Receiving Test Mode Error When Syncing Salesforce Account to OpenAir Client – Celigo

You may test the Salesforce Account to OpenAir Client via test mode in two ways:

Sync the Salesforce Account to OpenAir Client directly
Sync theSalesforce Account to OpenAir Client by triggering the Salesforce Opportunity to OpenAir project

Sync Directly

The Connector simply needs the test criteria in the description field.

Sync via the Salesforce Opportunity to OpenAir project flow

Ensure the following:

The test criteria still needs to be in the description field.
The mapping of Salesforce Account Description to OpenAir Client Notes needs to be added to the Salesforce Account to OpenAir Client flows.

This is because when the Account is automatically triggered by an Opportunity syncing, the Connector only takes into consideration the mapped fields when checking to see if it meets the Test Mode requirements.

Out of the box, the Account Description field is not mapped. If the Account Description field isn't mapped, you'll get the standard Test Mode error, even if you have the test criteria in the Description field.