TL;DR
Most Salesforce issues come from expired permissions, missing salesforce_id values, or mismatched field access. Reconnect the integration, confirm object permissions, and rerun previews to verify results before syncing.
Quick checks
- Confirm the Salesforce integration is still connected under account integrations
- Make sure the connected Salesforce user still has access to the objects you need
- Verify your dataset includes the fields required for matching and syncing
Fix authorization problems
Error: "Requested resource does not exist" or OAuth expired
- Visit the integrations page
- Click Disconnect on the Salesforce card
- Click Connect to Salesforce and authorize again
If the issue persists, ask a Salesforce admin to grant the PromptLoop connected app access to the correct profiles.
Fix missing rows after import
- Ensure the Salesforce user has visibility into the list view filters
- Recreate the list view directly in Salesforce to confirm the results match
- Re-run the PromptLoop import with the updated list view
Large imports
List views over ten thousand rows can take several minutes. Wait for the import banner to confirm completion before starting a new one.
Fix sync mismatches
Dataset rows skipped during preview
- Match by salesforce_id whenever possible
- For domain matching, confirm the dataset column contains clean domains like example.com
- Re-run the preview after cleaning data to confirm the match rate improves
Unexpected field updates
- Review the mapping step to ensure only intended fields are linked
- Use Preview sync to check update counts before running the full sync
- Remove fields with blank values if you do not want to overwrite Salesforce data
PromptLoop writes blank values to Salesforce when a mapped dataset column is empty. Only map fields that should be updated.
When to contact support
- Authorization fails after reconnecting and verifying permissions
- Sync preview shows zero matches even with valid Salesforce IDs
- You need to trace or reverse a previous sync
Gather the dataset URL, the sync preview screenshot, and the connected Salesforce user email before contacting support. This shortens investigation time.
FAQs
Why do I see "INSUFFICIENT_ACCESS" during sync?
The connected Salesforce user lacks update permissions for the target object or field. Update the Salesforce profile to allow edits, then rerun the preview.
Why are new records created instead of updated?
The matching method did not find a Salesforce ID or matching domain. Verify the dataset includes salesforce_id and match by ID for the highest accuracy.
How do I fix missing salesforce_id values?
Re-import the Salesforce list view. The importer automatically adds salesforce_id, so the refreshed dataset will include the column.