[Preview] Salesforce - Notes on API limit and permissions
General
This tool is able to execute read queries on your Salesforce and to list the available Objects in your Salesforce.
How It Works
- You ask a question in plain language (like "Give me an account summary of xx" or "What's the pipeline for this quarter?").
- The agent translates your question into a Salesforce query (SOQL).
- It fetches the relevant data from your Salesforce.
- You get back a clear answer based on your current Salesforce data.
No need to write complex queries - the connection handles the technical parts for you!
Data Synchronization
The tool query Salesforce only when a user interact with an agent. There is no synchronization of your Salesforce data with Dust.
Salesforce API Limits
Depending on your Salesforce, you have a different API limitations:
| Salesforce API limits | Per 24-hour period for an org. |
|---|---|
| Developer Edition | 15000 |
| Enterprise Edition | 100,000 + (number of licenses x calls per license type) + purchased API Call Add-Ons |
| Unlimited Edition | 100,000 + (number of licenses x calls per license type) + purchased API Call Add-Ons |
You can view your daily API usage in the System Overview page in Setup. It indicates your org’s API usage over the preceding 24 hours and as a percentage of your Daily API Request Limit (source).
It’s important to understand that you query it each time you ping an agent associated with Salesforce data.
You can define API Usage notifications in your org to monitor your API usage against your API limits. An email notification will be sent when your org exceeds a specified threshold, as a percentage of the Daily API Request Limit, within a specified time period.
Important
Your actual API limits and costs may vary based on your Salesforce configuration and additional purchased API capacity. Please review your organization's specific Salesforce licensing terms and API allowances to ensure our integration aligns with your available quota and budget
Permissions
Data Access Security
Queries are executed using the permissions of the user.
This means users might have different output depending of the data they have access to in Salesforce.
Managing Access by Space
As Admin you are able to keep the tool by default on the open Company Space or to change the setting to limit it to restricted space(s).
See how access controls and space permissions work in Dust.
Tool Setup guide
Tips for your Salesforce Agents
- Even though the agent is quite smart to discover the data structure, we recommend taking the time to properly explain what data is actually relevant for your use case in your agent instructions, especially if it involves Custom Objects. A relevant Account Summary can be very different from one business to another.
- When working with Custom Objects, note that custom field names typically end with "__c". Document any important custom field mappings or relationships specific to your implementation in your agent instructions.
Updated 1 day ago