I cannot see any quotes in Quoting – the table is empty or I get an error

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Pricefx uses iframes to display content within a CRM application. To be able to authenticate users, we rely on third-party cookies. If third-party cookies are blocked by your browser, you will not be able to access Pricefx data and the table will appear empty.

Recommended solution:

Check your browser settings and make sure that third-party cookies are not blocked. See also Recommendations and Requirements for All Browsers in Salesforce help.

Note that in Safari in iOS 11 third-party cookies are blocked by default. If you wish to use this browser, go to Settings > Safari > Privacy & Security > Prevent Cross-Site Tracking and disable this feature.

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Data is loaded very slowly and the application is unusable

This issue has been spotted on iPhones. Typically, in the Salesforce app menu, there will be two QuoteConfigurator apps. One of them is a canvas app, which is the only one that works correctly in iOS.

Recommended solution:

If you encounter severe performance issues, try to select the other QuoteConfigurator app from the Salesforce app menu (the names and icons may be different in your installation).

I am getting the "Insufficient Privileges" error when trying to access Pricefx modules

The user account I am using to log in is active and it has Agreements & Promotions rights assigned but I still cannot access Pricefx modules in Salesforce.

Recommended solution:

You must enable the necessary profile access for your Visualforce Page:

1. Go to 'Visualforce Page' in the 'Setup' section.

2. Click the 'Security' link next to your Visualforce Page.

3. Select the user profiles that should have access.

See also Set up User Access in Salesforce.

Another Solution:

It can happen that you have a new SF box created from scratch and it doesn't have enabled identity provider. 

It causes the same issue. You can see only "Insufficient privileges".

• Go to the setup and find "Identity Provider".

• When it is not enabled, click Enable.

    

There are no scroll bars in Chrome on MacOS

When I browse Pricefx modules in Salesforce, the scroll bars are missing and I cannot see all the content. I'm using Chrome on MacOS.

Recommended solution:

Make sure you have scroll bars display set to Always in MacOS settings: System Preferences > General > Show scroll bars.

See also this Salesforce help topic.

Application does not load in Salesforce

I successfully load into the application in Salesforce but no content is loaded – I see a blank page.

Recommended solution:

Verify if your browser does not block 3rd party cookies, which are necessary for the app to work correctly. The following screenshot is from Google Chrome, displaying the desired settings:

For more details please read this.

Application in Salesforce does not start after server migration

We have migrated to a new server and updated the app configuration in Salesforce but the app does not work.

Recommended solution:

Make sure that you have updated all the necessary settings. In Salesforce Lightning Experience, go to Setup > Apps > App Manager, locate your app and select 'Edit' from the combo on the right-hand side. Check especially the 'ACS URL' and 'Canvas App URL' settings if they point to the correct address.

"Missing translation" is displayed instead of UI strings

In the user interface of the Salesforce canvas app, in many instances there are "missing translations" of the UI strings for the current locale.

Recommended solution:

Go to Administration > Feature Flags and verify that the applicationEnvironment feature flag is set to 'salesforce'.

Application is very slow or freezing in the Salesforce mobile app

The Salesforce mobile app is slow or freezing, it is hard to use the UI, the loading spinner does not have the correct Pricefx style.

Recommended solution:

This problem occurs when the application is added as a "Custom Tab" to the Mobile Navigation menu in Salesforce. The Custom Tab is not optimized for the mobile view correctly. You must enable the mobile view for the Visualforce Page and add this object to the navigation menu.

1. Check the Mobile Navigation menu under the Apps > Mobile Apps > Salesforce Navigation – you should see two objects with the same name (name of the Unity tab). Check both the Available and Selected panels.

2. When you move both into the Selected panel, you should be able to see them in the mobile app. However, one is a Custom tab object (this is the slow one, which you want to get rid of) and the other one is a Visualforce page (optimized for mobile app, i.e., the one you want to keep).

3. Back in the  Apps > Mobile Apps > Salesforce Navigation, try to remove/add one of them and try to figure out which is which and to keep only the Visualforce page (it usually has a grey icon in the mobile app, not colored).

4. Now the problem should be solved. You can try to open the Salesforce mobile app and it should load correctly.

If you cannot see the second object in the Mobile Navigation or you can see just the enabled one which is slow, try the following:

1. Check the Custom Code > Visualforce Pages, find the page you're trying to configure and click Edit.

2. Enable the Available for Lightning Experience, Lightning Communities, and the mobile app checkbox.

3. Go back to Apps > Mobile Apps > Salesforce Navigation and you should find the page object from the previous step under the Available box. Add the page object (you can rename the second one in User Interface > Tabs to be able to distinguish between them).

4. The problem should be solved. You can try to open the Salesforce mobile app and it should load correctly.

Buttons are not accessible in Salesforce mobile app

There can be an problem with access to buttons in various pop-ups in the application – it is not possible to scroll down to them.

A possible solution is to use the Lightning component in Salesforce (instead of Visual Force Page). It will help to recognize the screen size of the mobile device.

You can also enhance Feature Flags for Salesforce if necessary:

Single Sign-on not working in Salesforce

Suddenly, the application asks me to log in although up till now single sign-on was working properly.

Recommended solution:

This problem might be related to the upgrade of Google Chrome to version 80 or newer. Please read this Salesforce Knowledge article. This problem might occur also on recent versions of MS Edge.

Pricefx versions Bramble 3.7.6.1 PR and Manhattan 4.3.1 PR contain a hotfix which sets cookies in the way that is compatible with the latest Google Chrome (version 80 or newer)/Edge behavior and should solve this problem without the need for users to adjust the settings of the browser.

If your Pricefx server version is lower than Bramble 3.7.6.1 PR or Manhattan 4.3.1 PR, you can, as a temporary solution, change the SameSite cookies setting in Chrome:

1. Type chrome://flags in the address bar.

2. Search for 'samesite'.

3. Set the SameSite by default cookies option to Disabled.

4. Relaunch the browser.