hasn’t been activated within your org.
- Follow the My Domain setup instructions
- Don’t forget to click the “Deploy to Users” button to finalize My Domain
- For Salesforce users who have many users or other integrations syncing with your Salesforce org, please consider these best practices before enabling My Domain
- If My Domain wasn’t the issue, and if you recently purchased Avochato for Salesforce seats on the AppExchange, you have to apply the new seat licenses to your users.
I followed all of the instructions and the Avochato Setup tab indicated that everything was configured correctly. But when I drag the lightning component onto the Lightning Page, I get a strange permissions error about “Canvas API”. What is that and how do I fix this?
- Our lightning component uses a Canvas Connected App, which allows for secure communications between Salesforce and Avochato
- If you get this “Canvas API” error, open a support ticket with Salesforce requesting access to Canvas API
When loading the Avochato component on a lightning page, I get an “Avochato_for_Salesforce_Stage” error message. How can I fix this?
- Go to Setup -> Custom Code -> Custom Metadata Type
- Go into “Avochato Setting” and click the Manage Records button (or just click the Manage Records link). There you should see the “Use Stage Canvas App URL” setting. Click into it.
- Make sure “Is Active” is not marked. It should be a blank checkbox. If it’s marked true, then click the Edit button, uncheck the box, click Save
Licenses and Setup
I’ve installed Avochato for Salesforce but I don’t see the Avochato or Avochato Setup tab. What can I do?
- Assuming My Domain is enabled (see question #10 above for more details), the Avochato tabs can be enabled via Permission Sets
- Click into Setup → Permission Sets
- Click on the “Avochato Connected App User” Permission Set
- Click into “Object Settings”, usually the third option on the screen
- Click into the “Avochato” item, then click Edit
- Mark both checkboxes true for Available and Visible, then click Save
- Repeat the same steps for the “Avochato Setup” item
- Done! Refresh your page and you should be able to see the Avochato and Avochato Setup tabs in the App Selector
- Note: You may have to reset your cache for the page, or log out and log back into Salesforce in order to see the tab updates
List View Broadcasting is giving me a Status 500 error. What’s wrong?
- Avochato API Credentials have to be setup properly in order to use List View Broadcasting
- Go to the Avochato API Credentials Datatable and ensure there are active API credentials there, and one of them is marked as the Default credential
List View Broadcasting gave me a 403 error status. How can I fix it?
- This happens either because you had a trial Avochato account that expired, or you have an overdue invoice to pay for Avochato. Pay the overdue bill to immediately regain access, or reach out to Avochato Support if you want to request a trial extension.
I’ve used List View Broadcasting successfully in the past, but recently got a strange Publish Error message about a null reference. What’s the issue?
- Broadcasts have two steps – prepping the broadcast and then publishing it. Depending on the size of the broadcast and the queue in Avochato servers, that prep broadcast might take longer than the command to publish the broadcast
- If this is a common occurrence, wait some time (10-20 seconds) before clicking the Publish Broadcast button.
- If still an issue, reach out to your Avochato representative for further investigation
I’m trying to use the Salesforce Cloud icon to quickly navigate to the Salesforce record from within the Avochato tab in Salesforce (or the Utility bar), but when I click the cloud icon, it doesn’t do anything. How can I fix this?
- We use a special technology called Websockets to handle that click event, and it could be the Websocket isn’t allowed to connect properly to your Salesforce instance
- To fix this, go to Setup → Security → CSP Trusted Sites. Click on the Avochato_Websocket
- Confirm that the Trusted Site URL is:
wss://ws.avochato.com. Edit and update the URL if it’s not already set to this URL above
- The settings should look like the screenshot below