Salesforce Sales Cloud

To integrate Sales Cloud with your Sleeknote account, first, you need to set up a connected app in Salesforce and locate your API information.

Watch this video to learn how or follow the steps below. 👇

Set Up a Connected App in Salesforce

  1. Go to Platform Tools > Apps > App Manager
  2. Select “New Connected App”.
  3. Fill in “Connected App Name”, “API Name” and “Contact Email”. (These are just for your own identification.)
  4. Enable OAuth Settings and enter a callback URL. (You won’t need this field but it’s required by Salesforce. You can just enter your own domain. 😊)
  5. Add all available OAuth scopes.
  6. Scroll down to the bottom, click “Save” and then “Continue”.
  7. On the next screen, click the Manage button at the top and then “Edit Policies.”
  8. Change the IP Restrictions to "Relax IP restrictions" and save at the bottom of the page.

Find the API Information in Salesforce

  1. Go to Platform Tools > Apps > App Manager
  2. Find your newly created Connected App in the list, click the small down arrow on the right, and select “View”.
  3. Copy your “Consumer Key” and “Consumer Secret” to your clipboard.

Set Up Your Integration in Sleeknote

  1. Go to the Integrations step of your Campaign Builder, select Salesforce from the list of available email service providers, and click “Continue”.
  2. Enter your Salesforce integration user credentials, along with the Consumer Key and Secret you copied earlier, and click “Authenticate”.
  3. If you wish to send signups to a Salesforce account you can choose one in the dropdown menu before you click “Continue”, but this is optional. 
  4. Map your campaign’s input fields to your Salesforce fields to make sure that the data we send is handled correctly in your CRM.
  5. If you wish to send signups to a Salesforce campaign, you can tick off this box, and select a campaign in the dropdown menu:
  6. Click “Save Integration” and activate your campaign as usual.

Now, your new email leads will automatically be added to the Salesforce Sales Cloud list or campaign you specified. 🎉

💭 Note: Salesforce is compatible with Multistep campaigns.