> ## Documentation Index
> Fetch the complete documentation index at: https://docs.shiftupai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Context Console

> Inspect exactly what data a context provider returns for a given account plan, directly from ShiftUp Admin.

The **Context Console** is an admin tool inside ShiftUp Admin that lets you run a [context provider](/setup/context-providers) against a specific account plan and inspect the raw data it returns. Use it to verify that your context provider configuration, integration user permissions, and Salesforce field-level security are producing the data you expect — before that data flows into account plans and sales strategies.

## When to use it

* Validate that a newly enabled context provider is returning the expected fields for a seller profile.
* Diagnose missing or unexpected context in a generated account plan or strategy.
* Confirm that the [integration user's permissions](/setup/context-providers#context-provider-permissions) grant access to the records and fields you intend to expose.
* Compare output across multiple providers for the same account by running them individually or all at once.

## Access requirements

The Context Console is only visible to users who meet all three of the following:

* CRM Context for Seller Profiles is enabled in `ShiftUp Admin` > `Advanced` > `App Settings`. See [Context Providers](/setup/context-providers) for setup steps.
* The user has the **ShiftUp admin** permission set.
* The user has the Salesforce **View All Data** permission.

If any of these are not met, the Context Console tab is hidden and the in-app message reads: *"Context Console is unavailable because context providers are disabled, you do not have the ShiftUp admin permission, or you do not have the View All Data permission."*

## Opening the console

<Steps>
  <Step title="Open ShiftUp Admin">
    Navigate to **ShiftUp Admin** in your Salesforce app launcher.
  </Step>

  <Step title="Open the Context Console tab">
    Select the **Context Console** tab in the application setup view. The tab only appears when the access requirements above are met.
  </Step>
</Steps>

## Running a provider

The console has two panels: a parameter form on the left and a results panel on the right.

<Steps>
  <Step title="Select a Seller Profile">
    Pick the seller profile whose context provider configuration you want to test. This scopes the account-plan search and determines which providers are available.
  </Step>

  <Step title="Select a Context Provider">
    Choose a single provider to inspect its output in isolation, or select **All** to run every enabled CRM context provider for the chosen seller profile in one pass.
  </Step>

  <Step title="Find an Account Plan">
    Type at least two characters into **Search Account Plans** and click the search icon. Pick the account plan you want to run the provider against from the dropdown.
  </Step>

  <Step title="Run">
    Click **Run**. The results panel displays the JSON returned by the provider, along with any errors.
  </Step>
</Steps>

## Reading the results

The results panel renders the provider's response as structured JSON. Use it to confirm:

* **Records returned** — Does the provider find the accounts, opportunities, contacts, or other records you expect?
* **Fields populated** — Are all the fields you configured present and populated? Missing fields usually indicate a field-level security restriction on the integration user, or a field that's been filtered out by context provider field constraints (see [Context Providers](/setup/context-providers#context-provider-field-constraints)).
* **Errors** — If the provider fails, the panel shows the underlying error message. Common causes are insufficient integration user permissions, disabled provider configurations, or invalid seller profile data.

## Troubleshooting

| Symptom                            | Likely cause                                                                                                                                             |
| :--------------------------------- | :------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Context Console tab is hidden**  | Context Providers are disabled, or you lack the ShiftUp admin permission or View All Data.                                                               |
| **No seller profiles in dropdown** | No active seller profiles exist in the org, or none are visible to your user.                                                                            |
| **No context providers available** | CRM context is enabled but no providers are configured for the selected seller profile.                                                                  |
| **No account plans found**         | The seller profile has no account plans matching the search term, or you need to refine your search.                                                     |
| **Provider Execution Failed**      | The integration user is missing read permission on a required object or field. Review the error detail and update the integration user's permission set. |
| **Empty fields in the response**   | The integration user has access to the record but not the field. Update field-level security on the integration user's permission set.                   |

## Related

* [Context Providers](/setup/context-providers) — Enable and configure the providers the console tests.
* [Post-installation](/setup/post-installation) — Initial ShiftUp Admin setup.