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Salesforce FAQs

  • Updated on Nov 4, 2026
  • Published on Aug 21, 2024
  • 2 minute(s) read
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Salesforce FAQs

Select from the following list of Technical FAQs. Browse through these FAQs to find answers to commonly raised questions. If you're a new customer of one of the services below, we encourage you to read through the relevant articles.

Q: How to disable object scanning in Salesforce by SaaSify mapping screen?

To disable object scanning in Salesforce by SaaSify mapping screen, follow these steps:

  1. Navigate to Settings by clicking the gear icon at the top right corner of the Salesforce interface and select Setup from the dropdown menu.

  2. Under Custom metadata types - SaaSify Settings, edit the mapping field suggestion. Set the setting value to NO.

  3. By doing this, the options will no longer be populated by default, and you can manually enter the object and property into the mapping screen.

Q: How to add Spektra support to your SF instance?

To grant Spektra support access to your Salesforce instance, follow these steps:

  1. Log in to Salesforce account using your credentials.

  2. Navigate to Settings Click on the gear icon located at the top right corner of the Salesforce interface to access the Settings menu.

  3. In the Settings menu, choose the My Personal Information option. This will open a new page with your personal details.

  4. Locate the section titled Grant account login access on the My Personal Information page.

  5. Provide Spektra Support Credentials Enter the necessary credentials for Spektra support to access your account. This information should be provided by Spektra.

  6. Once you have entered the required credentials, click the Save button to apply the changes.

Q: Can we connect both ISV production & UAT SFDC environment to SaaSify UAT at the same time?

No. One SaaSify instance can only be connected with one Salesforce instance at a time.

Q:  How do I resolve “Obsolete Reports” and “Dashboard Limit” errors when installing the SaaSify package in Salesforce?

To resolve these errors, follow the steps below:

Issue 1 – Obsolete Reports

  1. Navigate to Setup. Click the gear icon in Salesforce and select Setup.

  2. Open Object Manager. Search for and open the Partner Funding/Funding object.

  3. Enable Allow Reports. Click Edit and select the Allow Reports checkbox.

  4. Save and retry. Save the changes and retry the package upgrade.

Issue 2 – Dashboard Limit

The upgrade includes a dynamic Funding dashboard set to Run as logged-in user. This error occurs when your production org has reached its Salesforce dynamic dashboard limit.

  1. Identify unused dynamic dashboards. Review existing dashboards configured to run as the logged-in user.

  2. Free up a dashboard slot. Change an unused dashboard to Run as specified user, or delete it.

  3. Empty the Recycle Bin. If you delete a dashboard, permanently remove it from the Recycle Bin.

  4. Retry the package upgrade. Once a dynamic dashboard slot is available, retry the upgrade.