1. Connection Fails During Authorization
After clicking Connect, you're redirected to Salesforce, but the connection doesn't complete successfully. An error message appears when you return to Data Room CRM.
Solutions
Check your Salesforce permissions:
You need administrator or appropriate user permissions in Salesforce
Contact your Salesforce admin if you're unsure about your permission level
Verify that API access is enabled for your Salesforce user account
Verify your Salesforce account type:
Ensure you're connecting to the correct Salesforce instance (Production vs. Sandbox)
If using a Sandbox, make sure you're selecting the right environment during login
browser troubleshooting:
Log out of Salesforce completely in your browser
Clear your browser cache and cookies
Return to the Data Room CRM and try connecting again
Make sure you're logging into the correct Salesforce organization
2. Browser Redirects to Blank Page
After authorizing in Salesforce, you see a blank page instead of returning to Data Room CRM.
Solutions
Enable pop-ups:
Check if your browser is blocking pop-ups or redirects
Add Data Room CRM to your browser's allowed sites list
Temporarily disable browser extensions that might interfere (ad blockers, privacy tools)
Check your browser:
Use a modern, updated browser (Chrome, Firefox, Safari, or Edge)
Avoid using private/incognito mode during the connection process
Try a different browser if the issue persists
Manual return:
If stuck on a blank page, manually navigate back to Data Room CRM
Go to the CRM tab in Data Container Setup
Try the connection process again
3. "Already Connected" Error
You receive an error stating that the account is already connected, but it is not listed in your connections.
Solutions
Refresh your connection list:
Refresh your browser page
Navigate away from the CRM tab and return to it
Check if the connection now appears
Clear the stuck connection:
Contact support with your Salesforce organization ID
Our team will clear the connection on our end
Try connecting again after confirmation
4. Data Not Syncing After Connection
The connection appears to be successful, but you don't see Salesforce data appearing in the Data Room CRM.
Solutions
Allow time for initial sync:
First-time sync can take 15-30 minutes, depending on data volume
Large datasets may take several hours
Check back later before assuming there's a problem
Verify data exists in Salesforce:
Confirm you have customer or lead records in Salesforce
Check that the records you're looking for meet any filtering criteria
Ensure records aren't restricted by Salesforce sharing settings
Check sync status:
Go to the CRM tab in Data Container Setup
Look for sync status indicators on the Salesforce card
Note any error messages or warnings displayed
5. "Invalid Grant" or "Session Expired" Error
Problem
You may encounter errors related to invalid grants, expired sessions, or authentication failures.
Solutions
Reconnect your account:
Click Disconnect on the Salesforce card
Wait for confirmation of disconnection
Click Connect to establish a fresh connection
Complete the authorization process again
Check Salesforce session settings:
Your Salesforce admin may have strict session timeout policies
Ask your admin to review session security settings if this happens repeatedly
6. Cannot Disconnect Account
Problem
Clicking Disconnect doesn't remove the connection, or you see an error message.
Solutions
Retry the disconnection:
Refresh the page
Try clicking Disconnect again
Wait a few moments for the system to process
If still connected:
Clear your browser cache
Log out of Data Room CRM and log back in
Try disconnecting again
Manual disconnection:
Contact support if the above steps don't work
Provide your account email and Salesforce organization name
Support will manually remove the connection
7. Multiple Accounts Not Appearing
Problem
You've connected multiple Salesforce accounts, but only one shows up or the count is incorrect.
Solutions
Refresh the integration list:
Refresh your browser
Navigate to a different page and back to CRM tab
Check if all accounts now appear
Verify each connection:
Each Salesforce account needs separate authorization
Make sure you completed the authorization process for each account
Check that you didn't accidentally connect the same account twice
8. Some Error Messages you might face
"Authorization failed"
You didn't complete the permission approval in Salesforce
Click Connect and make sure to click "Allow" in Salesforce
"Connection timeout"
Network connectivity issue, or Salesforce was slow to respond
Check your internet connection and try again
"Insufficient permissions"
Your Salesforce user account lacks the required permissions
Contact your Salesforce administrator for access
"Invalid credentials"
Wrong username or password entered in Salesforce
Try logging into Salesforce directly first to verify your credentials
"API limit reached"
Your Salesforce organization has reached its daily API call limit
Wait 24 hours or contact your Salesforce admin to increase limits
Still Need Help?
If you've tried these solutions and still can't connect:
Contact our support team with:
Screenshot of any error messages
Your Salesforce edition (Professional, Enterprise, etc.)
Steps you've already tried
Your Data Room CRM account email