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 readersAccess 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 readersReinstall 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 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.Few 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 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 datPopularExtract 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 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 PipeLaunch Settings Open the Chrome Extension section and select General Settings Enter the Salesforce Flow API name and click SaveFew readersPredefined 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 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 reFew readersCreating 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 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: Steps: Navigate to Setup: Login to Salesforce and navigate to the Setup menu. Access Object Manager: Under Customize, click Object Manager.Few readers