Question

Unable to connect Zapier to Salesforce with existing app connections.

  • 31 January 2024
  • 2 replies
  • 39 views

Hello,

 

We have 5+ app connections to Salesforce, which means we can’t connect Zapier because it would be in addition to this. The help articles are only suggesting that I go into and manage these existing connections and disable one in order to get Zapier to work. Well that would work, but then I wouldn’t be able to use the existing app. We need all of the apps, so can’t get rid of one. 

Does anyone know of a solution to connect Zapier in addition to these existing apps without disabling something else.

Thank you! 


2 replies

Userlevel 1

Hello,

 

We have 5+ app connections to Salesforce, which means we can’t connect Zapier because it would be in addition to this. The help articles are only suggesting that I go into and manage these existing connections and disable one in order to get Zapier to work. Well that would work, but then I wouldn’t be able to use the existing app. We need all of the apps, so can’t get rid of one. 

Does anyone know of a solution to connect Zapier in addition to these existing apps without disabling something else.

Thank you! 

You're in a tricky situation as Salesforce only allows 5 connected app access tokens for all third-party apps, including Zapier. Disabling an existing app isn't ideal, so let's explore some alternatives:

1. Negotiate with Salesforce:

  • Upgrade your Salesforce edition: Higher editions typically offer more connected app access limits. Explain your workflow needs to your Salesforce representative and see if upgrading is a viable option.
  • Request an exception: Explain to Salesforce the criticality of both existing apps and Zapier. Sometimes, they can grant temporary or permanent exceptions based on specific needs.

2. Explore alternative connection methods without connected apps:

  • OAuth tokens: Some apps offer alternative authentication methods like OAuth tokens. Check if any of your existing apps support this, allowing them to coexist with Zapier without exceeding the connected app limit.
  • API integrations: Zapier can sometimes connect to apps through direct API integrations, bypassing the need for connected apps. However, this depends on the specific app and might require technical expertise.

3. Optimize your existing app connections:

  • Review connected apps: Analyze which connected apps are actively used and which might be dormant or redundant. Consider disconnecting unused apps to free up a slot for Zapier.
  • Use dedicated integration users: If multiple apps within a platform use the same connected app, consider assigning them individual integration user accounts. This can consolidate them under one app connection while enabling separate access management.

4. Consider alternative automation tools:

  • Zapier alternatives: Explore other automation platforms like MuleSoft or Workato that might offer higher connection limits or alternative integration methods for Salesforce.
  • Custom development: If none of the above solutions work, consider developing custom scripting or coding solutions to automate tasks instead of relying on a third-party tool.

Additional tips:

  • Contact Zapier support: Consult their team directly to discuss your specific situation and see if they have any additional insights or solutions.
  • Research Salesforce communities: Look for forums and communities where Salesforce users discuss integrations and app connections. You might find valuable insights and experiences from others who faced similar challenges.

Remember, the best solution will depend on your specific needs, budget, and technical resources. Evaluate each option carefully and choose the one that best balances your automation requirements with Salesforce's limitations.

Userlevel 7
Badge +14

Hi @Ygam 

Look into using Salesforce automation rules that fire a webhook: https://help.salesforce.com/s/articleView?id=sf.c360_a_create_a_data_action_target_of_webhook_type.htm&type=5

 

Zap trigger: Webhook - Catch Hook

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