---
title: "Salesforce FAQs"
slug: "salesforce-faqs"
updated: 2026-11-04T07:52:38Z
published: 2026-11-04T07:52:38Z
canonical: "docs.saasify.ai/salesforce-faqs"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.saasify.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Salesforce FAQs

# Salesforce FAQs

## Salesforce-related 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.