Salesforce – Gotchas

Service ID: salesforce

CRM software solutions and enterprise cloud computing from Salesforce, the leader in customer relationship management (CRM) and PaaS.

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12 gotchas across 7 resources

These are connector-specific behaviors and limitations to be aware of when integrating.

Activities4 gotchas

allactivitiesAll

Salesforce imposes a maximum offset limit of 2000. Exceeding this offset will result in an error from Salesforce. For result sets larger than 2000 items, it is necessary to set the pagination limit to 200, as this will enforce the use of batchSize for pagination. Note that setting a limit lower than 200 will not reduce the batchSize due to Salesforce's minimum batch size policy of 200, as detailed in their documentation [here](https://developer.salesforce.com/docs/atlas.en-us.250.0.api_rest.meta/api_rest/headers_queryoptions.htm) and will have no effect. In Salesforce, to get list of tasks, calls or emails, please use filter "type": "task" to ensure proper handling.

addactivitiesAdd

In Salesforce, when creating tasks, calls, or emails, please specify "type": "task" with correct `event_sub_type` value in the request body to ensure proper handling.

updateactivitiesUpdate

In Salesforce, when updating tasks, calls, or emails, please specify "type": "task" in the request body to ensure proper handling.

deleteactivitiesDelete

This endpoint is mapped to Salesforce Events; tasks are not included. As a workaround we recommended using the Proxy API.

Companies1 gotcha

allcompaniesAll

Salesforce imposes a maximum offset limit of 2000. Exceeding this offset will result in an error from Salesforce. For result sets larger than 2000 items, it is necessary to set the pagination limit to 200, as this will enforce the use of batchSize for pagination. Note that setting a limit lower than 200 will not reduce the batchSize due to Salesforce's minimum batch size policy of 200, as detailed in their documentation [here](https://developer.salesforce.com/docs/atlas.en-us.250.0.api_rest.meta/api_rest/headers_queryoptions.htm) and will have no effect.

Contacts1 gotcha

allcontactsAll

Salesforce imposes a maximum offset limit of 2000. Exceeding this offset will result in an error from Salesforce. For result sets larger than 2000 items, it is necessary to set the pagination limit to 200, as this will enforce the use of batchSize for pagination. Note that setting a limit lower than 200 will not reduce the batchSize due to Salesforce's minimum batch size policy of 200, as detailed in their documentation [here](https://developer.salesforce.com/docs/atlas.en-us.250.0.api_rest.meta/api_rest/headers_queryoptions.htm) and will have no effect.

Leads1 gotcha

allleadsAll

Salesforce imposes a maximum offset limit of 2000. Exceeding this offset will result in an error from Salesforce. For result sets larger than 2000 items, it is necessary to set the pagination limit to 200, as this will enforce the use of batchSize for pagination. Note that setting a limit lower than 200 will not reduce the batchSize due to Salesforce's minimum batch size policy of 200, as detailed in their documentation [here](https://developer.salesforce.com/docs/atlas.en-us.250.0.api_rest.meta/api_rest/headers_queryoptions.htm) and will have no effect.

Notes2 gotchas

allnotesAll

Salesforce imposes a maximum offset limit of 2000. Exceeding this offset will result in an error from Salesforce. For result sets larger than 2000 items, it is necessary to set the pagination limit to 200, as this will enforce the use of batchSize for pagination. Note that setting a limit lower than 200 will not reduce the batchSize due to Salesforce's minimum batch size policy of 200, as detailed in their documentation [here](https://developer.salesforce.com/docs/atlas.en-us.250.0.api_rest.meta/api_rest/headers_queryoptions.htm) and will have no effect.

addnotesAdd

When creating a note in Salesforce, you can only associate it with one resource (such as a lead, company or opportunity) at a time. You cannot combine multiple resources or associate the note with more than one resource in a single API call.

Opportunities2 gotchas

allopportunitiesAll

Salesforce imposes a maximum offset limit of 2000. Exceeding this offset will result in an error from Salesforce. For result sets larger than 2000 items, it is necessary to set the pagination limit to 200, as this will enforce the use of batchSize for pagination. Note that setting a limit lower than 200 will not reduce the batchSize due to Salesforce's minimum batch size policy of 200, as detailed in their documentation [here](https://developer.salesforce.com/docs/atlas.en-us.250.0.api_rest/api_rest/headers_queryoptions.htm) and will have no effect.

addopportunitiesAdd

The `close_date` and `pipeline_stage_id` are required by Salesforce. If `close_date` is not provided, it defaults to `2021-12-31`.

Users1 gotcha

allusersAll

Salesforce imposes a maximum offset limit of 2000. Exceeding this offset will result in an error from Salesforce. For result sets larger than 2000 items, it is necessary to set the pagination limit to 200, as this will enforce the use of batchSize for pagination. Note that setting a limit lower than 200 will not reduce the batchSize due to Salesforce's minimum batch size policy of 200, as detailed in their documentation [here](https://developer.salesforce.com/docs/atlas.en-us.250.0.api_rest.meta/api_rest/headers_queryoptions.htm) and will have no effect.