Salesforce is a powerful CRM (Customer Relationship Management) platform, but users often face login issues, data sync errors, report problems, and automation failures. This guide covers common Salesforce problems, their causes, and step-by-step solutions to keep your CRM running smoothly!
Cause: Incorrect credentials, expired password, or security settings.
Solution:
Check Your Username & Password:
- Reset your password: Forgot Password? Enter Email Check Inbox for Reset Link.
Clear Cache & Try Another Browser:
- Use Google Chrome (recommended) and clear cache (Settings Privacy Clear Browsing Data).
Check Multi-Factor Authentication (MFA) Settings:
- If MFA is required, verify the login code from Salesforce Authenticator, SMS, or email.
Verify IP Restrictions & Network Settings:
- Go to Setup Security Controls Network Access and add your trusted IP range.
Tip: If locked out, ask your Salesforce Admin to reset your credentials!
Cause: Profile restrictions, permission set issues, or record ownership.
Solution:
Check Your User Profile & Permissions:
- Setup Users Profile Object Permissions Ensure you have Read, Edit, Create, Delete access.
Verify Sharing Rules & Role Hierarchies:
- Setup Sharing Settings Adjust access for public, private, or role-based sharing.
Check Field-Level Security:
- Setup Object Manager Fields & Relationships Field-Level Security.
Tip: If an admin recently changed permissions, ask them to restore access!
Cause: Incorrect file format, validation rules, missing fields.
Solution:
Check CSV File Format:
- Must be UTF-8 encoded with comma-separated values.
Verify Required Fields:
- Setup Object Manager Required Fields Ensure all mandatory fields are filled.
Disable Validation Rules Temporarily:
- If rules are blocking uploads, disable them: Setup Validation Rules Deactivate.
Check for Duplicates:
- Use Setup Duplicate Rules Adjust settings to allow imports.
Tip: Use Data Import Wizard for simple imports & Data Loader for large datasets!
Cause: API limits, integration errors, or outdated authentication tokens.
Solution:
Check API Limits:
- Setup Company Information API Requests Used (Ensure you haven’t exceeded the limit).
Reconnect the Integration:
- Reauthenticate in Connected Apps OAuth Tokens Refresh or Reauthorize.
Verify Field Mappings:
- Setup External Data Sources Check Field Mappings.
Enable Debug Logs:
- Setup Debug Logs Identify API failures.
Tip: If a third-party integration fails, update the API version in settings!
Cause: Filters, field visibility, or data permissions.
Solution:
Check Report Filters:
- Reports Filter Panel Ensure date ranges, record types, and field filters are correct.
Run as System Administrator:
- Some reports are restricted by user roles; try running as an admin.
Verify Object & Field-Level Security:
- Setup Object Manager Reports Field-Level Security.
Rebuild the Report:
- If the issue persists, recreate the report from scratch.
Tip: Use "All Time" date range to ensure historical data appears!
Cause: Outdated cache, missing report data, or user access restrictions.
Solution:
Click "Refresh" on Dashboard Page:
- Dashboards do not update automatically—manual refresh required.
Schedule Auto-Refresh:
- Setup Reports & Dashboards Schedule Dashboard Refresh.
Verify Report Data Availability:
- If the report has 0 results, the dashboard widget will be blank.
Tip: Set email notifications for scheduled dashboard updates!
Cause: Incorrect rule criteria, evaluation settings, or timing issues.
Solution:
Check Rule Criteria:
- Setup Workflow Rules Edit Rule Criteria Must Match.
Verify Field Updates Are Allowed:
- If a field is read-only, the workflow won’t update it.
Change Rule Evaluation Type:
- If using "Created Only", switch to "Created & Edited".
Tip: Use Debug Logs to check if the workflow is firing!
Cause: Missing field values, circular references, or API errors.
Solution:
Check Flow Execution Logs:
- Setup Process Builder Error Log.
Ensure All Required Fields Are Populated:
- Missing values can cause process failure.
Disable Conflicting Workflows or Triggers:
- If multiple automations modify the same field, conflicts occur.
Tip: Test with a "Debug Run" before activating a new process!
Cause: Large data sets, browser issues, or excessive background processes.
Solution:
Clear Browser Cache & Cookies:
- Works best in Chrome (Settings Privacy Clear Cache).
Reduce Report & Dashboard Load Times:
- Limit record counts (avoid "All Records" views).
Disable Unused AppExchange Plugins:
- Setup Installed Packages Uninstall Unused Apps.
Tip: Use Salesforce Lightning Experience for better performance!
Cause: Spam filters, incorrect settings, or email deliverability issues.
Solution:
Check Email Deliverability Settings:
- Setup Deliverability Ensure "All Emails" is selected.
Whitelist Salesforce IP Addresses:
- Ask IT to whitelist Salesforce email domains.
Check User Email Preferences:
- Setup Users User Profile Email Preferences.
Tip: Use "Email Logs" to track if messages were sent!
Login Issues? – Reset password, check IP restrictions, clear cache.
Data Not Syncing? – Reauthorize API access, check mappings.
Reports Missing Data? – Fix filters, verify field permissions.
Automations Failing? – Debug workflow rules, test process builders.
Performance Slow? – Optimize reports, clear browser cache, disable unused apps.