If you're experiencing issues generating PDFs from quotes in Salesforce through Nue, this guide will help you resolve common session-related problems.
Common Symptoms
Error messages when attempting to generate a PDF
Unexpected prompts to log into the Nue app
PDF generation fails despite other Nue features working correctly
Root Cause
These issues are typically caused by session management conflicts when:
Logging in and out of multiple Salesforce instances or environments
Switching between different Nue instances in the same browser
Browser cache contains crossed or outdated session data
When session data becomes cached incorrectly, the authentication system may throw errors or require re-login, even though the API integration is functioning properly.
Solution
To resolve this issue, follow these steps:
Close all browser tabs - Close all open tabs in your browser, especially those related to Salesforce and Nue
Clear your browser cache - Use your browser's settings to clear the cache and browsing data
Restart your browser - Completely close and reopen your browser application
Log back in and retry - Log back into Salesforce and attempt to generate the PDF again
This process forces your browser to reload all session data cleanly, resolving the authentication conflict.
Still Having Issues?
If clearing cache and restarting your browser does not resolve your PDF generation problem, please contact Nue Support with the following information:
Description of the error message (if any)
Salesforce environment and OrgID where the issue is happening
Whether the issue occurs consistently or intermittently
Whether the issue is isolated to one or more users
Confirmation that you've cleared cache and restarted your browser
Login Access (PBO) granted to the environment where the issue is happening
Quick Summary
Solution:
Close all browser tabs
Clear browser cache
Restart browser
Log back in and retry
Need Help? Contact Nue Support if issues persist after following these steps.