Connect to Salesforce on Zapier
Salesforce uses OAuth to authenticate your account on Zapier.
- Salesforce Environment.
- Log into Salesforce to authenticate.
- Grant Zapier permission to access your account if prompted to.
Note- If you select sandbox and your account does not support a sandbox environment, you'll receive the following message "Please check your username and password. If you still can't log in, contact your Salesforce administrator."
- If you receive the error "This connection to Salesforce appears to no longer be working", you've exceeded the connection app access limit in Salesforce.
About Salesforce's app
| Are self-hosted or cloud-hosted accounts supported? | Cloud-hosted accounts only |
The Zapier Salesforce integration supports accounts with My Domain, not using Custom Domains. Learn more about Salesforce’s supported accounts. |
| Is a paid Salesforce plan required? | Yes |
The Zapier Salesforce integration supports Sales/Service Accounts and any edition (including Essentials). Unfortunately, we don’t support Marketing Cloud accounts. |
| Are any special account permissions required? | Yes |
Learn more about Salesforce’s account permissions. |
| Are there usage limits? | Yes |
API request limits and allocations differ depending on what Salesforce license type you're on. |
| Are there pagination limits? | No | |
| Do trigger samples use real data from your account or generic data? | Real trigger samples |
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| Are custom fields supported? | Yes |
Sometimes there may be a delay for objects or fields in Salesforce appearing in the Zap editor in dropdown menu fields.
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| Do update actions overwrite or append to existing data? | Overwrite existing data | |
| Is there any additional info? | Yes |
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