Troubleshoot Salesforce connection setup

Use this guide to troubleshoot errors when you connect to the Salesforce connector in Workato.

Salesforce connection failed: Action failed due to server error

The action failed due to server error message displays when you click Connect to establish a Salesforce connection and it fails.

Salesforce connection fails with an action failed due to server error message

Complete the following steps to resolve this error and successfully establish a Salesforce connection:

1

Verify the domain. Use the correct Salesforce domain or custom domain:

• Set the Sandbox field to Yes if your Salesforce domain ends with .sandbox.my.salesforce.com, or No if it ends with .my.salesforce.com.

2

Open your connected app and ensure the following options are unchecked, since Workato doesn’t support these OAuth flows:

• Require Proof Key for Code Exchange (PKCE) Extension for Supported Authorization Flows
• Enable Authorization Code and Credentials Flow

3

Add Workato IPs to your allowlist. Refer to the IP allowlists section for more information.

4

Confirm that Salesforce doesn't block Workato. If the Workato connector is blocked, go to Manage Apps > Connected Apps OAuth Usage, then click Unblock next to the app name.

Unblock Workato in SFDC