Troubleshooting

• Update to the latest Browser Extension version

  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 ManSome readers

• Access Authorization Troubleshooting: Salesforce OAuth error

  The essence of the issue: after clicking on the “Connect to Salesforce” a Salesforce OAuth error OAUTHAPPROVALERRORGENERIC occurs: It only happens if API use is enabled for the user in Salesforce. The issue’s cause: the OAUTHAPPROVALERRORGENERIC error may occur on user logon if the user’s Profile in SFew readers

• Reinstall the Browser Extension

  Open your browser and click the Extensions button (puzzle piece icon🧩) right of the address bar. Search for PipeLaunch on the list. Click on the 3 dots button ⋮ Click on Remove from Chrome Visit https://chromewebstore.google.com/detail/cadapjildilfaacohgaimaoibhhlognp Click on the button Add to ChromeFew readers

• Error: API is not enabled for this organization

  Salesforce REST API access is required for PipeLaunch Chrome Extension to be able to connect and communicate with your Salesforce instance securely. If you receive this error, this means that your Salesforce org doesn't currently have API access, or the API access has been disabled for your user profile. You can contact Salesforce support to see if it's possible to include the Salesforce API as an add-on package to your Salesforce Edition.Few readers

• Firewall Settings for Salesforce Login and Browser Extension Usage

  This article explains the firewall configurations you need to allow login to Salesforce and use our Browser extension. Overview and glossary Authentication: We use the standard Salesforce OAuth2 process for secure login. Main API: Core functionalities rely on our main API. External Services: We utilize external services for communication, analytics, and error tracking. Salesforce OAuth2 Standard Salesforce OAuth2 login process (exact URLs may vary depending oFew readers

Setup

• Installation Guide

  Go to: https://chromewebstore.google.com/detail/cadapjildilfaacohgaimaoibhhlognp Click on "Add to Chrome" (blue button) A new tab is automatically open after the installation Login with your Salesforce credentialsFew readers

• Field Mapping for LinkedIn Message Log In Chrome Extension

  Open your PipeLaunch Chrome Extension Click on the Settings icon in the Chrome Extension In the left part of the window- navigate to Field Mapping-->LinkedIn Message Log You can override the fields and perform field mapping according to your field values. Feel free to contact us at support@pipelauFew readers

User Guides

• Download a PDF CV from LinkedIn

  Go to the profile on LinkedIn. Open the Chrome Extension If the record does not exist in Salesforce make sure you create a Contact or a Lead Click on the 3 dots button ⋮ Click on Save PDF Two types of CV generation: 1. Default LinkedIn CV By choosing the first option, you can generate a default LinkedIn CV. Data Generation: Generated by reading the LinkedIn datPopular

• Extract LinkedIn Messages to Salesforce

  Find a message on LinkedIn you would like to extract. Press on the Salesforce button on the chat. Extract LinkedIn Message to Salesforce using PipeLaunch Preview what is stored in Salesforce and make any adjustments. Message Extraction from LinkedIn to Salesforce The messages should now be in Salesforce unFew readers

• Message Templates for LinkedIn

  This is how you can user PipeLaunch to create Templates for LinkedIn messages Open the Chrome Extension, click on your Salesforce user icon on the Chrome Extension Click on Settings Create Templates Select your tFew readers

• Automatically run a Salesforce flow when a LinkedIn PDF resume is uploaded

  Go to PipeLaunch Settings Open the Chrome Extension section and select General Settings Enter the Salesforce Flow API name and click SaveFew readers

• Predefined Field Values

  Predefined Field Values are a feature in Salesforce that allows you to automatically populate fields with predefined values when creating or editing records. This can save time and ensure data consistency across your organization. To set up Predefined Field Values, you need to follow these steps: Navigate to the Object Manager in Setup and select the object that contains the field you want to predefine. Click Buttons, Links, and Actions and then click the New Action. SelectFew readers

• Creating the Job Opening Unique ID Custom Field in Salesforce

  This custom field is crucial as it ensures PipeLaunch can accurately identify job openings and avoids creating duplicates. Here's how to create this field: Steps: Navigate to Setup: Login to Salesforce and navigate to the Setup menu. Access Object Manager: Under Customize, clickFew readers

• Automate your custom workflow by automatic executing a flow when a record is created or updated

  This article will guide you through the steps on how to use a feature that allows you to run a flow after a record creation/update. This feature is especially useful when you have a custom workflow to automate. One common scenario is when you have a related object to the contact object and you want to prefill the values after a contact is created. We'll use this as an example to demonstrate how to write this object after a contact is created. Requirements Example of the Custom object reFew readers

• Creating the Job URL Custom Field in Salesforce

  This custom field helps PipeLaunch toaccurately identify job openings and avoids creating duplicates. Here's how to create this field: Steps: Navigate to Setup: Login to Salesforce and navigate to the Setup menu. Access Object Manager: Under Customize, click Object Manager.Few readers

• Change the Object being used for Job Leads or Tasks whilst using the Chrome Extension

  This feature allows administrators to customize which Salesforce objects and fields are used for different scenarios when saving data. Examples Job Opening: Map fields to a custom object in your ATS (e.g. the "Job Lead" object) LinkedIn Message: use the "Opportunity" object instead of the "Task" object when saving a LinkedIn message. Steps to Customize Open the Chrome Extension Settings by clicking on the gear box icon ⚙️ Select "Field Mapping" from the settings mFew readers

• How to save Job Openings or Job Leads from any website

  PipeLaunch allows you to save job openings and leads directly to Salesforce from any website. This guide will walk you through the process of using PipeLaunch efficiently. Navigate to a job posting on one of the supported websites. Review the extracted job information Click "Save" to store the job lead inFew readers

• Update your Salesforce Information (record types, layouts, custom fields, etc.)

  To ensure that your PipeLaunch Browser Extension remains up-to-date and functions optimally, it’s important to sync your org metadata information whenever key changes are made. Here's a simple guide on how to do this: Steps to Sync Org Metadata: Go to the Profile Menu: From within the app, click on your profile icon, typically located in the top-right corner of the interface. Click on "Sync Org" Button: In the dropdown menu, you’ll see the option labeled "Sync OrFew readers

Security

• Browser Extension Permissions and Privacy

  Permissions Once you install the Extension we request the following permissions: tabs Allows us temporary access to the currently active tab when the user invokes the extension. We use this to operate almost everything PipeLaunch enables you to do. We only use this permission on specific and relevant websites. storage Allows us to store, retrieve, and track changes to user data. We use it to store your basic settings. system.display This is needed to place login windFew readers

• Browser Extension login error: invalid_grant

  Use case: You are trying to login and you receive the following error message: Error toast "invalidgrant" What causes the Salesforce IP restricted error? This Salesforce OAuth error can happen because of a trusted IP range policy that is in place for your Connected App. Resolution First, you can try relaxing your Connected App’s IP policy. On your Salesforce account, go to Apps → Connected ApFew readers

• Logging into the Chrome Extension

  To login to the Chrome Extension, first install the Chrome Extension app by using this installation link. On the first login the following screen will be visible. If logging into production, keep the selection and once the terms and conditions have been checked, click on Log in to Salesforce. On the loFew readers