Questions about integrating your Salesforce account with the Flowcode platform? Explore frequently asked questions below.
What is the purpose of the Salesforce integration?
The Salesforce integration allows you to seamlessly transfer contact information collected through your Conversion Flows directly into your Salesforce instance. This enhances data management and enables more effective organization for your 1st-party data.
What are the prerequisites for integrating Salesforce with our platform?
You need an active Salesforce account with administrative rights and a valid Enterprise account on the Flowcode platform.
Which Salesforce editions are supported by this integration?
Our integration supports Salesforce Essentials, Professional, Enterprise, and Unlimited editions. Please ensure that your edition includes API access.
How do I find my Salesforce API credentials?
Salesforce API credentials can be obtained by creating a Connected App within your Salesforce account. This process involves setting up OAuth settings under the App Manager and noting the Consumer Key and Consumer Secret.
Can I customize the fields that are mapped to Salesforce?
Yes, you can customize the data fields mapped between our platform and Salesforce. This can be configured in the Manage > Integrations (bottom left navigation) section of a Workspace in your account.
How to troubleshoot common issues —
If you're running into blockers with your integration, there are a few potential solutions you could explore.
Problem 1: Unable to establish a connection between the platform and Salesforce
Solution:
Ensure that you have correctly entered your login credentials correctly on the OAuth modal that pops up.
Check if your Salesforce account has the necessary permissions and API access enabled.
Verify that there are no typos or spaces in your credentials.
Problem 2: Data is not syncing correctly to Salesforce
Solution:
Review the data mapping settings in the integration configuration to ensure the correct fields are linked.
Check if any required fields in Salesforce are missing values when data is sent from our platform.
Ensure that there are no network or firewall issues blocking the sync process.
Check sync logs to ensure successful runs. If they were not successful, the logs will include a list of errors on failed records during sync time.
Problem 3: Receiving error messages about API limits
Solution:
Salesforce imposes API limits which can be exceeded with high data volumes. Consider optimizing the frequency of data transfers or increase your API limit by contacting Salesforce support.
Monitor your API usage in Salesforce to manage and plan data sync activities better. Flowcode uses Salesforce’s Composite API to bulk sync in batches of 200 in an effort to minimize the API calls required to run syncs.
Problem 4: Changes in the platform are not reflected in Salesforce
Solution:
Check if the recent changes fall within the sync interval. Some integrations sync data at set intervals, so immediate changes may not appear until the next sync.
Check sync logs to ensure successful runs. If they were not successful, the logs will include a list of errors on failed records during sync time.
Need help still? Support is here
If your issue persists or you have further questions, please do not hesitate to contact our customer support team at [email protected]. Our team is dedicated to ensuring your experience with our platform is smooth and beneficial.