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SFDO-Community / declarative-lookup-rollup-summaries

Declarative Lookup Rollup Summaries (DLRS) is a community built and maintained Salesforce application that allows you to create cross object roll-ups declaratively - no code! For install instructions and documentation, visit our website https://sfdo-community-sprints.github.io/DLRS-Documentation/
https://sfdo-community-sprints.github.io/DLRS-Documentation/
BSD 3-Clause "New" or "Revised" License
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Salesforce Metadata API connection failure, click the link below to configure #993

Closed nickdelf closed 3 years ago

nickdelf commented 4 years ago

Hello, I have just installed your app, but when clicking the tab: Manage Lookup rollup summaries, I encounter this error:Salesforce Metadata API connection failure, click the link below to configure. I have read other posts here and saw a suggestion that a custom domain may be causing the problem. We use a custom domain (our company URL), but I don't see how I can change his to test.

I also note that when trying to create/update a remote site setting from your welcome tab, does not work. I was able to create one manually ion salesforce, but don't know which site to use (the one I used I took from the post I was reading, but this may be specific to the user in the post).

I am using 'professional' Salesforce and plan to select process builder to avoid Apex.

Any help/guidance would be much appreciated. thanks

nickdelf commented 4 years ago

I re-read the message on the welcome page and used what I think is the correct URL for the remote site setting - but this didn't help

Screenshot 2020-11-05 at 15 39 18

vcutler commented 4 years ago

We have a custom domain, too, and I'm also getting this error.

nickdelf commented 4 years ago

My issue resulted from the fact I did not have API access enabled. When I got access it worked fine.

On Wed, 18 Nov 2020 at 18:35, vcutler notifications@github.com wrote:

We have a custom domain, too, and I'm also getting this error.

— You are receiving this because you authored the thread. Reply to this email directly, view it on GitHub https://github.com/afawcett/declarative-lookup-rollup-summaries/issues/993#issuecomment-729836268, or unsubscribe https://github.com/notifications/unsubscribe-auth/ARUT52NGIASCUZNI6VZKI73SQQAX5ANCNFSM4TLN5DIQ .

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Nick Delf Managing Director

KPG Capital Partners 2078 Prospector Avenue, Unit 11 Park City, UT 84060

Mobile (US) +1 347 778 1032 Mobile (France): +33 6 42 45 57 15 Direct (US): +1 (650) 758 0001 Office (US): +1 212 588 8889

The representative is registered with KPG Capital Partners, LLC ("KPG"), a placement agent registered as a broker-dealer with the SEC. KPG is also a FINRA and NFA member.

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This e-mail communication is intended only for the addressee(s) named above and any others who have been specifically authorized to receive it and may contain information that is privileged, confidential or otherwise protected from disclosure. Please refer to  www.kpgcapitalpartners.com/email-disclosures https://www.kpgcapitalpartners.com/email-disclosures/ for important disclosures regarding this electronic communication, including information if you are not the intended recipient of this communication.

vcutler commented 4 years ago

@nickdelf Oh, how do I do that?

nickdelf commented 4 years ago

Call Salesforce was how I got it done

On Wed, 18 Nov 2020 at 20:22, vcutler notifications@github.com wrote:

@nickdelf https://github.com/nickdelf Oh, how do I do that?

— You are receiving this because you were mentioned. Reply to this email directly, view it on GitHub https://github.com/afawcett/declarative-lookup-rollup-summaries/issues/993#issuecomment-729899988, or unsubscribe https://github.com/notifications/unsubscribe-auth/ARUT52JJC5Q2EI4QXWC6DODSQQNG5ANCNFSM4TLN5DIQ .

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Nick Delf Managing Director

KPG Capital Partners 2078 Prospector Avenue, Unit 11 Park City, UT 84060

Mobile (US) +1 347 778 1032 Mobile (France): +33 6 42 45 57 15 Direct (US): +1 (650) 758 0001 Office (US): +1 212 588 8889

The representative is registered with KPG Capital Partners, LLC ("KPG"), a placement agent registered as a broker-dealer with the SEC. KPG is also a FINRA and NFA member.

--

This e-mail communication is intended only for the addressee(s) named above and any others who have been specifically authorized to receive it and may contain information that is privileged, confidential or otherwise protected from disclosure. Please refer to  www.kpgcapitalpartners.com/email-disclosures https://www.kpgcapitalpartners.com/email-disclosures/ for important disclosures regarding this electronic communication, including information if you are not the intended recipient of this communication.

afawcett commented 3 years ago

@nickdelf your first attempt is the correct fix - sounds like you may also have not had API access on your profile as well. I will make sure the page is updated to add a note to check this as well.

afawcett commented 3 years ago

Improved this experience and new Wiki page - see v2.13 release notes here https://github.com/afawcett/declarative-lookup-rollup-summaries#packaged-release-history