---
title: "Good to know about Salesforce"
slug: "good-to-know-about-salesforce"
description: "Learn more about request limits, historical range, and things to consider when using the Salesforce data source in Supermetrics"
updated: 2026-09-10T08:15:35Z
published: 2026-09-10T08:15:35Z
canonical: "docs.supermetrics.com/good-to-know-about-salesforce"
---

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

# Good to know about Salesforce

This article outlines recommendations and notes certain limitations imposed by the data source API, which you may need to consider when building your queries.

If you’re connecting to Salesforce, follow the instructions in our [connection guide](/v1/docs/salesforce-connection-guide). See [Salesforce metrics and dimensions](/v1/docs/salesforce-fields) for the fields available in this data source.

## Request limits and recommended refresh rate

**Request limit**: Depends on your Salesforce edition, see Salesforce documentation for more information:

- [API Request Limits and Allocations](https://developer.salesforce.com/docs/atlas.en-us.salesforce_app_limits_cheatsheet.meta/salesforce_app_limits_cheatsheet/salesforce_app_limits_platform_api.htm)
- [API Limits and Monitoring Your API Usage](https://developer.salesforce.com/blogs/2024/11/api-limits-and-monitoring-your-api-usage)

**Recommended refresh window**: 2-3 days

## Historical range

There are no known limitations to the historical range of data you can pull with the Salesforce data source connector.

## Accounts in Salesforce

In the Salesforce connector, each CRM portal is considered a separate account within the connection.

Your Supermetrics subscription determines the number of [data source accounts](https://docs.supermetrics.com/docs/about-data-source-accounts) you can use simultaneously.

## Things to consider

### Amount metric and currency mixing

Amount discrepancies can possibly be caused by a known issue with currencies being mixed. If you select only the “Amount” metric, different currencies will be mixed and summed. To solve it, use the “Convert currencies to the organization default currency” option, or add a currency dimension to the query.

### Custom objects

Custom objects are supported to a certain limit. Basically, Supermetrics retrieves all the objects for the Salesforce account and filters them by availability to be reported on. Then Supermetrics takes the first 150 of these and fetches the fields for them, which are then treated as custom fields in our system.

### Task, Opportunity, and Lead objects

Task, Opportunity, and Lead objects can’t be pulled together. Supermetrics doesn’t have the capability to have interconnected objects that would allow this. Use or create fields and custom fields from each object to work.

## More resources

- [Salesforce connection guide](/v1/docs/salesforce-connection-guide)
- [Salesforce: Permissions troubleshooting guide](/v1/docs/salesforce-permissions-troubleshooting-guide)
- [Salesforce report building guide](/v1/docs/salesforce-report-building-guide)
- [Salesforce metrics and dimensions](/v1/docs/salesforce-fields)