# Troubleshooting Salesforce

If you're building an audience and you're not seeing fields you have in Salesforce that you'd like to use as filters in Primer, there are a few common blockers in Salesforce to check for:

#### **Credentials**

It's possible the Salesforce credentials you're using to link to your Primer account don't have access to that field/all fields in Salesforce. Go into your Salesforce account and check the settings for those Salesforce users to make sure they have been granted access to all fields.

#### **Field Visibility**

If your Salesforce user credentials check out, check the field itself in Salesforce to confirm it has proper Field Level Accessibility and Field Level Security (be sure to change those settings if your field is set to "Hidden" and/or "Read-Only")

<figure><img src="https://888674264-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FGKE0Prjh2dfbNy05EsHY%2Fuploads%2FmcpqvMOAXsyRuEf43vRq%2FCleanShot%202023-02-23%20at%2013.25.32.png?alt=media&#x26;token=38b6a6d8-cdfe-487f-ad63-3936bcf9a209" alt=""><figcaption></figcaption></figure>

<figure><img src="https://888674264-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FGKE0Prjh2dfbNy05EsHY%2Fuploads%2Fud9BkxuwVlMBptd3X5Rj%2FCleanShot%202023-02-23%20at%2013.26.53.png?alt=media&#x26;token=9ff2be60-3e2e-4986-bf38-115d3a059205" alt=""><figcaption></figcaption></figure>

<figure><img src="https://888674264-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FGKE0Prjh2dfbNy05EsHY%2Fuploads%2F2WIYgyGhS9a3zbISO240%2FCleanShot%202023-02-23%20at%2013.28.15.png?alt=media&#x26;token=da645320-c1f3-42cb-a23a-954dad1462ee" alt=""><figcaption></figcaption></figure>

#### Inability to See All Records

<figure><img src="https://888674264-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FGKE0Prjh2dfbNy05EsHY%2Fuploads%2FLLZT2DgzR9WNtrMKIgCP%2Fimage.png?alt=media&#x26;token=a4c65317-4ecf-403c-bff7-3bbe2a975e74" alt=""><figcaption></figcaption></figure>

When you upload 1st party data (like Salesforce records) into Primer, the system performs an **entity matching** process. This matching ensures that the contacts in your data are accurately identified within Primer's database. The process is akin to a **quality control procedure** that verifies the validity and completeness of the data before using it for audience creation.

Lower-than-expected match rates can occur due to factors such as data quality, incomplete fields (e.g., missing emails or phone numbers), outdated records, or differences in data formats. Primer’s goal is to ensure that only verified, accurate data gets used, which may sometimes result in a smaller portion of your data matching initially.


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://support.sayprimer.com/primer/connections/setting-up-crm/salesforce-integration/troubleshooting-salesforce.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.