wehub-resource-sync
1.1 KiB
1.1 KiB
How do I set up custom OAuth credentials for Salesforce?
For a step-by-step guide on creating and configuring your own Salesforce OAuth credentials with Composio, see How to create OAuth credentials for Salesforce.
Why can't I find items I created in Salesforce?
Created records may not appear in a given Salesforce view. Use search to confirm they exist.
How do I query relationships like Pricebooks and Opportunities?
Use SOQL subqueries to traverse relationships. For example, Products → Pricebooks → Opportunities:
SELECT Id, Name,
(SELECT Id, Quantity, UnitPrice, TotalPrice, PricebookEntry.Product2.Name FROM OpportunityLineItems)
FROM Opportunity
What fields are required when connecting Salesforce?
You need your subdomain (e.g., your-company.my) and instance endpoint /services/data/v61.0. If you see URL_NOT_RESET, replace the login subdomain with your organization's subdomain.
What happens to deprecated Salesforce tools?
Deprecated tools continue to work until removed. Check tool descriptions for "DEPRECATED:" markers.