Salesforce Sales Cloud Integration

This integration will create or update a Salesforce contact. It ensures that user data collected in Flarie Studio is seamlessly synced to Salesforce, enabling CRM enrichment, personalized email marketing, automated workflows, and advanced contact segmentation.

 

Configuration

The following Salesforce credentials are required to authenticate and correctly pass data to Salesforce. 

Client Id 
Client Secret

How to generate your authentication credentials

1. Go to Advanced Setup
sf-1

2. Go to Apps -> Apps Manager -> Press New Connected App 
sf-2

3. Create a Connected App
sf-3

4. Provide Details. Callback URL is required, but not used for this integration. 
sf-4

5. Select appropriate Oauth Scopes and requirements. 
sf-5

6. Next Press Manage Consumer Details. You will be prompted to verify your account before seeing your client id and client secret. Salesforce will in this step call them consumer_key and consumer_secret
sf-6

7. Next navigate to Manage Connected Apps and press edit on the one you just created.
sf-7

8. Press the Icon next to Client Credentials Flow -> Run as Lookup and Select a User. This is required in order to create an authentication token in the integration. 
sf-8


BaseUrl - To connect to Salesforce you need to add your BaseUrl 

1. Go to Company Settings -> My Domain. Make sure to use Current My Domain URL but remove salesforce.com 
sf-mydomain

External Id 
SalesForce recommended approach for integrations is to create an external id. Below is a guide for how you create an external Id. 
1. Open Advanced Settings and press Object Manager. Scroll Down to Contact
sf-11

2. Go to Fields & Relationships. In the column Field Name you will find the Salesforce Sales Cloud Key you will use within Flarie Studio. Press New to create a field. 
sf-12

3. Select Text as Data Type
sf-12-1

4. Name your Label and set the Length. Make sure to check "Unique" and "External Id"
sf-14

5. Redo step 2 in order to get your External Id from the field you just created. 

 

Payload Requirements

This section defines what is mandatory to send to Salesforce. 

Email - the core identifier for a Salesforce contact. Required in order to create or update a contact. 

 

 

Pass additional Flarie Parameters to Salesforce

You may pass additional parameters to Salesforce. This can be done by passing a value on either a default field within Salesforce or by creating a custom field. 

See guide regarding External Id above in order to create a custom field or learn how to get the Field Name. The Field Name is what you will use as the Salesforce Sales Cloud Key within Flarie Studio.

Flarie Studio: 

📦 Events & Payload — Explore available triggers and payload formats

Screenshot 2025-04-07 at 22.17.43