> ## Documentation Index
> Fetch the complete documentation index at: https://docs.superjoin.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Frequently faced issues during Salesforce Connect

<AccordionGroup>
  <Accordion title="#1 You don't have access to the report.">
    <Frame>
      <img src="https://mintcdn.com/superjoin/ZxJLQet0XJWypOF3/images/salesforce/common-issues/sf-report-perms.png?fit=max&auto=format&n=ZxJLQet0XJWypOF3&q=85&s=20f4dc5662900e60df1f069125ab08fc" width="2700" height="1484" data-path="images/salesforce/common-issues/sf-report-perms.png" />
    </Frame>

    ## Solution

    <Steps>
      <Step title="Verify your Salesforce Permissions">
        If you believe that you have the right permissions on your user account to access report, you can verify the access to the report on the Salesforce Dashboard.

        #### Follow the next steps if you encounter the same error.
      </Step>

      <Step title="Log into your Salesforce account">
        On a new web browser tab, navigate to your Salesforce account. Make sure to select the same account that you are using in Superjoin. Navigate to **Reports** Tab.

        Locate the report you want to access and click on it.

        <Note>
          If you are not sure which report to access, you can try the following:

          * Switch to `All Reports` sections
          * Check the report name and description
          * Contact your Salesforce administrator for help
        </Note>

        <Frame>
          <img src="https://mintcdn.com/superjoin/ZxJLQet0XJWypOF3/images/salesforce/common-issues/solutions/solution-1-0.png?fit=max&auto=format&n=ZxJLQet0XJWypOF3&q=85&s=09f5b9105627dcdc1f2976f77afdcf3b" width="3360" height="1714" data-path="images/salesforce/common-issues/solutions/solution-1-0.png" />
        </Frame>
      </Step>

      <Step title="Try to view the report">
        Click on the report you were trying to access. In case you get an error, you will have to contact your Salesforce administrator for help.

        <Frame>
          <img src="https://mintcdn.com/superjoin/ZxJLQet0XJWypOF3/images/salesforce/common-issues/solutions/solution-1-1.png?fit=max&auto=format&n=ZxJLQet0XJWypOF3&q=85&s=28191da835445103998e813142e1a3c0" width="3360" height="1792" data-path="images/salesforce/common-issues/solutions/solution-1-1.png" />
        </Frame>
      </Step>

      <Step title="Contact Support">
        If you are still facing the same issue, reach out to [support@superjoin.ai](mailto:support@superjoin.ai) and we will help you.
      </Step>
    </Steps>
  </Accordion>

  <Accordion title="#2 Errors while importing data from Salesforce using SOQL">
    <Frame>
      <img src="https://mintcdn.com/superjoin/ZxJLQet0XJWypOF3/images/salesforce/common-issues/wrong-query.png?fit=max&auto=format&n=ZxJLQet0XJWypOF3&q=85&s=098ee9d84ea22ea29df3ceff99e85ac3" width="2700" height="1484" data-path="images/salesforce/common-issues/wrong-query.png" />
    </Frame>

    ## Solution

    <Steps>
      <Step title="Check the SOQL you are using.">
        You can refer to the summary of the error message in the error box to understand what the potential issue is.
      </Step>

      <Step title="Use the Error Modal">
        You can click `Show More` in the error box to get more details about the error.

        <Frame>
          <img src="https://mintcdn.com/superjoin/ZxJLQet0XJWypOF3/images/salesforce/common-issues/solutions/solution-2-0.png?fit=max&auto=format&n=ZxJLQet0XJWypOF3&q=85&s=7abcd00cd9304f25e26192f572151d0c" width="2700" height="1484" data-path="images/salesforce/common-issues/solutions/solution-2-0.png" />
        </Frame>
      </Step>

      <Step title="Common SOQL Errors">
        * **Invalid SOQL Query**: Your query syntax is incorrect. Check:
          * Query structure
          * Field names
          * Object references
          * Aggregations
          * Filter conditions

        * **Invalid Field Name**: The field doesn't exist in the object. Verify:
          * Field spelling
          * Field availability
          * API name vs. label

        * **Invalid Aggregation**: Your aggregation is incorrect. Ensure:
          * Proper aggregation syntax
          * Correct field types
          * Valid object relationships

        * **Invalid Filter Condition**: Your WHERE clause has issues. Check:
          * Operator usage
          * Value formatting
          * Date formats
          * Null handling
      </Step>

      <Step title="Reach Out for Support">
        Not sure what to do next? Reach out to us at [support@superjoin.ai](mailto:support@superjoin.ai). We will respond immediately.
      </Step>
    </Steps>
  </Accordion>

  <Accordion title="#3 Errors: Org Policies Preventing Report Opening">
    Your org might have policies that prevent opening of Reports - the most frequent one is **Multi-Factor Authentication**.

    ## Solution

    <Steps>
      <Step title="Disable Multi-Factor Authentication">
        Disable Multi-Factor Authentication in your Salesforce account and then try again after sometime.
      </Step>

      <Step title="Verify Organizational Permissions">
        Confirm with your Salesforce administrator about the specific policies preventing report access.
      </Step>

      <Step title="Contact Support">
        If you are still facing the same issue, reach out to [support@superjoin.ai](mailto:support@superjoin.ai) and we will help you.
      </Step>
    </Steps>
  </Accordion>

  <Accordion title="#4 Errors: Org Policies Preventing Report Export">
    Your org might have policies that prevent export of Reports. The Profile that your user account is associated with might not have the necessary permissions to export reports.

    ## Solution

    <Steps>
      <Step title="Verify Export Permissions">
        Discuss export limitations with your Salesforce administrator.
      </Step>

      <Step title="Enable Export Permissions">
        <Note>
          Enabling export permission may be done only by a Salesforce administrator.
        </Note>

        <Step title="Navigate to Setup page" stepNumber="1">
          On a new web browser tab, navigate to your Salesforce account. Navigate to **Setup** Tab found on the top-right corner.

          <Frame>
            <img src="https://mintcdn.com/superjoin/ZxJLQet0XJWypOF3/images/salesforce/common-issues/enable-export-reports/step-1.png?fit=max&auto=format&n=ZxJLQet0XJWypOF3&q=85&s=1102e8329b2c666a5bb41ce38c7e5a65" width="1950" height="542" data-path="images/salesforce/common-issues/enable-export-reports/step-1.png" />
          </Frame>
        </Step>

        <Step title="Navigate to Users page" stepNumber="2">
          Navigate the the **Users** page. You may use the search bar on the left side of the page to find the Users page.

          The option is found under **Users** in the left navigation menu. (Users > Users)

          <Frame>
            <img src="https://mintcdn.com/superjoin/ZxJLQet0XJWypOF3/images/salesforce/common-issues/enable-export-reports/step-2.png?fit=max&auto=format&n=ZxJLQet0XJWypOF3&q=85&s=800147cc9cfdb1421e52c3c0df0a8e6a" width="852" height="932" data-path="images/salesforce/common-issues/enable-export-reports/step-2.png" />
          </Frame>
        </Step>

        <Step title="Navigate to Profile page" stepNumber="3">
          Note the **Profile** of the user account you are using in Superjoin. You may click the Profile name to navigate to the Profile page.
          Here you will modify the settings for the Profile to allow export of reports.

          <Frame>
            <img src="https://mintcdn.com/superjoin/ZxJLQet0XJWypOF3/images/salesforce/common-issues/enable-export-reports/step-3.png?fit=max&auto=format&n=ZxJLQet0XJWypOF3&q=85&s=c36ea1de199bc7356a4632bff130990c" width="2798" height="1208" data-path="images/salesforce/common-issues/enable-export-reports/step-3.png" />
          </Frame>
        </Step>

        <Step title="Editing Profile" stepNumber="4">
          Click on **Edit** button to modify the settings for the Profile. and then scroll down to General User Permissions section.

          <Frame>
            <img src="https://mintcdn.com/superjoin/ZxJLQet0XJWypOF3/images/salesforce/common-issues/enable-export-reports/step-4-1.png?fit=max&auto=format&n=ZxJLQet0XJWypOF3&q=85&s=5d686c518085d2a3893fec14cbbd08c4" width="2082" height="784" data-path="images/salesforce/common-issues/enable-export-reports/step-4-1.png" />
          </Frame>

          Here enable the **Export Reports** option.

          <Frame>
            <img src="https://mintcdn.com/superjoin/ZxJLQet0XJWypOF3/images/salesforce/common-issues/enable-export-reports/step-4-2.png?fit=max&auto=format&n=ZxJLQet0XJWypOF3&q=85&s=4a2194cf1ca03053a1196cb7537ee3b7" width="2534" height="1846" data-path="images/salesforce/common-issues/enable-export-reports/step-4-2.png" />
          </Frame>

          Once done, head to the top of the page and click on **Save**. The changes should take effect shortly.

          <Note>
            In case you are not able to enable the **Export Reports** option, the profile may be a **Standard Profile**. In that case, you will have to clone the profile and make sure **Custom Profile** is enabled.

            <Frame>
              <img src="https://mintcdn.com/superjoin/ZxJLQet0XJWypOF3/images/salesforce/common-issues/enable-export-reports/step-4-3.png?fit=max&auto=format&n=ZxJLQet0XJWypOF3&q=85&s=08524326c3ecac9f1e7de4dbee92484a" width="2082" height="784" data-path="images/salesforce/common-issues/enable-export-reports/step-4-3.png" />
            </Frame>

            After that make sure to assign this profile to the same user account you are using in Superjoin.
          </Note>
        </Step>

        <Step title="Export Report" stepNumber="5">
          After following all the steps, you are ready to export the report. Head over to Superjoin and try again.
        </Step>
      </Step>

      <Step title="Contact Support">
        If you are still facing the same issue, reach out to [support@superjoin.ai](mailto:support@superjoin.ai) and we will help you.
      </Step>
    </Steps>
  </Accordion>

  <Accordion title="#5 Errors: Joined Reports Are Not Supported">
    Salesforce currently imposes limitations that prevent exporting the row-level details of joined reports. While you can export joined reports in a formatted view, detailed data exports (e.g., CSV format) are not supported . We anticipate that as Salesforce continues to enhance its reporting capabilities, full export functionality for joined reports may become available in future platform updates.

    <Note>
      <strong>How to Identify a Joined Report:</strong>
      Joined reports are created by combining multiple report types or objects into distinct blocks within a single report. To determine if a report is a joined report:

      <ul>
        <li>Open the report in Salesforce.</li>
        <li>Check the report format indicated above the report name; it will display "Joined Report" if applicable.</li>
      </ul>

      <Frame>
        <img src="https://mintcdn.com/superjoin/ZxJLQet0XJWypOF3/images/salesforce/common-issues/joined-report.png?fit=max&auto=format&n=ZxJLQet0XJWypOF3&q=85&s=71514eaad6c1273aea0d7c3861cf6596" alt="Salesforce Joined Report Example" width="1390" height="648" data-path="images/salesforce/common-issues/joined-report.png" />
      </Frame>
    </Note>
  </Accordion>
</AccordionGroup>