Overview
When leveraging the LinkSquares Finalize integration in Salesforce, users may encounter errors that block their workflows. This article outlines common Salesforce Finalize errors users may experience and, if applicable, their solutions.
Process
Common Salesforce Finalize errors include:
- Invalid User Credentials
- String Length Exceeds Character Limit
- Inaccessible Agreements
- Invalid Permission Sets
Invalid User Credentials
The following message indicates that the user’s 18-character Salesforce ID is not connected to the organization’s LinkSquares Finalize instance.
Error: Unexpected exception: ["error": "Invalid user's credentials"]
- Contact your Salesforce Administrator for your 18-character Salesforce ID.
- Provide the 18-character Salesforce ID to your Finalize Administrator so they can update your user profile within LinkSquares settings.
- If you are a Finalize Administrator, to learn more about updating the 18-character Salesforce ID within LinkSquares Settings, reference our article on Managing Users.
String Length Exceeds Character Limit
The following message indicates that the agreement file size exceeds the Salesforce API file size upload limit of 4 MB.
Error: Unexpected exception: String length exceeds maximum: 6000000
- To create an agreement in Salesforce using this file, the file must be compressed to less than 4 MB.
- Alternatively, the agreement can be created within the Finalize web app using the uncompressed file.
Inaccessible Agreements
The following message indicates that you do not have access to the selected agreement. This message may impact Salesforce Drafters, who are able to see all agreements drafted from Salesforce Finalize on the Finalize Agreements page but can only access the Finalize agreement record for the agreements they own or are a collaborator on.
The fields on the Finalize agreement record for an agreement that a user does not have access to will appear blank, accompanied by the following error message.
Error: Finalize API Error: User with ID ‘{user_id}’ has no access to Agreement with ID ‘{agreement_id}’
- If the user needs access to the agreement, they can be added as a collaborator via the Activity tab. Otherwise, users can navigate back to the Finalize Agreements page and select a different agreement.
Invalid Permission Sets
The following message on the Salesforce Finalize lightning components indicates that you do not have the Finalize permission set provisioned to you.
Please contact your system administrator for access to LinkSquares Finalize.
- Without the Finalize permission set, users cannot view and draft agreements from available templates or view existing Finalize agreements on a given object.
- Additionally, if a user without the Finalize Admin permission set attempts to access a feature only available to administrators (e.g., the Template Configuration tab), they may encounter the following error.
Finalize Admin permission set is not assigned to the current user!
- Contact your Salesforce Administrator to request that the Finalize and/or Finalize Admin permission set be provisioned to you.