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  • Welcome to Primer!
  • Managing Your Account
    • Invite a User to Your Primer Account
    • Change User Role
    • Upgrade Subscription
    • Cancel Subscription
    • Notification Center
  • Product Changelog
  • An Introduction to Primer's Database
  • Connections
    • Connecting the Primer Web Script
    • Setting up Connections
      • Connecting Salesforce to Primer
        • Salesforce Requirements and Permissions
        • Troubleshooting Your Salesforce CRM Connection to Primer
      • Connecting HubSpot to Primer
        • HubSpot Requirements and Permissions
        • Troubleshooting Integration Errors
  • BUILDING AUDIENCES
    • How to Build an Audience
      • Primer Filter Criteria
        • Department Definitions
        • Industry Definitions
      • Audience Match Rate Estimates
      • Audience Summary
      • Audience Preview
      • Salesforce Filter Criteria
      • Using CSVs as Filter Criteria
      • Understanding Salesforce and CSV Match Rates
      • Performant Audience Sizes
    • Managing Audiences in Primer
      • Audience Statuses
      • Matched Audience Size
      • Audiences Dynamically Update
      • Active Audience Slots
  • SYNCING AUDIENCES
    • Syncing Your Audience
    • Google Ads
      • Applying Exclusion Audiences to Search Campaigns
      • Apply Audiences to PMax Campaigns As Signals
      • Apply Audiences to Demand Gen Campaign
      • Google Match Rates
      • Google Ads Metrics
    • LinkedIn Ads
    • Facebooks Ads
      • Facebook Intro for B2B Marketers
  • TROUBLESHOOTING CONNECTIONS
    • Meta Troubleshooting
      • Error: Facebook Custom Audiences Terms of Service
      • Error: Facebook Ad Account Not Associated with a Business
      • Error: Facebook Permissions
      • Issue: Junk Leads Because of Advantage+ Audience Setting
      • Error: Too Many Custom Audiences in Facebook
    • Google Troubleshooting
      • Error: Google "Please verify that the account has been whitelisted."
      • Troubleshooting: How to Share Audiences Between Google Ads and DV360
      • Trouble Locating a Specific Audience in Google
      • Trouble Understanding Google Match Rate vs. Audience Size
    • Other
      • Error: Miscrosoft "Customer List Terms And Conditions Not Accepted"
  • UNDERSTANDING PERFORMANCE
    • Benchmarking Success
    • Match Rate vs. Reach Rate
  • Learn More
    • Conversion Lift Analysis (Beta)
    • Experimental Ad Destinations (Beta)
    • Primer Playbooks & Use Cases
      • Paid Social Playbooks
        • Paid Social Lead Generation
      • Ad Audience Best Practices
    • Information Security
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On this page
  • API Usage & Limits
  • User Permissions
  • Object Permissions
  • Permission Errors
  1. Connections
  2. Setting up Connections
  3. Connecting Salesforce to Primer

Salesforce Requirements and Permissions

Primer uses minimal field mapping to connect Primer's third-party data with your Salesforce records, enhancing your CRM advertising efforts.

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Last updated 3 months ago

Primer's integration with Salesforce prioritizes security, ensuring your data is protected. If you have questions about security, our customer support team can offer a clear explanation of how we maintain safety during the integration.

API Usage & Limits

  • We leverage Salesforce's bulk API to efficiently process up to 10,000 records per call, ensuring minimal impact on your API limits while maximizing data ingestion speed.

  • The initial ingestion can take some time, and during this period, Salesforce filters may not be usable.

Ingestion Rate: 400,000 records per hour. Example: 100K accounts + 300K contacts + 300K leads + 50K opportunities + 10K campaigns + 40K campaign members = 800K records = 2 hours to ingest

  • We cannot set a max consumption threshold on the API, but if you're interested in requesting this feature, please let us know.

  • After the initial ingestion, our approach is incremental. If we hit the threshold and the sync stops, it will resume from where it left off.

User Permissions

  1. "API Enabled" must be checked

  2. "Session Security Level Required at Login" must be set to "None".

  3. High Assurance on Session security level required at login should be set to "Disabled" at the profile level. when this setting is used on user Profiles and this will prevent Primer from accessing your Salesforce instance.

  4. Primer will have the same access to objects and fields as the Salesforce user connected to Primer. So if fields are read-only or hidden for that user, that is what Primer will reflect.

    1. For text fields, the fields should be set as 'text' only as opposed to 'text area' fields.

    2. You should give Primer "Read" access to the "Lead," "Contact," "Opportunity," and "Account" objects. Primer does not currently delete any records, and we will never delete or overwrite data.

    3. Additional functionality for bulk import is available with allowing access to "Campaign" objects.

  5. Salesforce requires that the user account have the "View Setup and Configuration". Ensure the user account have the "View Setup and Configuration" permission. This permission is set on the Profile of the connected user under the "Administrative Permissions" heading.

  6. When connecting, the Salesforce authorization flow will request scopes api and refresh_token.

We recommend using a stand-alone account specifically for Primer (often called a Service Account) so you can see Primer updates in your audit history.

Object Permissions

Object
Minimum Access
In-App Functionality

Lead

Read

Audience Building

Contact

Read

Audience Building

Account

Read

Audience Building

Campaign

Read

Audience Building

Opportunities

Read

Audience Building

Permission Errors

From time to time, you may encounter two common errors with our Salesforce integration. These issues are generally related to the token used to connect Salesforce to Primer.

Quick Fix: Reconnect and Reauthorize Salesforce: If you’re experiencing an error, the simplest solution is to reconnect and reauthorize Salesforce with Primer. This step often resolves token-related issues quickly.

Common Causes of Salesforce Integration Errors

There are several common reasons why token-related issues occur with the Salesforce integration. These include:

  1. Expired Token

    • Explanation: Tokens used to connect Salesforce accounts to Primer can expire periodically due to security or session settings.

    • Solution: Reauthorize your Salesforce connection to renew the token.

  2. Inactive User Status

    • Explanation: If the person who initially connected Salesforce to Primer has since become an inactive user in Salesforce, this can disrupt the integration.

    • Solution: Ensure the connected user is active in Salesforce, or reconnect with an active user account.

  3. Changed Permissions

    • Explanation: If the user’s permissions in Salesforce have been changed (e.g., role updates, restricted access), this may lead to integration errors.

    • Solution: Check and, if necessary, update the user permissions in Salesforce to ensure they meet the requirements for connecting with Primer.

Troubleshooting Guide

Regardless of the specific cause, the resolution steps are generally the same:

  1. Reauthorize Salesforce: Disconnect and reconnect Salesforce in Primer to reset the token.

  2. Double-Check User Permissions: Ensure the connecting user has sufficient permissions in Salesforce to maintain integration stability.

Following these steps should resolve most issues with the Salesforce integration. If you continue to encounter errors, please contact Primer support for further assistance.

Salesforce blocks some API access