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Documentation Index

Fetch the complete documentation index at: https://docs.flowla.com/llms.txt

Use this file to discover all available pages before exploring further.

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Overview

The Flowla Salesforce integration enables automatic two-way synchronization of opportunity, contact, and account data between Salesforce and Flowla. This allows your team to:
  • View and manage rooms inside your opportunities
  • Pull in CRM data to personalize rooms automatically
  • Push Flowla engagement data (views, form submissions, completions) back into Salesforce

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Setup Instructions

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Prerequisites

Before you begin, make sure you have:
  • Salesforce Edition: Enterprise, Unlimited, or Developer edition (the integration requires API access, which is not available on Salesforce Essentials)
  • Salesforce Admin access: You need admin-level permissions to install packages and modify page layouts

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Step 1: Install the Flowla Managed Package

The managed package installs the Flowla component, configures trusted URLs, sets up API permission sets, and creates the necessary external credentials — all automatically.
1

Install the Flowla managed package

Use this installation link — you will be redirected to the Salesforce AppExchange / package installer.
2

Select Install for All Users

Choose Install for All Users so every user can see Flowla data on their opportunity records, then click Install.
3

Approve Third-Party Access

If prompted, check the box and click Continue — this allows the package to communicate with Flowla’s API.
4

Wait for the confirmation email

Salesforce will send a confirmation email once installation is complete. This may take a few minutes. To verify: go to Setup → Installed Packages and confirm Flowla is listed as Installed.

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Step 2: Connect Salesforce to Flowla

This step links your Salesforce org to your Flowla workspace. The OAuth connection automatically handles API credential setup and user assignments that were previously done manually.
1

Open Integrations in Flowla

Go to Integrations, find Salesforce, and click Connect.
2

Log in with a Salesforce admin account

You will be redirected to Salesforce’s OAuth login screen. Log in with a Salesforce admin account — the account used here determines the API access level for the integration.Use a dedicated integration user or admin account — not a personal user account. If that user is deactivated, the integration will break. The connecting user must have API Enabled and admin rights in their Salesforce profile.
3

Allow permissions

Review the permissions Flowla is requesting and click Allow. You will be redirected back to Flowla and the Salesforce CRM card should be connected.

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Step 3: Add the Flowla Component to the Opportunity Page Layout

This step embeds the Flowla widget directly inside your Salesforce opportunity records so users can see Flowla room and detailed activity without leaving Salesforce.
1

Open Edit Page on an Opportunity

Open the Sales Console app, navigate to any Opportunity record, click the gear icon (⚙) in the top-right corner, and select Edit Page.
2

Add the Flowla Aura Component

In the Lightning App Builder, find the Flowla Aura Component in the left-hand panel (search for “Flowla”) and drag and drop it onto your preferred location on the layout.
3

Save and activate

Click Save. When prompted to activate, select Assign as App Default so the change applies to all users, then click Back to exit the builder. To verify: open any Opportunity record — the Flowla widget should appear in the position you placed it. If the opportunity is linked to a Flowla room, engagement data will appear automatically.

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FAQ & Troubleshooting

This means the API credentials were not automatically configured during the OAuth connection. You’ll need to set them up manually:
  1. In Salesforce, go to Setup
  2. Search for Named Credentials in the Quick Find box
  3. Click on External Credentials tab
  4. Find and click on the Flowla API external credential
  5. Scroll down to the Principals section and find FlowlaAPIPrincipal
  6. Click the arrow (▸) next to FlowlaAPIPrincipal and select Edit
  7. Under Authentication Parameters, add a new parameter:
    • Parameter Name: ApiKey
    • Value: Copy your API key from Flowla → Settings → Integrations → Salesforce → Settings & more
  8. Click Save
  9. Go back to the Opportunity page and refresh — the Flowla card should now load the linked room data
This means that specific user is missing the Flowla API permission set assignment. To fix it:
  1. In Salesforce, go to Setup
  2. Search for Permission Sets in the Quick Find box
  3. Find and click on Flowla API
  4. Click Manage Assignments
  5. Click Add Assignment
  6. Search for and select the user who is experiencing the issue
  7. Click Assign
  8. Ask the user to refresh their Opportunity page — the Flowla card should now work for them