Docs/Troubleshooting/Common Issues

Common Issues

Fixes for connection, metadata sync, and chat problems.

Connection issues

"SF Connected" shows red or disconnected.

  1. Check your Salesforce session hasn't expired.
  2. Verify the OAuth configuration in Salesforce.
  3. Re-authenticate through Dashboard → Connections.
  4. Check network connectivity.

Metadata sync issues

Sync fails or shows 0 components.

  1. Verify the Salesforce connection is active (green indicator).
  2. Try running a new sync.
  3. Check the user's permissions in Salesforce (API access is required).
  4. Contact support if it persists.

Sync is stuck "Loading in progress."

  1. Wait 5 minutes — large orgs take time.
  2. Refresh the page and check the Metadata tab.
  3. Start a new sync (the previous one may have timed out).

Chat issues

AI says "No metadata loaded."

  1. Go to Dashboard → Metadata.
  2. Check the sync completed successfully.
  3. Run a sync if the count is 0.
  4. Refresh the chat page.

Generic responses. Make sure metadata is loaded, be more specific, and reference component names directly.

MCP issues

See the MCP setup guide — its troubleshooting section covers "no tools found", keys, and trials.