Connector sync issue, resolved

Email thread

Support thread: a Salesforce connector sync block was traced to read-only API credentials. Stijn Gielen updated them on 7 Jul 2026, records flowed again, and Kate Ormerod closed the ticket on 10 Jul 2026.

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What was said

What this says

As at Fri 9 Oct 2026

Support thread: a Salesforce connector sync block was traced to read-only API credentials. Stijn Gielen updated them on 7 Jul 2026, records flowed again, and Kate Ormerod closed the ticket on 10 Jul 2026.

Ask: Stijn Gielen had flagged a Salesforce connector sync problem. Kate Ormerod found the API credentials had read-only scope and left notes in the admin panel on how to add write access.

Customer view: Stijn confirmed he had updated the credentials and re-synced, with records flowing and "all looking good". He thanked Kate for the quick turnaround.

Next: Kate said she would close the ticket and monitor the sync for the next few days. The thread does not show the outcome of that monitoring, and it does not show the customer's tier or any wider usage concern.

AI · claude-sonnet-5-5 · as at Fri 9 Oct 2026

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The thread

Updated 9 Oct 26

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Messages4

First message2026-07-06

Last message2026-07-10

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Messages

Kate Ormerod 6 Jul 2026 15:56
to Stijn Gielen
Hi Stijn, I've looked into the Salesforce connector sync that you flagged. I found the issue: the API credentials you provided had read-only scope. I've added notes to your admin panel on how to update them to include write access, which should clear the sync blocks. Can you test on your end and let me know how it goes? Thanks, Kate
Stijn Gielen 7 Jul 2026 14:47
to Kate Ormerod
Hi Kate, Thanks for tracking that down. I've updated the credentials and re-synced. Records are flowing through now, all looking good. Stijn
Kate Ormerod 10 Jul 2026 15:40
to Stijn Gielen
Brilliant, glad we got it sorted. I'll close out the ticket and monitor the sync for the next few days to make sure it stays stable. Cheers, Kate Ormerod Support Engineer, BG-Demo
Stijn Gielen 10 Jul 2026 15:53
to Kate Ormerod
Perfect. Thanks for the quick turnaround. Stijn

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BG-Demo is a fictional company; every organisation and person here is invented. B-Viz is the tool. Data as of Fri 9 Oct 2026. Help & Support

Help & Support

Open as a page

Help & Support

B-Viz is one place to read everything the company knows about its customers: the CRM, calls, emails, support tickets, product usage, invoices, documents, news and HR. Every page is built from those systems and the data is current to Fri 9 Oct 2026.

How to use the site

Summary is the landing page: what happened this week, the calls just held and the calls coming up, the risks and the renewals due.
Organisations lists every customer. Open one to see its key facts, the AI assessment and next step, platform usage, the ARR journey, deals, documents, contacts and activity, and the lineage of every block.
Conversations, Commercial, People, News and Documents cut the same data by topic. System explains how the site is built and where each figure comes from.
Every card ends with a small made from link: it opens the lineage explorer focused on that card, so you can walk from the figure down to the raw rows it came from.
Use the sun and moon button at the top right to choose dark or light. Choose your device's own mode again to go back to following the device.

How to ask

Press Ask B (the speech bubble) in the header, or open the Ask B page. Type a question, or pick one of the suggestions.

Ask B sends your question to Claude through the B-Viz connector. Claude answers from the same records as these pages, read-only, and links each claim to its source page.
Find (the box in the header) finds the organisations, people, calls, emails, tickets, documents and news that match your words, with links to their pages.
The same connector works in Claude Desktop or the B-Viz Claude Project, with the same answers and sources.

What the data covers

Data	Records
Organisations	300
People at customers	1,880
BG-Demo staff records (in post and leavers)	65
Calls	2,593
Email threads	3,882
Support tickets	1,502
Documents	1,582
Deals	403
Invoices	365
Events	49
News items	147

Data as of Fri 9 Oct 2026. Text marked AI was written by the AI from the records listed in its made-from link; an AI output that cannot cite its evidence is refused and the previous text kept. Where two systems disagree (for example a contract and the CRM), the key facts show both values and mark the difference.

BG-Demo is a fictional company: every organisation, person and figure here is invented for this demonstration. B-Viz is the tool that reads its data.

Who to contact

Email info@b-viz.com or talk to your B-Viz account team. Tell us the page address and what looked wrong; a screenshot helps.

Help