Issue:
Billing-related fields in Salesforce are not updating. This functionality previously worked but has recently stopped.
OAuth Policy Misconfiguration
If BluSynergy is invoking Salesforce using a user account not originally configured by BluSynergy personnel, ensure the correct OAuth setting is in place.
Go to Setup → Manage Apps → Connected Apps
Locate the BluSynergy application and click Edit
Under the OAuth Policies section, set "Permitted Users" to:
"The first time a user accesses the application"
This setting enables the use of a refresh token to obtain a new access token, which is required for authenticated API requests.
⚠️ If this setting is misconfigured, you may see log entries such as:
"expired access/refresh token for customer X"
Refer to the screenshots below for visual guidance.
Salesforce API Limit Exceeded
Another common cause is that your org has exceeded Salesforce API usage limits.
Check your System Overview or API Usage Reports to confirm if you’re approaching or exceeding limits.