Question 1

PipeLaunch Native Salesforce App Installation Guide

Accepted Answer

Download the latest version from the AppExchange: https://appexchange.salesforce.com/appxListingDetail?listingId=a0N4V00000GbgEIUAZ

Click on Install for Admins Only button

Approve Third-Party Access. PipeLaunch API access is mandatory to use the app.

Wait while the app is installing. The installation can take up to 6 minutes, at which point Salesforce will let you know that the installation is taking longer. You should receive an email once the installation is successful.

Go to Setup, and search for Installed Packages menu.

Search for the PipeLaunch app on the list of installed packages. Click on the **Configure **button link (left side) to access the Settings

Allocate Licenses to Users

Now you need to allocate the li

Question 2

Grant Support Access to Salesforce or PipeLaunch

Accepted Answer

Your company's administrators have automatic access to your account without requiring any action from you. However, if your organization mandates that users must give permission for administrators to log in, you have the ability to provide access for a specific period.

For security considerations, the maximum duration for granting access is limited to 1 year. Once access is granted, administrators or support representatives can utilize your login credentials to access your data and assist you in resolving any issues.

To manage this from your personal settings start by entering "Login Access" in the Quick Find box.
Then, choose the option to authorize login access.
You can establish the expiration date for this access by selecting a value from the provided list.
Finally, remember to save your changes.

Grant Salesforce Support Access

If any setup modifications are made by an administrator, support representative, or publisher using your login credentials, the setup audit trail will document these changes along with the associated usernames. Additionally, in certain organizations, a record of clicks made by an administrator while logged in as you may also be recorded for auditing purposes.

[Please do not forget to share your ORG ID with the organization that has requested support access.](https://help.pipelaunch.com/en/article/find-your-salesforce-organization-id-rkzucz/?b

Question 3

Update to the latest Chrome Extension version

Accepted Answer

To update to the latest version you have two options:

Option 1: Automatic update

Close your Chrome browser window (on MacOS you need to quit the app)
Open Chrome again
Wait a few seconds before opening the PipeLaunch Chrome Extension. Chrome updates the extensions automatically in background
Check if the version was updated

Option 2: Manual update

Go to chrome://extensions or click on the Extensions button ( 🧩puzzle piece icon) and select the option Manage extensions.

Enable the option Developer mode. Toggle on the top right corner
You should now see more buttons. Click on the Update button
Check if the version was updated

Manual update

Question 4

Add the new Company Insights or Contact Insights

Accepted Answer

To replace the "Company Info" or "Contact Info" component with the new "Company Insights" or "Contact Insights", you should ask your System Administrator to edit the Lead, Account, and Contact page layout and add the new component to the page layout.

Edit the page Layout
Remove the Company Info component
Replace it with the new component

Question 5

Access Authorization Troubleshooting: Salesforce OAuth error

Accepted Answer

The essence of the issue: after clicking on the “Connect to Salesforce” a Salesforce OAuth error OAUTHAPPROVALERROR_GENERIC occurs:

It only happens if API use is enabled for the user in Salesforce.

The issue’s cause: the OAUTHAPPROVALERROR_GENERIC error may occur on user logon if the user’s Profile in Salesforce is restricted by IP range limits. That also blocks any connections from Connected Apps.

To resolve the issue, first adjust Salesforce restricted IPs configuration for the concerned Profile, to ensure that the range includes the actual IP the user attempts a logon from, e.g. one outside of the corporate network:

Open Salesforce Setup, type Profiles in the Quick Find box and select Profiles
Expand relevant Profile’s settings by clicking on its name
On the Profile settings page, click Login IP Ranges to check and adjust the restrictions

If that does not help, also try changing Connected Apps restrictions to Relaxed:

By default, IP Relaxation is set to “Enforce IP restrictions” for any Connected Apps, this prevents RGES usage from unexpected IPs. To set “Relax IP restrictions”:

Open Sale

Question 6

PipeLaunch Credit Check Installation Guide

Accepted Answer

Download the quick installation guide here: https://drive.google.com/file/d/10crQQcbl45rgurNBDPsLtzTly9XpKXoX/view?usp=sharing

Install from AppExchange: https://appexchange.salesforce.com/appxListingDetail?listingId=a0N4V00000HwgUkUAJ

Click Manage Assignments and add the users that should be able to Order and Edit/Delete reports All the other users that should only have access to view (read) the Credit Reports, should have assigned the permission set called “PipeLaunch Credit Report: View Reports”

Create a new Named Credential for each Provider that you had subscribed. Please follow these instructions strictly, the input values need to match exactly with the names defined bellow (tip: copy and paste)

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