To workaround this limitation, flat object structures should be used.
Salesforce API access should be enabled. While some of the more obvious candidates such as Outlook Integration, Salesforce Inbox, and Einstein Activity Capture all have their merits, most fall down given their incompatibility with other key software platforms: including Office 2010, Exchange 2010, and Internet Explorer 11.Please ensure that setting "Lock sessions to the IP address from which they originated" is disabled. Salesforce session settings can block this integration.To avoid this, use "Select Query" advanced option and specify fields that you really need. When you receive an error "Query is either selecting too many fields or the filter conditions are too complicated" it means that your query exceeds the limit. The limit varies depending on the type of the columns, the number of computed columns, etc. There is a limit on the number of fields a query to Salesforce can contain.You're now ready to start using this integration. You will be prompted to provide your Salesforce login, follow the remainder of the screens to create a connection. To see what Salesforce editions have API access, please check Salesforce article. Add-In Benefits: Visibility - View all contacts, leads, accounts, opportunities, and cases associated to emails and appointments without switching between Salesforce and Outlook your Salesforce data appears directly in Outlook. The integration is 100 cloud-based with no software to push, install, or maintain. To use this integration, you will need access to a Salesforce account with API access enabled. The Salesforce integration with Outlook lets you experience Salesforce right in Outlook. This connector is available in the following products and regions: ServiceĪll Logic Apps regions except the following:Īll Power Automate regions except the following:Īll Power Apps regions except the following: The Salesforce Connector provides an API to work with Salesforce objects.