Salesforce Connectors Troubleshooting

Learn about basic troubleshooting tips for working with the Salesforce Connectors.

Articles

 Troubleshooting Basics for the Salesforce Connector
Troubleshooting the Salesforce Connector The class below provides an introduction to troubleshooting your Salesforce Connector as well as resolution steps for some of the most common Salesforce errors. ...
New Custom Salesforce Fields (Refresh Schema)
Learn how to resolve common Salesforce connector issues
Find Records in Salesforce
Learn how to resolve common Salesforce connector issues
Salesforce Assigns a Different Owner ID
Learn how to resolve common Salesforce connector issues
Salesforce Auto-Number, Formula, and Lookup Fields
In general, FormAssembly does not have access to Salesforce Auto-Numbering, Formula, and Lookup fields.  This is due to Salesforce's API and the types of fields that FormAssembly is able to access.  However, there are occasional s...
Salesforce Rich Text Fields (WYSIWYG)
Currently, FormAssembly cannot send rich formatted text to Salesforce.
Working with Salesforce Notes & Enhanced Notes
Learn how to link Salesforce notes to other contact records.
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