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Fix Drata → Salesforce Sync Issues (Not Working, Errors, Duplicates)

🔧 3 Common Issues

Diagnose and resolve common sync problems. We've documented the 3 most common issues, their root causes, and exactly how to fix them. See step-by-step fixes for duplicates, missing fields, rate limit errors, and connection issues.

critical 40% Frequency

Security controls not syncing to Salesforce

Also searched as: "Drata Salesforce security controls not syncing to salesforce"

#1 API Permissions Issue 50% likely

📋 How to Diagnose

  1. 1. Drata > Settings > Integrations > Salesforce
  2. 2. Check if integration status is 'Connected'
  3. 3. Verify Salesforce connected app permissions
  4. 4. Ensure API user has 'Modify All' permissions on custom objects

✓ Solution

Reconnect Salesforce integration in Drata. Verify API user permissions. Check if connected app has access to custom objects.

⏱️ Est. time: 15 min

#2 Field Mapping Errors 30% likely

📋 How to Diagnose

  1. 1. Drata > Integration > Salesforce > Field Mappings
  2. 2. Check if required fields are mapped correctly
  3. 3. Verify data types match between Drata and Salesforce
  4. 4. Look for any validation rule errors in Salesforce

✓ Solution

Update field mappings in Drata. Fix data type mismatches. Resolve Salesforce validation rules blocking sync.

⏱️ Est. time: 20 min

#3 Control Type Mismatch 20% likely

📋 How to Diagnose

  1. 1. Drata > Controls > Control Types
  2. 2. Check if control types match Salesforce picklist values
  3. 3. Verify control type field mapping configuration

✓ Solution

Update control type picklist values in Salesforce to match Drata. Reconfigure field mapping for control type.

⏱️ Est. time: 10 min

View Setup Guide
high 30% Frequency

Incident reports not creating Salesforce cases

Also searched as: "Drata Salesforce incident reports not creating salesforce cases"

#1 Case Object Configuration 40% likely

📋 How to Diagnose

  1. 1. Salesforce > Setup > Objects and Fields > Object Manager > Case
  2. 2. Check if case record type configuration matches Drata settings
  3. 3. Verify required fields for case creation
  4. 4. Check if case assignment rules are active

✓ Solution

Update case record type configuration. Ensure required fields are optional or pre-populated. Verify assignment rules are active.

⏱️ Est. time: 15 min

#2 Custom Field Requirements 35% likely

📋 How to Diagnose

  1. 1. Drata > Integration > Salesforce > Field Mappings > Incidents
  2. 2. Check if all required custom fields are mapped
  3. 3. Verify field-level security settings for API user
  4. 4. Look for validation rule errors on case creation

✓ Solution

Update field mappings to include required custom fields. Adjust field-level security. Fix validation rules blocking case creation.

⏱️ Est. time: 20 min

#3 Webhook Failures 25% likely

📋 How to Diagnose

  1. 1. Drata > Settings > Webhooks
  2. 2. Check if incident report webhook is active
  3. 3. Verify webhook URL and secret
  4. 4. Look for webhook failure logs in Drata

✓ Solution

Reconfigure incident report webhook in Drata. Verify webhook URL and secret. Check Salesforce webhook listener configuration.

⏱️ Est. time: 10 min

View Setup Guide
medium 25% Frequency

User access data not updating

Also searched as: "Drata Salesforce user access data not updating"

#1 Profile Permissions 45% likely

📋 How to Diagnose

  1. 1. Salesforce > Setup > Users > Profiles
  2. 2. Check if API user has 'View All' and 'Modify All' permissions on User object
  3. 3. Verify profile has access to user role and profile fields
  4. 4. Check if field-level security blocks access to certain fields

✓ Solution

Update API user profile permissions. Adjust field-level security settings. Ensure user role and profile fields are accessible.

⏱️ Est. time: 15 min

#2 User Deactivation Workflow 30% likely

📋 How to Diagnose

  1. 1. Salesforce > Setup > Process Automation > Workflow Rules
  2. 2. Check if user deactivation workflow is active
  3. 3. Verify workflow rule criteria and actions
  4. 4. Look for workflow failure logs

✓ Solution

Update user deactivation workflow. Fix workflow rule criteria. Ensure workflow actions are correctly configured.

⏱️ Est. time: 20 min

#3 API Rate Limits 25% likely

📋 How to Diagnose

  1. 1. Salesforce > Setup > System > System Overview
  2. 2. Check API call limits usage
  3. 3. Verify Drata integration API usage
  4. 4. Look for rate limit exceeded errors in Drata logs

✓ Solution

Adjust Drata sync frequency. Implement API call limiting. Consider upgrading Salesforce edition for higher API limits.

⏱️ Est. time: 10 min

View Setup Guide

Step 1: Try the Official Integration

Direct connection

Start with the native integration if available. It's usually the most reliable, but may have limitations.

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