SalesForce Connector requirements

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Posted on by Nithin_Vanam

Hello,

We are trying to use the SalesForce connector to drive a process of creating a Case record in Dynamics when a record is created in SalesForce. When trying to login to the SalesForce connection, if we use the credentials used to login to a SalesForce portal ( based on force.com) , it doesn't seem to work. Is there a type of account that we need to use to be able to create a SalesForce connection? Would be of great help if any SalesForce/Flow experts provide some inputs around this. Thanks in advance.

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Ed Gonzales 4,531 Most Valuable Professional on at

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Re: SalesForce Connector requirements

@Nithin_Vanam

Hi there. Check to make sure you've got API access enabled on your SalesForce account. Below is an excerpt from the documentation.

There is a limit on the number of fields a query to Salesforce can contain. The limit varies depending on the type of the columns, the number of computed columns, etc. When you receive an error "Query is either selecting too many fields or the filter conditions are too complicated" it means that your query exceeds the limit. To avoid this, use "Select Query" advanced option and specify fields that you really need.

Salesforce session settings can block this integration. Please ensure that setting "Lock sessions to the IP address from which they originated" is disabled.

Salesforce API access should be enabled. To verify access settings, go to profile settings for the current user and search for "API Enabled" checkbox.

Note that Salesforce trial accounts do not have API access.

Please keep us posted.

-Ed-

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