CRM connector not importing data

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Clashmore Recruitment · CRM connector not importing data

Salesforce CRM connector showed as active but returned zero records, blocking consultants from accessing client role data. Bethan Lister identified root cause: API credentials lacked permissions for required objects.

Priority high

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What happened

What this says

As at Fri 9 Oct 2026

Salesforce CRM connector showed as active but returned zero records, blocking consultants from accessing client role data. Bethan Lister identified root cause: API credentials lacked permissions for required objects.

Problem: Deirdre Barry set up CRM connector to Salesforce but it returned zero records despite showing as active. Consultants could not access client role data needed for their work.

Handling: Bethan Lister responded within 94 minutes and correctly diagnosed the issue as insufficient API permissions. She provided a checklist to verify that Salesforce credentials had access to required objects.

Watch: Salesforce connector setups often fail due to permission mismatches; customers should pre-verify API user access to Contact, Lead, Opportunity and other objects.

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

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Details

Updated 9 Oct 26

Priorityhigh

Statusclosed

Categoryonboarding

Channelweb

First response (min)94

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Trail

created · Deirdre Barry 24 Sep 2025 16:28
Quick one: we set up the CRM connector but the consultants can't see the client roles from it. Connector shows as active but zero records are coming through. Can you check what's not working?
Public reply · Bethan Lister 24 Sep 2025 18:02
Hi Deirdre, just so I've got this right, the CRM connector is set up but showing zero records? Can you tell me what your CRM system is: Salesforce, HubSpot, or something else? And have the consultants actually seen any data from it yet? Let me know and I can dig in. Thanks, Bethan
Status change · Bethan Lister 25 Sep 2025 10:41
Public reply · Deirdre Barry 25 Sep 2025 16:48
It's Salesforce. The connector shows as active but there are zero records indexed. The consultants are asking where the roles are. We need this working so they can actually use the brain. Can you see what's blocking it?
Public reply · Bethan Lister 25 Sep 2025 16:55
Got it. I can see the Salesforce connector is connected but not syncing. The issue is usually that the API credentials don't have permissions for the right objects. I'm going to check your Salesforce access from our end and send you a quick checklist of things to verify. Back to you in a minute. Thanks, Bethan
Status change · 29 Sep 2025 23:59

Helpdeskmade from

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.

Help