Installation and Setup of Ren Alerts in Salesforce
Installation & Setup
Step 1 — Install the Package
Install the RenAlerts managed package via the install URL provided by your Ren account team. On install, the Ren Alerts Admin permission set is automatically assigned to all active System Administrators.
Step 2 — Post-Install Configuration
After installation, navigate to the Ren Alerts Setup tab. A wizard guides you through:
| Step | What to Do | Where in Salesforce |
|---|---|---|
| 1. Permission Sets | Assign Ren Alerts User to end users | Setup → Permission Sets |
| 2. API Keys | Enter your X-Ren-Access-Key-ID and X-Ren-Secret-Access-Key |
Setup → Named Credentials → External Credentials → Ren API |
| 3. External Client App | Add user profiles to "Selected Profiles", set refresh token to "valid until revoked", enable "Admin approved users are pre-authorized" | Setup → External Client Apps → Ren Alerts |
| 4. Sync Queries | Configure SOQL queries that define which Contacts and Accounts to sync to Ren (use {current_user_id} placeholder) |
Setup Guide → Query Configuration |
| 5. Page Layouts | Add the Ren Alerts components to Contact/Account record pages and a Home page | Lightning App Builder |
Optional Settings
Configure in Setup → Custom Metadata Types → Ren Alerts Settings → Defaults:
- Email Preference — Salesforce (send via Apex) or Mailto (open user's email client; default)
- Track Email Activity — Creates Task records for emails sent through Ren Alerts
- Enable Error Logging — Captures API errors in the Error Logs tab
Troubleshooting
| Symptom | Likely Cause | Resolution |
|---|---|---|
| "Unable to reach Ren API" | Named Credential or External Credential not configured | Verify the Named Credential URL and API keys |
| HTTP 401 or 403 errors | Invalid or expired API keys | Re-enter API keys in the External Credential |
| "Sign Up for Ren" shown to a user | User does not have a Ren account yet (common with SSO), or Salesforce email doesn't match the Ren account email | Ensure the user has signed up for Ren and that email addresses match across both systems |
| "Connect Salesforce to Ren" message | User hasn't completed the OAuth connection | User should go to Ren Settings → Integrations → Connect Salesforce |
| "Contact support" error | crm_alerts scope not enabled |
Contact your Ren account team to enable the scope |
| Alerts not loading | API timeout or rate limiting | Check the Error Logs tab for details; contact your Ren account team if the issue persists |
| Dry-run query fails | SOQL syntax error or field not accessible | Verify query syntax and field-level security for the selected user |
Error Diagnostics
- Enable error logging: Custom Metadata → Ren Alerts Settings → Enable_Error_Logging__c = true
- View logs in the Error Logs tab (Admin only) — filterable by date range and user email
- Export up to 2,000 log records as CSV