CRM connector out of sync

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Ashwell Mercer Interiors · CRM connector out of sync

Jamal Edwards reported that the Salesforce connector stopped pulling data, blocking project tracking. Olivia Grant identified a permissions issue and advised the customer to re-authenticate the connector.

Priority normal

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What happened

What this says

As at Fri 9 Oct 2026

Jamal Edwards reported that the Salesforce connector stopped pulling data, blocking project tracking. Olivia Grant identified a permissions issue and advised the customer to re-authenticate the connector.

Problem: Salesforce connector halted after two days with no data flow, affecting project and client pipeline visibility. Handling: Olivia identified a permissions or API settings change in the customer's Salesforce account and advised re-authentication via the brain's connectors panel, resolved within 10 days. Watch: Two different connectors (Xero and Salesforce) failing within days suggests possible system-wide auth issue or customer API rotation policy.

AI · claude-haiku-4-5-20251001 · as at Fri 9 Oct 2026

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Details

Updated 9 Oct 26

Prioritynormal

Statusclosed

Categoryconnector_sync

Channelemail

First response (min)327

CSAT5

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Trail

created · Jamal Edwards 23 Apr 2025 12:25
Our Salesforce connector has stopped pulling data. I checked the brain this morning and the latest records are from a couple of days ago, with nothing coming through since yesterday. We rely on this data for our project tracking and client pipelines so it's quite urgent. Can you check what's happening and get it back online ASAP?
Public reply · Olivia Grant 23 Apr 2025 17:52
Hi Jamal, sorry you're hitting this. I've had a look at the connector logs and I can see the sync started failing yesterday afternoon. It looks like it's a permissions issue: something may have changed with your Salesforce API settings or user permissions. The quickest way to fix this is usually to re-authenticate the connector. Can you go into the brain's connectors settings and try refreshing the Salesforce auth? That should give us a clearer error message if it doesn't work. Let me know what happens and we'll take it from there. Cheers, Olivia
Status change · Olivia Grant 29 Apr 2025 12:31
Status change · 3 May 2025 23:59

Helpdeskmade from

BG-Demo is a fictional company; every organisation and person here is invented. B-Glass is the tool. Data as of Fri 9 Oct 2026. Help & Support

Help & Support

Open as a page

Help & Support

B-Glass is one place to read everything the company knows about its customers: the CRM, calls, emails, support tickets, product usage, invoices, documents, news and HR. Every page is built from those systems and the data is current to Fri 9 Oct 2026.

How to use the site

Summary is the landing page: what happened this week, the calls just held and the calls coming up, the risks and the renewals due.
Organisations lists every customer. Open one to see its key facts, the AI assessment and next step, platform usage, the ARR journey, deals, documents, contacts and activity, and the lineage of every block.
Conversations, Commercial, People, News and Documents cut the same data by topic. System explains how the site is built and where each figure comes from.
Every card ends with a small made from link: it opens the lineage explorer focused on that card, so you can walk from the figure down to the raw rows it came from.
Use the sun and moon button at the top right to choose dark or light. Choose your device's own mode again to go back to following the device.

How to ask

Press Ask B (the speech bubble) in the header, or open the Ask B page. Type a question, or pick one of the suggestions.

Ask B sends your question to Claude through the B-Glass connector. Claude answers from the same records as these pages, read-only, and links each claim to its source page.
Find (the box in the header) finds the organisations, people, calls, emails, tickets, documents and news that match your words, with links to their pages.
The same connector works in Claude Desktop or the B-Glass Claude Project, with the same answers and sources.

What the data covers

Data	Records
Organisations	225
People at customers	862
BG-Demo staff records (in post and leavers)	58
Calls	1,995
Email threads	3,013
Support tickets	1,159
Documents	1,218
Deals	315
Invoices	285
Events	49
News items	119

Data as of Fri 9 Oct 2026. Text marked AI was written by the AI from the records listed in its made-from link; an AI output that cannot cite its evidence is refused and the previous text kept. Where two systems disagree (for example a contract and the CRM), the key facts show both values and mark the difference.

BG-Demo is a fictional company: every organisation, person and figure here is invented for this demonstration. B-Glass is the tool that reads its data.

Who to contact

Email info@b-glass.uk or talk to your B-Glass account team. Tell us the page address and what looked wrong; a screenshot helps.

Help