When setting up Sales Cloud Einstein features, several important steps occur behind the scenes. If one of the steps isn’t successful, one or more features can’t be enabled. There are several ways to troubleshoot setup issues.
Required Editions
| Available in: Lightning Experience and Salesforce Classic. |
| Available with Sales Cloud Einstein, which is available for an extra cost in: Enterprise, Performance, and Unlimited Editions |
If you still have issues after following the troubleshooting steps, contact Salesforce Customer Support.
Verify the Integration User Profile Details
Sales Cloud Einstein creates an integration user and assigns it an integration user profile. We updated the names of the integration user, profile, and connected app. If you purchased Sales Cloud Einstein before April 15, 2019, the old and updated names are listed in your org. When troubleshooting setup issues, refer only to the updated names and IP addresses.
| Integration User Name | Integration User Profile Name | Connected App |
|---|---|---|
| Sales Insights Integration | Sales Insights Integration User | OIQ_Integration |
| Supported IP Addresses | |
|---|---|
|
35.155.249.183 35.160.107.125 35.163.185.97 35.163.211.82 35.163.248.132 35.164.15.153 35.164.61.92 35.165.218.130 44.224.239.117 44.224.5.68 44.225.115.174 44.225.191.69 100.21.158.232 |
44.225.239.10 44.225.27.211 44.226.10.160 44.226.28.151 44.226.81.25 52.26.247.68 52.40.129.165 52.40.253.214 54.148.110.202 54.200.204.60 54.214.184.254 54.69.64.221 100.21.112.198 |
Confirm that the integration user profile:
- Is assigned to the integration user.
- Has read access to the relevant objects and fields. For example, for Einstein Lead Scoring to determine which fields are important to your lead conversion patterns, the integration profile needs access to all lead fields.
- Has a supported login IP addresses assigned. See table.
- Has access to the connected app. Here’s how to check access.
- From Setup, enter Profiles in the Quick Find box, and then select Profiles.
- Click the Sales Insights Integration User profile.
- From the Connected App Access section, confirm that the profile has access to the OIQ_Integration connected app.
Verify the Connected App Details
Sales Cloud Einstein features use a connected app to create a secure connection between Salesforce data and our sales intelligence infrastructure.
- Confirm that the app is installed.
- From Setup, enter Installed Packages in the Quick Find box.
- Confirm that the Sales Insights package is listed under Installed Packages.
- If you don’t see the package in the list, download it from the Salesforce App Installation page.
- Confirm that the connected app has the correct OAuth policy and user profile assigned.
- From Setup, enter Connected Apps in the Quick Find box, and then click Manage Connected Apps.
- Click the OIQ_Integration app.
- From the OAuth Policies section, confirm that the Permitted Users field is set to Admin approved users are pre-authorized.
- From the Profiles related list, confirm that the Sales Insights Integration User profile is assigned.