Troubleshooting
Access Authorization Troubleshooting: Salesforce OAuth error
Symptom After clicking Connect to Salesforce in the PipeLaunch Chrome Extension, Salesforce returns the following OAuth error: OAUTH_APPROVAL_ERROR_GENERIC This typically only affects users who have API access enabled in Salesforce. Users without API access usually fail earlier with a different error.PopularUpdate 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 readersReinstall the Browser Extension
Open your browser and click the Extensions button (the puzzle piece icon 🧩) to the right of the address bar. Search for PipeLaunch in the list and click the three dots button ⋮ Click Remove from Chrome Visit the PipeLaunch Extension page (contact support@pipelaunch.com if you need any assistance). Click the Add to Chrome button | Microsoft Edge Users: click on the Get buttonSome readersFirewall 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 readersError: 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. | API access cFew readersError: "Session expired or invalid" directly after login
If you encounter the error message "Session expired or invalid" immediately after logging, this guide will help you resolve it. This error typically occurs due to a mismatch in session security settings. 1. Disable the "Lock sessions to the IP address from which they originated" Setting Log in to Salesforce as a System Administrator. Navigate to Setup. In the Quick Find box, type Session Settings and select it. Locate the checkbox labeled **Lock sessionsFew readersTroubleshooting Frequent PipeLaunch Extension Logouts
If you and your team are being frequently logged out of the PipeLaunch Browser Extension, it's often due to a session setting in your Salesforce "Connected App." This policy may be set to expire the authentication token after a short period of inactivity. This change must be made by a Salesforce Administrator. How to Fix Frequent Logouts As a Salesforce Admin, you can update the refresh token policy to prevent these frequent logouts. This change will make the authentication token validFew readersWhy "Required" fields from Dynamic Forms aren't enforced in the Browser Extension
The PipeLaunch Browser Extension supports field-level required status set in two places: Field-level settings: fields marked as required in the Object Manager field definition Page Layout settings: fields marked as required on a Standard Page Layout These are both accessible through Salesforce's standard APIs, which the extension uses to determine which fields to enforce. However, Dynamic Forms (FlexiPages) are not supported. Salesforce stores Dynamic Forms field requirements iFew readersField Not Showing Up When Creating a Record
If a field you expect to see is missing when creating a new record in PipeLaunch, there are a few common reasons this can happen. Follow the steps below to troubleshoot. 1. The Field Was Recently Created in Salesforce PipeLaunch needs to sync your Salesforce org metadata to pick up new fields. If the field was just created, it may not be available yet. Solution: Trigger an org sync to pull in the latest field definitions or logout and login. | [How to sync your Salesforce org](https://hFew readers
Setup
Installation Guide
||| Admins, first-time setup: Before anyone can complete step 4, a Salesforce administrator must install the PipeLaunch connected app in your org. This is a one-time step Salesforce has required since September 2025. If a user reaches the login step and sees an authorization error, see Access Authorization Troubleshooting: Salesforce OAuth error. || The extension is an enterprise‑Some readersField 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 readersSeven20 integrations feature setup
🔍 Verifying Seven20 Features Availability: A Strategic Readiness Assessment Before embarking on any advanced operational workflows, it is critically important to verify that the Seven20 package is successfully installed and properly connected. This foundational step ensures downstream feature integrity and unlocks the full potential of your integration ecosystem.Few 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 â‹® 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 datPopularSync LinkedIn Messages to Salesforce
Find a message on LinkedIn you would like to save. Press on the Salesforce button on the chat. Preview what is stored in Salesforce and make any adjustments. The messages should now be in Salesforce undeSome readersMessage 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 readersAutomatically run a Salesforce flow when a LinkedIn PDF resume is uploaded
Go to Browser Extension Settings Select Organization Settings > Save PDF > Advanced Settings Select the Salesforce Flow API name and click Save || The process type needs to be an Autolaunched Flow. In addition, the flow should have one input parameter named "recordId" (it will be the record Id of the ContentDocument). | In case of any error hapFew readersCreating the Job Opening Unique ID Custom Field in Salesforce
his custom field is crucial as it ensures PipeLaunch can accurately identify job openings and avoids creating duplicates. Here's how to create this field: || Permissions Required: You'll need Salesforce administrator permissions to create custom fields. If you don't have these permissions, contact your Salesforce admin for assistance. Steps: Navigate to Setup: Login to Salesforce and navigate to the Setup menu. Access Object Manager: Under Customize, click **ObFew readersCreating 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: || Permissions Required: You'll need Salesforce administrator permissions to create custom fields. If you don't have these permissions, contact your Salesforce admin for assistance. Steps: Navigate to Setup: Login to Salesforce and navigate to the Setup menu. Access Object Manager: Under Customize, click Object Manager.Few readersChange 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 readersAutomate 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 relaFew readersRemove or Uninstall the deprecated Browser Extension
Having the deprecated extension installed can cause conflicts, leading to unexpected behavior and reduced performance. To ensure a smooth experience, it's essential to remove outdated or conflicting extensions. Open your browser. Click on the three-dot menu in the top-right corner. Select Extensions > Manage Extensions (or type chrome://extensions/ in the address bar andFew readersHow 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 readersUpdate your Salesforce Information (record types, layouts, custom fields, etc.)
Sync metadataFew readersPassing Dynamic Data to Your Salesforce Flow
The PipeLaunch Browser extension lets you capture data from a LinkedIn profile and your current Salesforce record, then send those values straight into a Screen Flow (or any Flow that accepts input variables). Under the hood, you use JSONPath expressions to pick exactly which fields you want. record — the Salesforce record context (all fields available in the Record Details preview) pipelaunchData — the object containing both: profileData (LinkedIn profile info)Few readersUploading Custom CVs to Seven20 via PipeLaunch - Technical Details
PipeLaunch offers a native, zero-setup integration for uploading custom CVs directly to your Seven20 environment. How It Works Seven20 requires a specific sequence of steps whenever a CV is uploaded via any method other than the built-in CV Viewer. PipeLaunch handles all of these automatically on your behalf: Step 1: Upload the ContentVersion PipeLaunch uploads the CV as a ContentVersion record with the following fields: Field Value Notes | Title | `{ContacFew readersUploading Custom CVs to TargetRecruit via PipeLaunch - Technical Details
PipeLaunch offers a native, zero-setup integration for uploading custom CVs directly to your TargetRecruit environment. Each time a CV is uploaded by PipeLaunch, we trigger the parsing automatically in your system. Fields Written to TargetRecruit Here are the exact fields we write: New record in the AVTRRT__ETCObject__c object. AVTRRT__Name__c - The default format is LastName + " Resume" **Example:Â **Smith - Resume AVTRRT__Status__c - Set to "New". This is the most importFew readersHow to View Extracted LinkedIn Messages in the Salesforce Activity Timeline
By default, PipeLaunch is designed to follow the latest Salesforce best practices regarding data cleanliness. We understand that for many organizations, the Activity Timeline is a critical view, and some clients prefer not to have it "bloated" with every single LinkedIn interaction. However, if your workflow requires these messages to be immediately visible in the Activity component, you can easily configure this by defining default values for the Task object. || Note: This guide only applFew readersHow to Configure Access to the MySolution Skills Object Structure for Recruitment Users
This guide explains how to adjust permissions so that non-admin users with the Recruitment permission set can access and manage the MySolution Skills object structure. To grant the appropriate access to the skills tree, global categories, and contact skills, you will need to adjust their object and field-level permissions. Configuration Options You have two ways to apply these permissions to your users: Create a New Permission Set: Create a dedicated "MySolution Skills Access" permissFew 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 windSome readersSalesforce DigiCert G2 Root Certificate Change
What changed? In February 2026, Salesforce updated its digital certificate infrastructure. All Salesforce certificates are now chained from the DigiCert Global Root G2. Any integration that does not trust this root certificate will fail to establish a secure connection to Salesforce. Is PipeLaunch affected? No. PipeLaunch is fully compatible with this change. No action is required on your end. Here is what we verified on our infrastructure: Outbound calls to Salesforce — ourFew readersWhy am I seeing "login from Germany" security alerts in Salesforce?
Summary PipeLaunch's main backend runs on AWS in Frankfurt, Germany (eu-central-1). When PipeLaunch makes Salesforce REST API calls on behalf of a user, Salesforce records the request as originating from our AWS IP in Germany. If your org has geo-based or IP-based login risk policies, this can trigger: "Suspicious login" email alerts to the user or admin Automatic user deactivation Blocked API calls This is expected Salesforce behavior and *not a security incident in PipeLaunchFew readers
Browser Extension login error: invalid_grant
Use case: You are trying to login and you receive the following error message: 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 readersLogging into the Chrome Extension
To login to the Chrome Extension, first install the Chrome Extension app 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 login option, please select the current use that you want to log in with. ![](https://storage.crisp.chat/users/helpdesk/website/348acba56Few readers