Troubleshooting
Connecting
Section titled “Connecting”“Can’t reach Salesforce.” after signing in.
Almost always the org’s CORS setup, not your internet connection. The login window worked, and then the org blocked the last step of the sign-in. An admin needs to turn on Enable CORS for OAuth endpoints in Setup, under CORS, and confirm https://office.sliick.com is in the Allowed Origins List. See Step 2 of the org setup.
The sign-in window opens and then closes, or I cannot connect.
Check the org URL in Settings: it must be your My Domain address, starting with https://. If you pasted a consumer key under Advanced, it must be the one your admin sent for this org, because a sandbox and a production org have different keys. Or clear it to use the packaged app. If that all looks right, ask your admin to check the org setup.
“invalid_client: invalid client credentials.” This only happens with a consumer key pasted under Advanced: that External Client App has one of its Require secret… boxes turned on. Both must be off, because the add-in holds no secret. See using your org’s own External Client App, or clear the field to use the packaged app.
“ip restricted by app developer.” The app is enforcing IP restrictions and you are not on an allowed address. Your admin sets IP Relaxation to Relax IP restrictions on the app. See reviewing the app’s policies.
My sign-in is refused even though the setup is done. If the app’s Permitted Users policy is Admin approved users are pre-authorized, your admin also has to assign you a permission set or profile on that app.
Building and saving
Section titled “Building and saving”The Template Builder button is not on the ribbon. The add-in is not installed for your account. Install it from Home, then Add-ins (search for Sliick Docs), or ask your admin to deploy it.
A field I expect is not in the list. You may not have permission to see it in Salesforce, or you are on the wrong base object. Switch the object selector on the Build tab, or ask your admin about field access.
Save is refused with a permissions message.
You have been assigned Sliick Docs User, which can generate documents but not save templates. Ask your admin for Sliick Docs Template Author.
Save says the template is invalid. One or more tags did not match. Read the per-tag status in the save results on the Save tab, fix the Unresolved ones in the document, and save again. See Check and save.
My table shows only one row in the output. Make sure the repeating fields sit inside a row inserted from Related lists. A table typed by hand without the loop tags does not repeat.
Generating
Section titled “Generating”Generate is not available. You are in demo mode, and generating needs a live connection. Once connected, go to the Save tab and pick a template under Save to, or save a new one. The Generate a document section then appears.
The generated document does not show my latest edits. Generate uses the version saved in Salesforce. Save first, then generate.
Asking for help
Section titled “Asking for help”When you contact support, include the build number from the pane’s footer (for example build 162), which is also shown under Diagnostics in Settings. It identifies exactly which version of the add-in you are running.