Connecting Salesforce to Troops
Common questions and troubleshooting
Brittany Parkinson avatar
Written by Brittany Parkinson
Updated over a week ago


But wait...I don't use Salesforce!

Currently, Salesforce is the only CRM supported by Troops. If you were hoping to use Troops with a different CRM, let us know which one.

How many of my API calls will Troops use?

When you first sign up with Troops, we initially utilize a number of calls to sync your Salesforce data. This creates a baseline, so we can recognize if you close an opportunity that has been updated in that time frame, for example. After that, we use minimal calls for daily upkeep.

What authentication do you use to connect to my Salesforce account?

We use web-standard OAuth v2 to connect your Salesforce (and Slack) accounts to Troops.

Run into an error connecting?

Error: No API Access

To use Troops you need Salesforce API access, which requires either an Enterprise account or a Professional + API account.

If you think you have API access but still can't use Troops, you may not have your API access enabled. Here's how.

How can I check to see what type of Salesforce account I have?

A quick way to check is navigating to your Home tab in Salesforce and looking at the name in your browser tab (e.g. “ - Professional Edition”). Hovering will show you the whole title if need be.

Alternatively, head to Setup (next to your name on the right side of the main header). Once there, click Administer at the top of the left sidebar. The header of the next page will say your edition (e.g. “Enterprise Edition” or “Professional Edition”).

Data privacy and security

How do you use my data and keep it safe?

We take data privacy very seriously. You can check out our privacy policy at, and we’re always happy to answer any questions you may have. 

Connecting your user data

We use all the industry best practices to be PCI-compliant and protect Personally Identifiable Information (PII).

We use OAuth v2 for retrieving and storing access to the third party integrations and will never store your username/password. This is an industry standard for accessing 3rd party information securely.

It also provides an ability for you, the client, to disconnect Troops from your integrations on demand at any time. The tokens are used to retrieve and relay information to the user.

Storing your user data

For most of our features (e.g., Search and Reporting), we hit the Salesforce API directly without storing any data. This means none of your data is stored on our servers.

However, there are some features (e.g., Gong) that do require us to store data in order to have a "history state" to detect change and allow the feature to function properly. We store the minimum amount required for those to work if they are turned on.

We use industry-standard Amazon Web Services (AWS) as our database service provider.

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