Welcome to the integration setup guide for connecting your Salesforce account with the Flowcode platform. This guide will walk you through the steps needed to establish a connection between Salesforce and our platform, allowing you to automatically send contact information collected from our conversion flows directly to your Salesforce instance.
Please note: you must reach out to your CSM to have integrations enabled. Once enabled you’ll be able to access to set up the integration.
Prerequisites to get started
Before you begin the integration process, please ensure you have the following:
An active Salesforce account with administrative privileges
Your Flowcode login credentials
First, configure the Salesforce integration in your Workspace
Step 1:
Log in to your Flowcode account and navigate to the Workspace where you need to set up the integration.
Step 2:
Navigate to the Manage button on the bottom left side of your screen to get to your workspace settings.
Step 3:
Select the 'Integrations' tile. Once you click on the tile, select the Salesforce integration tile and then select 'Connect App'.
Step 4: Authenticate and connect to your Salesforce account
Click 'Connect' on the righthand side of Salesforce box below 'Connect your account'.
Next, log in to your Salesforce account on the OAuth modal that appears.
Then, click 'Next' at the bottom of the screen in your Flowcode tab.
Step 5: Configure field mapping
Click 'Next' at the bottom of the screen.
Dropdowns for all fields (standard and custom) on the conversion flows that you created will appear.
Adjust mappings for the fields to the desired field in Salesforce.
The fields available for mapping to will automatically be pulled from your Salesforce Contacts table.
Click 'Next' at the bottom of the screen.
Step 6: Select sync frequency
Select an option for the sync frequency (e.g. every 30 minutes).
Click 'Save' or 'Save & Sync Now'.
Finally, verify the integration
Step 1: Submit a test contact
Scan the code for one your conversion flows, fill out the form experience, and submit the information.
Step 2: Sync the integration
Navigate back to to the Integrations tab. Go to Manage > Integrations (bottom left navigation).
Click 'Sync Now' on the Salesforce integration tile.
Step 3: Check the data flow
Click on the ellipsis to the right of 'Sync Now' and navigate to Sync Logs to monitor sync status and logs.
Check in your Salesforce account to verify that the expected Contacts are appearing after syncing
Troubleshooting common issues
Connection errors: Ensure all credentials are entered correctly and that your Salesforce account has the necessary permissions.
Data not syncing: Check the data mapping in the integration settings on your platform and adjust as necessary.
Need support?
If you encounter any issues or have questions, please contact our support team at [email protected], or read common FAQs about the integration. We are here to help ensure your integration process is smooth and efficient.
And now, you're good to go
Congratulations on successfully configuring the Salesforce integration with our platform! You are now ready to streamline the transfer of contact information and IDs directly into your Salesforce instance, enhancing your data management capabilities.