Salesforce Integration

Connect your Salesforce account to FluxCascade to sync contacts, accounts, opportunities, and leads.

Overview

Getting Started

Prerequisites

Before connecting Salesforce, ensure you have:

• A Salesforce account (Professional edition or higher)
• System Administrator profile or equivalent permissions
• A FluxCascade account

Step 1: Connect Your Account

1. Go to Connections in FluxCascade
2. Click Add Connection
3. Select Salesforce from the list
4. Choose your Salesforce environment:
   • Production – Your live Salesforce org
   • Sandbox – For testing purposes
5. Click Connect with Salesforce
6. Sign in to Salesforce and authorize FluxCascade

Step 2: Verify Connection

After connecting, you'll see:

• Connected status with a green indicator
• Your Salesforce org ID
• Instance URL
• Last sync time (if applicable)

Supported Objects

Contacts

Salesforce Contacts are people associated with Accounts.

Standard Fields:

• FirstName, LastName, Email
• Phone, MobilePhone
• MailingAddress (Street, City, State, PostalCode, Country)
• AccountId, Title, Department

Accounts

Salesforce Accounts are companies or organizations.

Standard Fields:

• Name, Website, Phone
• BillingAddress, ShippingAddress
• Industry, NumberOfEmployees, AnnualRevenue
• Type, OwnerId

Opportunities

Salesforce Opportunities are sales deals.

Standard Fields:

• Name, Amount, CloseDate
• StageName, Probability
• AccountId, ContactId
• Type, LeadSource

Leads

Salesforce Leads are potential customers not yet converted.

Standard Fields:

• FirstName, LastName, Email
• Company, Title
• Phone, MobilePhone
• Status, LeadSource

Field Mapping Examples

Salesforce Contact to HubSpot Contact

Account to HubSpot Company

Opportunity Stage Mapping

Custom Objects & Fields

Salesforce custom objects and fields are fully supported:

Custom Fields

• Standard custom fields (CustomField__c) are auto-discovered
• Formula fields are read-only (can be synced to other platforms)
• Lookup and Master-Detail relationships are supported

Custom Objects

• Custom objects (CustomObject__c) can be synced
• Contact your sales team for custom object support

Sandbox Support

For testing, connect a Salesforce Sandbox:

1. When connecting, select Sandbox environment
2. Use your sandbox credentials
3. Test your mappings safely before going to production

Required Permissions

Your Salesforce user needs these permissions:

• API Enabled
• View All Data or object-specific read permissions
• Modify All Data or object-specific write permissions (for write operations)

Rate Limits

Salesforce enforces daily API limits based on your edition:

FluxCascade optimizes API usage with bulk operations when possible.

Troubleshooting

Common Issues

"INVALID_SESSION_ID" error
Your session has expired. Reconnect your Salesforce account.

"INSUFFICIENT_ACCESS" error
Your user doesn't have permission to access the requested object. Check your Salesforce profile permissions.

Custom fields not showing
Refresh your connection to reload the schema. Custom fields must be visible to your user profile.

Reconnecting

If you need to refresh your connection:

1. Go to Connections
2. Find your Salesforce connection
3. Click Disconnect
4. Reconnect with the steps above

Getting Help

• Contact support for issues or questions
• Check our changelog for updates

Still Need Help?

Next Steps

• Create a mapping between Salesforce and another platform
• Learn about field transformations
• Set up sync schedules