There’s no doubt about it, Salesforce is a stellar CRM tool. But its excellence can go to its users’ heads, leading them to believe that it’s infallible. When it’s designed with other software, it can produce some troublesome integration errors.
There are particular errors that plague Salesforce integrations more than others. In this post, we’ll dive into the scenarios that cause these errors and strategies for preventing them. After all, these situations can be costly for your business, both in time and money.
Ready to dig into our guide to the most common Salesforce integration errors? Let’s begin!
1. Data Mapping Errors
Data mapping errors are common when it comes to Salesforce integration failures. Poorly planned mapping of data from source to target causes the underlying data structure to shift. When this happens, you can misinterpret data, which can cause reports to be inaccurate or have missing values.
To avoid this, it’s important to analyze and validate the data mapping before the integration goes live. This includes checking data types, field sizes, and formatting rules to ensure the data is correctly interpreted on both sides. The use of data validation tools can help identify any potential errors before the data moves from the source to the target.
2. API Limit Exceedance
API Limit Exceedance is one of the most common Salesforce integration process errors that can cause a great deal of frustration. The Salesforce data has a set limit for how many API calls can be made over a 24-hour period. If this number is exceeded, you’ll experience an error that will stop the integration from running.
To avoid this error, it is important to understand your daily API usage and address any patterns of excess. You should also adjust your integration schedule if necessary to fall below the limit. Try to optimize the coding of the integration to reduce the number of API calls and utilize Salesforce’s Bulk API whenever possible.
3. Authentication Failures
Authentication failures typically originate from an incorrect username or password, expired session ids, incorrect API access, and HTTP timeouts. To minimize authentication errors, IT teams should be sure that the username, password, session id, and any required API keys are correct, up-to-date, and valid.
IT teams can test the API calls against the Sandbox instance of Salesforce. It helps to eliminate any common authentication issues that may arise in Production environments.
IT teams should ensure that their HTTP timeout settings are at an appropriate level in order to provide a continuous connection to Salesforce. Read more to discover the workflow of salesforce and ensure prevent any failures along the way.
4. Rate Limiting
Rate limiting is a common Salesforce integration error that can arise when one integration is making too many API requests in a short period of time. This can happen if the integration is improperly configured or if the synchronization schedule isn’t set correctly.
To avoid rate-limiting errors, it’s important to thoroughly review the setup of any integrations that you are using. Ensure that the data being sent is accurate and that the integration doesn’t perform requests too often. When setting up a synchronization schedule, it is best to start with a conservative approach.
5. Handling Bulk Data
Handling bulk data errors includes an inefficient data structure, omitted fields, and incorrect file delimiters. To avoid these errors, structure your data into the most efficient design possible. Use a Salesforce data mapping template to make sure all expected fields are included in the data set.
Ensure any delimiters used in the data set follow the correct format and that all files are properly validated before the data is uploaded. To confirm any data has been successfully processed, use a monitoring tool to view the status of each integration job.
6. Field Level Security and Permissions
Field-level security and permissions are common integration errors when using Salesforce. This error occurs when the data security is misconfigured, or the wrong security parameters are used.
To avoid errors related to field-level security and permissions, Salesforce administrators should ensure that they are configuring the data security requirements accurately and consistently across all objects. They should also confirm that the permission sets are properly set up and properly assigned to the associated users or roles.
7. Error Handling and Logging
Error handling and logging are not only important for avoiding common salesforce integration errors, but it is also essential for quickly addressing and correcting them when they occur. Common salesforce integration errors include the following:
- Incorrect data mapping
- Incorrect field type encoding
- Missing API requirements
To avoid these errors, careful development should be taken to ensure that each data element is properly mapped. Ensure that the software development life cycle includes sufficient system testing.
8. Version Compatibility
It is important to make sure the versions of the system are compatible. Otherwise, integrations will break. To avoid these errors, always check the version numbers for both applications.
Consider future updates. If not, you will need an update on the integration process. It’s also important to take downtime into account, as external systems can’t be accessed while their servers are down.
Doing regular maintenance checks can help keep integrations up and running. It will reduce troubleshooting time in the event of an issue.
Avoid These Common Salesforce Integration Errors
Common Salesforce integration errors can be costly, not to mention time-consuming to rectify. By becoming aware of the common errors and taking steps to avoid them in the initial and ongoing integration process, you can ensure the success of the integration.
Start with basic best practices and use a consultancy specializing in Salesforce to help you get the most out of your integration. Contact us today to get started.
Did you find this article helpful? Check out the rest of our blogs for more!