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Jake S102
Sep 23, 2020 11:48 AM UTC
Solved

Salesforce Managed Package Objects Import

Hi

I'm trying to import salesforce schema but I do not see any of the managed packages (FSL) objects while doing so. Any help here would be appreciated.

Thanks in advance!

Chase V
Chase VAnswer
Lucid support team
Sep 23, 2020 6:28 PM UTC

Hi Jake

Thanks for posting in the Lucidchart Community! I'm sorry to hear you're having trouble importing your Salesforce Schema. Would you mind confirming that the objects that aren't visible in the object selection dialog in Lucidchart are enabled within Salesforce? If you're still unable to view these objects after verifying this please let me know.

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Chase V
Chase VAnswer
Lucid support team
Sep 23, 2020 6:28 PM UTC

Hi Jake

Thanks for posting in the Lucidchart Community! I'm sorry to hear you're having trouble importing your Salesforce Schema. Would you mind confirming that the objects that aren't visible in the object selection dialog in Lucidchart are enabled within Salesforce? If you're still unable to view these objects after verifying this please let me know.

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Oct 30, 2024 2:01 PM UTC

Hi, I’m trying to import diagrams from SF to be my source of truth.  I need to begin in SF sandboxes schemas. With this in mind...

 I navigated to:

  1. my account settings
  2. Apps & integrations
  3. Salesforce/ clicked LInk && updated creds to be a SF sandbox (custom domain/username/pword).  The log-in fails.

Noticing the link points to PROD org -logins.  

Question: -Could Lucid Chart enable us to connect to ‘Sandboxes’ instead of SF Prod orgs?  if I missed a step/or/approach, share with me the appropriate link/or/steps & I will try. thank you

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Zuzia S
Lucid community team
Nov 1, 2024 4:04 PM UTC

Hi @Rehlko_Leo, thanks for your post! 

The integration between Lucidchart and Salesforce can be implemented with both a sandbox or a production instance of Salesforce. When setting up the integration, could you please make sure to follow the steps detailed in our Customize the Lucidchart Salesforce integration article in the Help Center?

Please note, this customization requires being on an Enterprise account. 

Let us know if you keep encountering issues, we’re happy to help!

Cheers

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Nov 4, 2024 12:28 PM UTC

Thank you @Zuzia S , I lack admin privileges to confirm type of Account (i.e., Enterprise) or/proceed with steps of integration. I’ll check with team internally.

Triple checking, is there any playground instance we can access from the Lucid community to try this out in Proof-of-Concept initiatives? 

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Zuzia S
Lucid community team
Nov 6, 2024 4:41 PM UTC

Hi @Rehlko_Leo, thanks for following up! 

Lucid does not provide a public or community-accessible sandbox environment for testing the Salesforce integration at this time. If you are not on an Enterprise account, we can forward your request to our Sales team who could create a separate trial account. 

Let me know if you need any further clarification! 

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Nov 6, 2024 5:16 PM UTC

Thank you @Zuzia S , I’m ok, no need to proceed further. 

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