Summary / When to Use This
The Salesforce Diagnostic Tool helps you quickly confirm whether your Salesforce integration is set up correctly. It runs a series of tests on user permissions, API access, and object availability so you can identify connection or access issues before they cause problems. Use this tool any time you’re setting up a new integration, troubleshooting sync issues, or verifying user access levels.
Before You Begin
Make sure your Salesforce account is connected under Settings > Integrations+.
You’ll need a Salesforce user with API access. Some tests also require higher-level permissions like Modify All Data or Modify Metadata.
Have a test record handy (such as an Opportunity) to run diagnostics against.
Steps to Follow
1. Open the Diagnostic Tool
In OnRamp, go to Settings > Integrations+.
Find Salesforce, then click Run Diagnostic Tools.
2. Select an Object
From the Object Type dropdown, choose the Salesforce object you want to test (for example, Opportunity).
In the Search by Field dropdown, pick how you want to find the record (such as by Name).
Enter or select a record to run diagnostics against.
3. Run the Tests
Click Start.
OnRamp runs a series of checks, including:
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)
4. Review the Results
Green check ✅ = Success
Red X ❌ = Issue detected
If an error occurs, the results panel shows details such as:
INSUFFICIENT_ACCESS – your Salesforce user doesn’t have the right 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 Levels: Ask your Salesforce admin to grant field-level or object-level permissions for the user running the integration.
Modify All Data / Metadata Errors: Some tooling actions require higher-level admin permissions in Salesforce. Confirm that your integration user has these enabled.
404 Not Found Errors: Double-check that the Salesforce record still exists and is accessible to the user account.
Safe to Ignore? Not all failures block basic OnRamp functionality. Focus on the items tied to the workflows or objects you actively use.