Salesforce connector stopped syncing

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Brindlecote Insurance Brokers: documents · Salesforce connector stopped syncing

Toby reported the Salesforce connector stopped syncing new deals a week ago. Olivia found no successful syncs for a while and asked about API key rotation and recent changes.

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Current to 11 Oct 26

Toby reported the Salesforce connector stopped syncing new deals a week ago. Olivia found no successful syncs for a while and asked about API key rotation and recent changes.

Problem: Salesforce connector inactive for several days, leaving deal data stale. Handling: Olivia identified the connector is in place but has not synced, and requested diagnostic information (API key status, recent CRM changes). Watch: Ticket remains pending; root cause not yet confirmed. Risk of continued data staleness if API or permission issue not resolved quickly.

AI · claude-haiku-4-5-20251001 · 11 Oct 2026

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Details

Updated 9 Oct 26

Prioritylow

Statuspending

Categoryconnector_sync

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First response (min)410

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created · Toby Underwood 2 Oct 2026 09:06
Our Salesforce connector seems to have stopped syncing. I haven't seen any new deals come through since last week. Can you check what's happening?
public_reply · Olivia Grant 2 Oct 2026 15:56
Hi Toby, I can see the connector is in place but there hasn't been a successful sync for a while. I need to check a couple of things on your side, can you confirm that your Salesforce API key is still active and hasn't been rotated? Also, let me know if anything changed in Salesforce recently.

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BB-Demo is a fictional company; every organisation and person here is invented. B-Brain is the tool. Built by site/build_site.py from the site tree, data as of Fri 9 Oct 2026. Help & Support

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B-Brain 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 brain 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 Brain in the header. Type a question, or pick one of the examples.

Search the brain finds the organisations, people, calls, emails, tickets, documents and news that match your words, with links to their pages.
Ask Claude copies your question and opens the B-Brain Claude Project, where Claude answers from the same data using the B-Brain tools and cites the pages it used.

The site itself does not call an AI model; answers in Claude come from the same figures you see here.

What the data covers

Data	Records
Organisations	75
People at customers	290
BB-Demo staff	40
Calls	784
Email threads	1,169
Support tickets	449
Documents	477
Deals	117
Invoices	101
Events	49
News items	56

Data as of Fri 9 Oct 2026. Text marked AI was written by the brain 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.

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

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Email support@b-brain.example or talk to your B-Brain account team. Tell us the page address and what looked wrong; a screenshot helps.

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