Integrating Salesforce with SleekFlow boosts lead management and automates follow-ups. Sync various record details between Salesforce and SleekFlow, and use Flow Builder to design complex workflows. Manage conversations, automate workflows, and create broadcast campaigns for enhanced efficiency and collaboration. In this article, we will guide you through connecting and managing your Salesforce organization with SleekFlow.

Connecting a Salesforce organization

You can follow the steps below to set up your Salesforce integration:

1. Click on the icon on the left-hand navigation bar
2. You will be redirected to the “Integrations” page
3. Under “CRM integrations” section, you will find the “Salesforce” section
   
4. Click on the “Connect button”, you will then be redirected to the “Connect Salesforce” page
5. In the “Connect Salesforce” page, you can select whether to connect to a Salesforce product site or a Salesforce Sandbox
   
6. After selecting the integration environment, click the “Continue on Salesforce” button at the bottom of the page
7. You will be redirected to the Salesforce log-in page. Log in and authorize access on Salesforce
8. You will be redirected back to the Salesforce dashboard on SleekFlow once the connection is successful

Managing your connected Salesforce organization

You can review and manage all of your connected Salesforce Organization in the Salesforce dashboard, to access the dashboard, you can follow the steps below:

1. Click on the icon on the left-hand navigation bar to go to the “Integrations” page
2. Under “CRM integrations” section, you will find the “Salesforce” section
   
3. Click on “Manage integration”, and you will be redirected to Salesforce dashboard

Renaming your Salesforce organization

To rename the Salesforce organization, follow the steps below:

1. In the Salesforce dashboard, hover on the Salesforce organization you would like to rename
2. Click on the button, and select “Rename”
   
3. Rename the organization in the “Connection name” text box
   
4. Click “Rename” and your organization name will be updated
    

Disconnect your Salesforce organization

To disconnect your Salesforce organization, follow the steps below:

1. In the Salesforce dashboard, hover on the Salesforce organization you would like to disconnect from
2. Click on the button, and select “Disconnect"
   
3. A warning modal will show up, click “Delete” to confirm the disconnection
   
4. Your Salesforce organization will be disconnected from your SleekFlow account

Re-connecting your Salesforce organization

There might be occasions when your Salesforce integration is disconnected. For example, the authorization expired. In these cases, your Salesforce organization connection status will be changed to “Disconnected”, and any flows with the Salesforce node that has the organization selected will fail to perform the relevant trigger or action.

To resolve this, you can reconnect your connection by following the steps below:

1. Go to the Salesforce dashboard
2. Click on the button of the Salesforce organization you would like to reconnect. This button only appears for connections that are “Disconnected”.
   
3. Follow the steps in Connecting a Salesforce organization

Mapping users between SleekFlow and Salesforce

Mapping users between SleekFlow and Salesforce allows you to synchronize user information and enhance collaboration between the two platforms. While this step is optional, it can provide several benefits:

1. Unified user management: By mapping Salesforce and SleekFlow users, you can sync information between both platforms, ensuring consistency and up-to-date user data. This reduces errors and improves communication among team members.
2. Streamlined communication: Facilitate better communication and collaboration among team members by having access to updated user data.
3. Automated processes: Enable automation of workflows that involve both SleekFlow and Salesforce, enhancing efficiency and productivity.
    

To map the users between the platforms, follow the steps below:

1. In the Salesforce Dashboard, select “Manage settings” for the organization you want to map users for.
   
    
2. Under the “SleekFlow user” dropdown, select the SleekFlow user you want to map, then choose the associated Salesforce user.
   
   
   
3. To map additional users, click on “+ Add new mapping.” A new row will appear for you to fill in.
4. Once you have completed all the mappings, click “Save” to save your changes.
5. When a new contact is synced from Salesforce, it is automatically assigned to the corresponding SleekFlow user based on the mapping. Likewise, when a contact is created in Salesforce, the contact owner in SleekFlow will be assigned according to this mapping when the contact syncs to SleekFlow.

Utilizing your Salesforce connection

Once you have successfully connected your Salesforce organization to SleekFlow, you can leverage this integration to enhance your workflows using SleekFlow’s Flow Builder. With your Salesforce data at your fingertips, you can automate processes, streamline communication, and create personalized experiences for your customers.

By utilizing the Salesforce nodes in the Flow Builder, you can perform various actions, such as retrieving customer information, updating records, and triggering events based on specific criteria. This powerful integration allows you to create seamless workflows that enhance productivity and improve your overall business operations.

For detailed instructions on setting up the Salesforce node in Flow Builder, please refer to our Flow Builder Setup Guides for Salesforce triggers and Salesforce actions.

Troubleshooting your Salesforce integrations

What permission do I need to grant on Salesforce in order for SleekFlow Salesforce custom object Flow Builder nodes to work?

If you notice that you did not grant sufficient permissions for the Flow Builder Salesforce nodes to work, follow the steps below:

To proceed, you will first need to confirm the Salesforce profile you used to log in to Salesforce through SleekFlow. Follow the steps below to verify this: 

1. Sign into the Salesforce account you used during the integration with SleekFlow
2. Click on your avatar located in the top-right corner of the screen and select “Settings”
   
    
3. Under “My Personal Information,” select “Advanced User Details”
   
   
    
4. Look for “Profile” to identify the role of your Salesforce account
   

Once you have identified the role of your Salesforce account, you can follow the steps below to update your profile permission: 

1. Click on “Setup” in the top-right corner of the navigation bar. You will be redirected to the Salesforce “Setup” home page
   
    
2. In the “Quick Find” search bar, input “Profiles,” and click on “Profiles” under “Users”
   
    
3. Find the profile name that matches the one you identified in Step 4 in the previous section, and click “Edit”
   
    
4. You will be redirected to the page for editing profile permissions. Scroll down, locate “Modify All Data,” and click “Save”
   
    
5. You can now enjoy Salesforce custom object-related triggers and actions in Flow Builder