Salesforce custom fields not appearing in mapping screen

I have completed the initial configuration of the Salesforce integration per the documentation. The connection is established and standard objects (Account, Contact, Opportunity) are visible in the FieldPulse mapping interface. However, I have confirmed that custom fields created in Salesforce are not appearing as available fields for mapping.

Specifically, I have verified the following:

  1. The custom fields are created on the Opportunity object in Salesforce.
  2. The API names are properly formatted (using __c suffix as expected).
  3. The FieldPulse integration user has read access to these fields via the assigned Profile and Permission Sets.
  4. The fields are populated with data in at least one existing Opportunity record.
  5. I have attempted to refresh the field list in the FieldPulse mapping screen using the "Refresh Fields" button located at the bottom of the mapping table.

The Salesforce organization is running API version 59.0. FieldPulse account is on the Enterprise tier.

Is there a known limitation regarding which field types are exposed, or is there a synchronization delay I should account for? I have waited approximately 45 minutes since field creation in case caching is involved.

Reference: Configuration performed per Connecting FieldPulse to Salesforce.

Parents
  • Thank you for the response. I have confirmed that Field-Level Security is configured correctly — the integration user's Profile has "Visible" enabled for all custom fields in question. None are formula or encrypted fields. They are standard text, number, and picklist field types.

    I have also verified that the integration user can retrieve these fields via direct SOQL query through the Salesforce Developer Console, which suggests the API permissions are functioning correctly at the Salesforce layer.

    Is there a specific API version requirement or metadata refresh interval on the FieldPulse side that I may have missed in the documentation?

Reply
  • Thank you for the response. I have confirmed that Field-Level Security is configured correctly — the integration user's Profile has "Visible" enabled for all custom fields in question. None are formula or encrypted fields. They are standard text, number, and picklist field types.

    I have also verified that the integration user can retrieve these fields via direct SOQL query through the Salesforce Developer Console, which suggests the API permissions are functioning correctly at the Salesforce layer.

    Is there a specific API version requirement or metadata refresh interval on the FieldPulse side that I may have missed in the documentation?

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