Run the Salesforce Diagnostic Tool

Last updated: March 13, 2026

The Salesforce Diagnostic Tool runs a series of automated checks on your integration — user permissions, API access, and object availability — so you can catch connection issues before they cause problems. Use it when setting up a new integration, troubleshooting sync issues, or verifying user access levels.

Before You Begin

  • Confirm your Salesforce account is connected under Settings > Integrations+.
  • You’ll need a Salesforce user with API access. Some tests also require Modify All Data or Modify Metadata permissions.
  • Have a test record handy (such as an Opportunity) to run diagnostics against.

Steps

  1. Go to Settings > Integrations+ in OnRamp.
  2. Find Salesforce and click Run Diagnostic Tools.
  3. From the Object Type dropdown, choose the Salesforce object to test (e.g. Opportunity).
  4. In the Search by Field dropdown, pick how to find the record (e.g. by Name), then select a specific record.
  5. Click Start.

OnRamp runs checks across three areas:

  • User and Org Info — current user, available APIs, org limits
  • CRM Interactions — object listing, access levels, record reads/writes
  • Tooling Configuration — workflow and metadata API access

Reading the Results

  • ✅ Green check = success
  • ❌ Red X = issue detected

Common errors and what they mean:

  • INSUFFICIENT_ACCESS — your Salesforce user doesn’t have the required permissions.
  • NOT_FOUND — the selected record or external ID doesn’t exist or isn’t accessible.
  • 400 errors — usually tied to missing Modify All Data / Metadata permissions.

Tips & Troubleshooting

  • Missing Object Access: Ask your Salesforce admin to grant field-level or object-level permissions for the integration user.
  • Modify All Data / Metadata errors: Confirm the integration user has these enabled in Salesforce.
  • 404 Not Found: Double-check the record still exists and is accessible to the integration account.
  • Safe to ignore? Not all failures block basic OnRamp functionality — focus on items tied to the workflows and objects you actively use.