Integrate Sleeknote with Salesforce

To integrate Salesforce with your Sleeknote account, first, you need to create an External Client App in Salesforce and locate your API information.

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

[https://www.loom.com/share/c1844c88c27d46569f89e9486b617c4e]

Create an External Client App in Salesforce

1. Go to Setup, search for "external client" and select External Client App Manager. Click "New External Client App".

2. Fill in "External Client App Name", "Contact Email" and set Distribution State to "Local". (The name is just for your own identification.)
3. Tick "Enable OAuth" and enter a callback URL. (You won't need this field but it's required by Salesforce. You can enter https://login.salesforce.com/services/oauth2/success 😊)
4. Under OAuth Scopes, add "Manage user data via APIs (api)".

5. Under Flow Enablement, tick "Enable Client Credentials Flow" and click "Create". Your setup should look like this:

    

6. 

7. On your new app's page, go to the Policies tab and click "Edit".
8. Tick "Enable Client Credentials Flow" and enter the username the integration should run as. Signups will be created with this user's permissions.

💡Tip: The username is not always the same as your email. You can find it in Setup by searching for "Users" and copying it from the "Username" column. 

8. Under App Authorization, set the Refresh Token Policy to "Immediately expire refresh token" and click "Save".

Find the API Information in Salesforce

1. Go to the Settings tab on your app's page and click "Consumer Key and Secret" under OAuth Settings.

2. Copy your "Consumer Key" and "Consumer Secret" to your clipboard.

3. In Setup, search for "domain" and select My Domain. Copy your "Current My Domain URL" as seen in the first line.

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 My Domain URL along with the Consumer Key and Secret you copied earlier, and click "Authenticate".

3. Map your campaign's input fields to your Salesforce fields to make sure that the data we send is handled correctly in your CRM.

4. Click "Save Integration" and activate your campaign as usual.

Now, your new email leads will automatically be added to Salesforce 🎉

💭 Note: Salesforce is compatible with Multistep campaigns.

💡 If you have any questions about the Salesforce integration, you can reach out to our support team at mail@sleeknote.com or directly via the chat icon!