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Concord & Salesforce Integration: Intermittent Synchronization Issues

Permanently deleted user
  • Updated

Updated: March 7, 2022

April 1, 2022 Update 

First, install the updated version of the Concord application directly from the AppExchange within Salesforce. 

Click here for Salesforce Concord App: New Installation Instructions

If your current version of the Salesforce/Concord integration was installed via a physical installation link you may also need to uninstall old versions of the package. 

To identify if you need to uninstall any older versions:

  • In Lighting mode > Navigate to home page/set up.
  • In Quick find to search for installed packages
  • Check the prefix:
    • "concordnow" – Update directly through AppExchange
    • "concord_app" – Follow uninstall steps below before updating to the new package in the AppExchange. 

Uninstall the previous Salesforce package

  • If your account is in the Lightning mode you'll have to switch mode.
  • Click on your account logo (top right of the page) and click on Switch to Salesforce classic.
  • You'll then see the classic Salesforce theme.

 

 Deleting the unwanted data

  • Before uninstalling the new package you'll need to delete all the information linked to the previous Salesforce package from your account.
  • To do so, click on your account name in the top bar, and in the drop-down choose Developer console.
  • A console will be displayed in a new window, click on Debug and Open Execute anonymous Window.
  • On the new window, you will be able to execute a script that will erase all data blocking the uninstallation.
  • Enter this text in the console:

    •  List<Folder> folders = [SELECT Id FROM Folder WHERE DeveloperName = 'ConcordFolder']; Integer i = 0; for(Folder folder : folders) {List<Document> documents = [SELECT Id, FolderId FROM Document WHERE FolderId =: folder.Id]; delete documents;}

  • Click on Execute
  • The second console will be shut down and you will see in the first console the status of the execution of your script.
  • Close the console and go back to the Salesforce home page.
  • The last step to delete the data is to remove Concord's specific fields in the layout of your opportunities.
  • To do so, click one of the opportunities displayed on the home page.
  • Then in the opportunity click on Edit layout at the top right of the page.
  • The settings page to manage the layout of the opportunity will be displayed.
  • You will now have to remove :
  • The New document with Concord button by drag it out the custom buttons emplacement to drop it in the buttons toolbar at the top of the page
  • The Concord document category by clicking on the "-" button on top of the section.
  • Click on the Save button under the opportunity layout title to save your changes
  • All the data that could block the uninstallation are now removed.

 

Uninstalling the package

  • From the Salesforce home page, click on the Setup button at the top right.
    • If you are already in the Settings proceed to the next step.
  • On the top left, you will see a search bar.
  • Enter the word package in it and click on Installed Packages 
  • On this page, you will see the package with a button "Uninstall". Click on it.
  • On the uninstalling package page, so scroll down to the bottom of the page.
  • Click on the "Do not save a copy of this package's data after uninstall" radio button and confirm your choice by clicking OK on the pop-up displayed.
  • Check the "Yes, I want to uninstall this package and permanently delete all associated components" checkbox and click on Uninstall.
  • If the screen below is displayed, the uninstallation is now complete.
  • If you encounter the error below, go back to the "A) Deleting the unwanted data" section and re-execute the script.

 

MARCH 2022 UPDATE:

  •  Concord has fixed the current issues with the Salesforce integration with an updated package install link. This updated link is now available directly through the Salesforce AppExchange

  • Current Salesforce Users will need to reintegrate Concord and Salesforce using this link to avoid any synchronization issues due to the previous version. 

FEBRUARY 2002 UPDATE:

Regarding Salesforce's latest Spring '22 release, issues have arisen and been pinpointed by the Salesforce team regarding App Exchange and product integrations. Salesforce has made the necessary repairs to all related bugs, but these fixes produced new issues within Concord's corresponding integration package. The Concord development team has quickly identified the areas requiring attention and pivoted all efforts to patch this high-priority issue. Concord will release the updated integration, and a review from the Salesforce team will follow. All involved parties are working diligently to address the problem, and we sincerely apologize for the inconvenience this has caused. We will continue to update this article as new information becomes available.

Concord specific integration issues may Include:

  • Data Synchronization
    • Templates: Newly created automated templates may not be visible in Salesforce.
    • Active Negotiations: Contract updates may not be syncing within the 1-hour timeframe that's typically expected
    • Signed Agreements: Salesforce may not recognize when an agreement has been fully executed

There are no known workarounds. If you proceed with the new installation of Concord's package before a resolution is released from Concord, the integration may not work as expected. 

 

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