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GovSearchAI Connector License Error Configuration Guide

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Common errors:

  • We could not validate your Profile

  • This requires a license

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Validate Remote Site Settings

Ensure that there is a remote site setting titled CompetitiveInsightsURL the value of this should be the client’s URL, example: https://bae.technomile.com

Validate Analytics Configuration

    1. From Salesforce App Launcher, navigate to the Analytics Configuration page.

    2. Review License Key fields. Ensure that at least one of the fields includes a valid License Key.

    3. Review Security Setting fields. The webservice endpoint and competitive insights setting sections should all be filled out entirely.

      Note: Only the PartnerPortalURL field can remain blank.

Validate GovSearchAI Credentials

Review the GovSearchAI and Security Settings.
This information originates from the portal.

      1. Navigate to portal.technomile.com and log in.

      2. Select the Client.

      3. Go to API Management.

        • Client ID: Client ID in top section (TechnoMile API details)

        • Client ID for token: Client ID in the TechnoMile Portal API Details section

        • Username: User email

        • Password: User Secret (not Client secret)
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      4. After confirming these details, check the Profile for:

        • TM_Analytics Settings:

          • Ensure all Apex Classes for TM_Analytics are enabled

          • Ensure Profile has access to necessary Custom Settings (TM_Analytics)

          • Ensure Profile has access to appropriate Visual Force pages (TM_Analytics)

        • Check to ensure the user is assigned a license in Salesforce.

      5. If the user still does not have access at this point, go back to the portal, then go to the appropriate Client, and check their user list.

        • Check the user.
          The user you are logged in as on Salesforce matches a user you see in the list.

        • Validate the Email field.
          The user on the portal must have the same email (not username) as the Salesforce user.

        • Validate the CRM ID field.
          IMPORTANT: The CRM ID should have an 18 character ID from Salesforce. NOT 15 characters.

      6. If the issue persists, escalate to Grant Gearhart.