> ## 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.

# Salesforce

> Connect Salesforce to Flowla to sync opportunities, contacts, and engagement data automatically.

<Tabs>
  <Tab title="Current Version">
    ## Overview

    Connect Salesforce to Flowla and your deal rooms and CRM stay in sync — no manual work required. Pull in opportunity, contact, and account data to personalise rooms automatically, and push buyer engagement back into Salesforce so your CRM always reflects what's happening in the deal.

    The Flowla Salesforce integration enables automatic two-way synchronisation 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

    <img src="https://mintcdn.com/flowla/2uMTkfpf2a7ohms2/product-images/salesforce/sf-intro.png?fit=max&auto=format&n=2uMTkfpf2a7ohms2&q=85&s=de8ce6a72198039ed8bec2c97f6b0504" width="2940" height="1662" data-path="product-images/salesforce/sf-intro.png" />

    ***

    ## Setup Instructions

    ### 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

    ### 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.

    <Steps>
      <Step title="Install the Flowla managed package">
        Use this [installation link](https://login.salesforce.com/packaging/installPackage.apexp?p0=04tJ7000000kkZeIAI) — you will be redirected to the Salesforce AppExchange / package installer.
      </Step>

      <Step title="Select Install for All Users">
        Choose **Install for All Users** so every user can see Flowla data on their opportunity records, then click **Install**.

        <img src="https://mintcdn.com/flowla/2uMTkfpf2a7ohms2/product-images/salesforce/install-package-all.png?fit=max&auto=format&n=2uMTkfpf2a7ohms2&q=85&s=5e15f91e91410aec26408f44c70812d4" width="2940" height="1662" data-path="product-images/salesforce/install-package-all.png" />
      </Step>

      <Step title="Approve Third-Party Access">
        If prompted, check the box and click **Continue** — this allows the package to communicate with Flowla's API.

        <img src="https://mintcdn.com/flowla/2uMTkfpf2a7ohms2/product-images/salesforce/sf-approve.png?fit=max&auto=format&n=2uMTkfpf2a7ohms2&q=85&s=fb308d14adfd73343a8a5484500fa0de" width="2940" height="1662" data-path="product-images/salesforce/sf-approve.png" />
      </Step>

      <Step title="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**.
      </Step>
    </Steps>

    ***

    ### 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.

    <Steps>
      <Step title="Open Integrations in Flowla">
        In the left sidebar, click **Integrations**. Find **Salesforce** and click **Connect**.

        <img src="https://mintcdn.com/flowla/2uMTkfpf2a7ohms2/product-images/salesforce/sf-integrations.png?fit=max&auto=format&n=2uMTkfpf2a7ohms2&q=85&s=f962c26564a834af1f83f1436abb021b" width="2940" height="1662" data-path="product-images/salesforce/sf-integrations.png" />
      </Step>

      <Step title="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.
      </Step>

      <Step title="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.

        <img src="https://mintcdn.com/flowla/2uMTkfpf2a7ohms2/product-images/salesforce/sf-auth.png?fit=max&auto=format&n=2uMTkfpf2a7ohms2&q=85&s=3482012d1a440d7da5c7cb24b52596d6" width="2940" height="1662" data-path="product-images/salesforce/sf-auth.png" />
      </Step>
    </Steps>

    ***

    ### 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.

    <Steps>
      <Step title="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**.

        <img src="https://mintcdn.com/flowla/2uMTkfpf2a7ohms2/product-images/salesforce/sf-app-builder.png?fit=max&auto=format&n=2uMTkfpf2a7ohms2&q=85&s=759207ce8ea2f2d8f66d45eefb138dc5" width="2940" height="1662" data-path="product-images/salesforce/sf-app-builder.png" />
      </Step>

      <Step title="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.

        <img src="https://mintcdn.com/flowla/2uMTkfpf2a7ohms2/product-images/salesforce/sf-lighning-drag.png?fit=max&auto=format&n=2uMTkfpf2a7ohms2&q=85&s=677ed0a01f81767a0e67d42c03a61bb6" width="2940" height="1664" data-path="product-images/salesforce/sf-lighning-drag.png" />
      </Step>

      <Step title="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.

        <img src="https://mintcdn.com/flowla/2uMTkfpf2a7ohms2/product-images/salesforce/sf-lighthning-save.png?fit=max&auto=format&n=2uMTkfpf2a7ohms2&q=85&s=49037a1286bf71cd7c4cc1d230ca88b0" width="2940" height="1662" data-path="product-images/salesforce/sf-lighthning-save.png" />
      </Step>
    </Steps>

    ***

    ## CRM Integrations

    * **Stale variable fix:** When the primary company or contact on a deal changes, all synced CRM variables now refresh immediately. No more outdated names, emails, or fields showing the previous contact's data (HubSpot & Salesforce)

    ## Meeting list & single meeting blocks

    Meetings that auto-sync into your rooms can now be surfaced directly as content blocks inside the editor — closing the loop between meeting intelligence and your buyer-facing rooms.

    * Add a **meeting list block** to display all meetings linked to the room, automatically populated as new calls are matched and synced
    * Add a **single meeting block** to highlight a specific call — title, description, date, and attendees rendered cleanly inline
    * Meetings are **linked** from room, not duplicated — any update to the meeting data reflects everywhere it's used
    * When you add a meeting block, a picker opens to select from the room's matched meetings, making it easy to pull in the right call without manual work
    * The meeting list stays in sync automatically — as new calls are matched to the room via auto-sync, they appear in the block without any manual action

    ***

    ## Mapping Salesforce properties to variables

    Any Salesforce property — from opportunities, contacts, or accounts — can be mapped to a Flowla variable and used anywhere in your rooms and templates.

    <Steps>
      <Step title="Open CRM settings">
        In the left sidebar, click **Integrations**, then click **CRM settings**.
      </Step>

      <Step title="Open Salesforce settings">
        Find Salesforce and click **Settings**.
      </Step>

      <Step title="Go to the Sync from Salesforce tab">
        Click the **Sync from Salesforce** tab.
      </Step>

      <Step title="Select a Salesforce object">
        Search for or select the object you want to pull from: **Opportunity**, **Contact**, or **Account**.
      </Step>

      <Step title="Find the property">
        Browse or search for the specific property within that object (for example, *Close Date* or any custom property on the object).
      </Step>

      <Step title="Name the Flowla variable">
        Edit the variable name as you'd like it to appear in Flowla, then click **Add**.
      </Step>
    </Steps>

    Once added, the variable is immediately available to insert in any room or template. It populates automatically from the linked Salesforce opportunity whenever a room is created or the opportunity data updates.

    <video autoPlay muted loop playsInline src="https://mintcdn.com/flowla/qZSAEIVorJ2tsWR_/images/integrations/mapping_custom_salesforce_property.mp4?fit=max&auto=format&n=qZSAEIVorJ2tsWR_&q=85&s=3c54331aa576e3817d75eaa3e793ec1c" data-path="images/integrations/mapping_custom_salesforce_property.mp4" />

    <Note>This works for any property on standard objects (Opportunity, Contact, Account), including custom properties you've added to those objects. For Salesforce **custom objects**, use an Autopilot workflow to pull the data instead — see [Salesforce automations](/automations/Salesforce).</Note>

    ***

    ## FAQ & Troubleshooting

    <AccordionGroup>
      <Accordion title="The Flowla card is not showing data for a linked Opportunity for all users">
        **Likely cause:** API credentials were not automatically configured during the OAuth connection.

        **Fix:** Set them up manually in Salesforce:

        1. Go to **Setup** → search for **Named Credentials** → click the **External Credentials** tab
        2. Find and click **Flowla API**, then scroll to **Principals** → **FlowlaAPIPrincipal** → **Edit**
        3. Under **Authentication Parameters**, add: **Parameter Name** `ApiKey`, **Value** = your API key from **Flowla → Integrations → Salesforce → Settings & more**
        4. Click **Save**, then refresh the Opportunity page
      </Accordion>

      <Accordion title="Only one specific user cannot see Flowla room data on Opportunities (other users are fine)">
        **Likely cause:** That user is missing the Flowla API permission set assignment in Salesforce.

        **Fix:** Go to **Setup** → **Permission Sets** → **Flowla API** → **Manage Assignments** → **Add Assignment**. Search for the affected user, click **Assign**, and ask them to refresh the page.
      </Accordion>
    </AccordionGroup>
  </Tab>

  <Tab title="Legacy Version">
    Connecting Salesforce to Flowla lets you automatically pull in your deals, contacts, and company data, so you can personalize rooms at scale and trigger powerful workflows based on CRM activity.

    *Once it's set up, the connection is active for your entire team on Flowla.*

    ### Why Integrate Salesforce with Flowla?

    Connecting Salesforce to Flowla gives you a powerful two-way sync between your CRM and your customer-facing rooms.

    At its core, the integration allows you to:

    * **Pull in CRM data** to personalize rooms automatically
    * **Push Flowla engagement** (views, form submissions, completions) back into Salesforce
    * Keep everything aligned across tools and teams, without manual work

    When paired with **automated workflows**, it becomes even more powerful: You can trigger actions based on CRM events, auto-update Salesforce when buyers take key actions, and build an always-on sales system.

    *(All your deal room activity synced to Salesforce)*

    ### What You Can Do With the Integration

    By combining the two-way sync with automated workflows, you can:

    ✅ **Personalize rooms automatically** using Salesforce fields like company name, logo, contact info<br />
    ✅ **Trigger workflows** from CRM events, like opportunity stage changes or creation<br />
    ✅ **Push engagement data** (e.g. form submitted, section unlocked) back to Salesforce<br />
    ✅ **Update CRM fields or create tasks** based on room activity using workflows<br />
    ✅ **Keep Salesforce as your source of truth**, without needing manual copy-paste<br />
    ✅ **Power your entire revenue process**, from deal creation to onboarding, with integrated data and actions

    Learn more about [building automated workflows](/automations/automations-overview) to connect room activity with your CRM.

    ### How to set it up

    <Steps>
      <Step title="Add Flowla as a trusted URL">
        In Salesforce, go to **Setup → CSP Trusted Sites**. Add `https://app.flowla.com` and check all required CSP Directives.
      </Step>

      <Step title="Connect your Salesforce account">
        In the left sidebar, click **Integrations**. Click **Connect** under Salesforce and complete the authentication flow.
      </Step>

      <Step title="Install the Flowla Salesforce Package">
        Install the package for **All Users** using the [Flowla for Salesforce installer](https://login.salesforce.com/packaging/installPackage.apexp?p0=04tJ7000000kaBbIAI).
      </Step>

      <Step title="Add Flowla to your Opportunity page">
        Go to the **Sales Console App**, open any opportunity, and click the ⚙️ icon → **Edit Page**. Drag and drop the **Flowla Aura Component** onto the layout, click **Save**, and activate the page as **App Default**.
      </Step>

      <Step title="Assign the Flowla API Permission Set">
        Go to **Setup → Permission Sets → Flowla API → Manage Assignments**. Add the relevant users (e.g. Sales or CS team).
      </Step>

      <Step title="Set up External Credentials">
        Search for **Named Credentials**, go to the **External Credentials** tab, find `Flowla API`, and edit `FlowlaAPIPrincipal`. Add your API key under **Authentication Parameters**.

        <Note>Find your Flowla API key by going to **Integrations → Salesforce → Settings & more**.</Note>
      </Step>
    </Steps>

    <Card title="Build Salesforce workflows" icon="bolt" href="/automations/Salesforce" arrow="true" cta="Learn more">
      Create automated workflows triggered by Salesforce events like opportunity stage changes.
    </Card>
  </Tab>
</Tabs>