Salesforce connector not syncing data

Ticketclosed

Fenmoor Specialty Underwriting · Salesforce connector not syncing data

The Salesforce connector stopped syncing submissions data due to an expired API key. Bethan Lister resolved it by validating a new key from the customer's vault and restarted the sync.

Priority normal

made from

What happened

What this says

As at Fri 9 Oct 2026

The Salesforce connector stopped syncing submissions data due to an expired API key. Bethan Lister resolved it by validating a new key from the customer's vault and restarted the sync.

Problem: The Salesforce connector failed to authenticate and stopped loading submissions data, affecting daily capacity-provider reporting. Handling: Bethan checked the logs and found the stored API key had expired. She validated a new key from the customer's vault and restarted the refresh, confirming the sync was running within two hours. First response took 252 minutes. Watch: Ensure submissions data catches up from the sync pause.

AI · claude-haiku-4-5-20251001 · as at Fri 9 Oct 2026

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Details

Updated 9 Oct 26

Prioritynormal

Statusclosed

Categoryconnector_sync

Channelchat

First response (min)252

CSAT1

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created · Callum Reid 3 Dec 2025 11:24
The Salesforce connector has stopped loading. Our submission records in the brain aren't updating – we haven't had fresh data in a couple of days now. I've checked and Salesforce itself is working fine on our end. This is affecting all the submission records and we need current data for the capacity provider queries.
Public reply · Callum Reid 3 Dec 2025 13:46
Just to add – it's pretty urgent. The capacity providers are asking for oversight and we can't give them anything without current submission data. By when can you get this sorted?
Public reply · Bethan Lister 3 Dec 2025 14:44
Hi Callum, I've just picked this up. The logs show the Salesforce connector failed to authenticate yesterday morning. Can you check on your end – have the API permissions changed recently, or has anyone reset the connector credentials? I also need to confirm which email address the connector uses. Thanks, Bethan
Public reply · Bethan Lister 3 Dec 2025 15:36
I think I've found it – the stored API key expired yesterday. I've kicked off a refresh with a new key from your vault. It's syncing now. Can you check in ten minutes and let me know if the submission data is coming through again? Thanks, Bethan
Status change · Bethan Lister 12 Dec 2025 11:37
Status change · 16 Dec 2025 23:59

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BG-Demo is a fictional company; every organisation and person here is invented. B-Glass is the tool. Data as of Fri 9 Oct 2026. Help & Support

Help & Support

Open as a page

Help & Support

B-Glass 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 site 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 B (the speech bubble) in the header, or open the Ask B page. Type a question, or pick one of the suggestions.

Ask B sends your question to Claude through the B-Glass connector. Claude answers from the same records as these pages, read-only, and links each claim to its source page.
Find (the box in the header) finds the organisations, people, calls, emails, tickets, documents and news that match your words, with links to their pages.
The same connector works in Claude Desktop or the B-Glass Claude Project, with the same answers and sources.

What the data covers

Data	Records
Organisations	225
People at customers	862
BG-Demo staff records (in post and leavers)	58
Calls	1,995
Email threads	3,013
Support tickets	1,159
Documents	1,218
Deals	315
Invoices	285
Events	49
News items	119

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

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

Who to contact

Email info@b-glass.uk or talk to your B-Glass account team. Tell us the page address and what looked wrong; a screenshot helps.

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