The “Integration Status” appears under the gear menu if your account has either the Salesforce Integration or the Integration Dashboard feature turned on. Users will have enhanced visibility into the status of integration actions. This feature allows users to easily see successes, failures, and error messages, as well as providing a mechanism for resolving errors.
1. Click on the gear menu located in the upper right corner and then click on "Integration Status".
2. The integration status dashboard will provide more detailed information about the integration action taken including any errors.
3. Click on the blue project link to open the project. The integration status icon, will show a status or an error message. Clicking on "View" will take you back to the Integration Status Dashboard.
- Success Icon:
- Status: A done status signifies that a push was completed successfully.
- Error Icon:
4. In the project list view each project that had an integration action taken will display an icon indicating the status of that integration.
- Success Icon: Hovering over the status will display icon that indicates that the integration action was successful.
- Error Icon: Indicates that there was an error during the integration action
- Error Tooltip: Hovering over the error icon will display a tooltip showing the specific error message:
5. Clicking on the integration status icon will direct the user to the integration status list view, where they can see more detailed information about the integration action taken.
6. Error Resolution: If users encounter an error message (e.g., a required field is not filled in), they can take corrective actions such as:
- Filling in the missing field.
- Retriggering the integration.
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