Salesforce Integration Overview ✨
Fluint's Salesforce integration creates a connection between your CRM and Fluint workspace. This integration automatically syncs your opportunities (deals), contacts, accounts, and email activity, ensuring deal context in Fluint always reflects your latest Salesforce data. Documents generated in Fluint will also sync back to your Salesforce records as files, keeping entire teams aligned.
Coming soon: You'll also be able to sync Fluint data (think: MEDDPICC info, next steps) back to custom fields in your SFDC instance.
Why Connect Salesforce?
Our Salesforce integration provides several key benefits:
Automatic deal sync - Opportunities import into Fluint for all licensed reps without manual creation
Real-time updates - Changes (such as opportunity stage) in Salesforce reflect automatically in Fluint and can be tied to content actions, like Playbooks.
Email activity tracking - Salesforce email messages sync to relevant deals as additional context that better enable Olli's output abilities.
Content sync-back - Documents generated in Fluint (business cases, deal reviews, account plans, etc.) attach to Salesforce opportunity records
How the Integration Works
Fluint's Salesforce integration is designed to be lightweight and straightforward:
OAuth Connection
Single OAuth connection
Recommended: Set up a dedicated API integration user (not tied to a single person)
No managed package installation required
API-Based Sync
Fluint pulls data from Salesforce APIs on a time interval
Read-level integration for most objects
Minimal impact on your Salesforce API limits (throttled for large instances)
What Gets Synced with Fluin:
Opportunity stages (to match Fluint's pipeline stages)
Opportunity records (deals with names, stages, owners, and key details)
Contacts associated with opportunities
Email messages related to opportunities
Account records
Content Sync-Back:
Documents created in Fluint are stored as Content Document objects in Salesforce
Each document update creates a new Content Version
Files appear on the opportunity record under the Files related list
Salesforce Prerequisites & Configuration
Before connecting Fluint to Salesforce, your Salesforce admin needs to configure several settings to ensure a smooth integration:
1. Verify Your Salesforce Edition Supports API Access
Salesforce editions offer different levels of API access, which can affect how the Fluint integration works. Before setting up your integration, confirm whether your Salesforce edition includes API access.
Some editions include full API access by default, while others may offer limited access or require additional purchases
To check if your Salesforce edition supports the necessary API access, please refer to Salesforce's official documentation on API access by edition
If your Salesforce edition does not include the required API access, contact your Salesforce account representative to upgrade your edition
2. Create and Configure Integration User
The user that connects the Salesforce integration should either be a System Administrator or a user that has been assigned a user profile with sufficient permissions.
We do not use managed packages; the integration is API-based and requires a SFDC standard user license.
A. Create a Custom User Profile: To create a new user profile for the integration:
Log in to Salesforce
Go to Setup
In the Quick Find box, search for Profiles
Click on the New button
Choose an existing profile to clone - you'll need to use a Standard User
Important: Please ensure that you clone a user profile with the Salesforce User License.
B. Configure User Profile Permissions: After creating the profile, you'll need to set specific permissions:
Go to Setup > Profiles
Select the user profile you created
Click Edit at the top of the page
Ensure the checkboxes for the necessary permissions below are checked:
Required Administrative Permissions:
API Enabled ✓
One of the following:
Approve Uninstalled Connected Apps - Choose this if API Access Control isn't enabled
Use Any API Client - Choose this if API Access Control is enabled (can be enabled by contacting Salesforce Customer Support)
Additional Required Permissions:
View Setup and Configuration ✓
View Roles and Role Hierarchy ✓
Manage Custom Permissions ✓
Customize Application ✓
Modify Metadata Through Metadata API Functions ✓
Allows Users to Modify Named Credentials and External Credentials ✓
Click Save at the top or bottom of the page
Required Salesforce Object Permissions
Your Salesforce admin will need to grant Read access to the following objects and fields for the integration user:
1. User Object
Object Permission: Read
Required Fields:
Id (User ID)
FirstName
LastName
Username
IsActive
Purpose: Identifies Salesforce users and matches them to Fluint accounts via email address.
2. OpportunityStage Object
Object Permission: Read
Required Fields:
Id (Opportunity Stage ID)
ApiName
DefaultProbability
Description
ForecastCategory
ForecastCategoryName
IsActive
IsClosed
IsWon
MasterLabel
SortOrder
Purpose: Syncs your Salesforce opportunity stages to Fluint's deal pipeline stages.
3. Opportunity Object
Object Permission: Read
Required Fields:
Id (Opportunity ID)
Name (Opportunity Name)
StageName
OwnerId
IsClosed
IsDeleted
CreatedDate
Type
Purpose: Syncs your Salesforce opportunities as deals in Fluint.
4. Contact Object
Object Permission: Read
Required Fields:
Id (Contact ID)
FirstName
LastName
Purpose: Syncs contact information associated with your opportunities.
5. EmailMessage Object
Object Permission: Read
Required Fields:
Id (Email Message ID)
ActivityId
BccAddress
CcAddress
EmailTemplateId
FirstOpenedDate
FromAddress
FromName
Headers
HtmlBody
Incoming
IsBounced [May require special permission]
IsClientManaged [May require special permission]
IsDeleted
IsExternallyVisible
IsOpened
IsTracked
LastOpenedDate
MessageDate
MessageIdentifier
Name (Subject)
ParentId [May require special permission]
RelatedToId
ReplyToEmailMessageId
Status
Subject
TextBody
ThreadIdentifier
ToAddress
ValidatedFromAddress
Purpose: Syncs email activity related to opportunities, providing rich context for your deals.
Note: Some EmailMessage fields may require special Salesforce permissions or Enhanced Email features to be enabled.
Recommended Salesforce Object Permissions
Your Salesforce admin will need to grant Read access to the following objects if you use them in your organization. These are optional, but highly recommended:
1. Task Object
Object Permission: Read
Required Fields:
Id (Task ID)
Subject
Description
TaskSubtype
WhatId
WhoId
ActivityDate
OwnerId
Status
Priority
IsClosed
IsDeleted
CreatedDate
LastModifiedDate
CallDurationInSeconds
CallDisposition
CallType
CallObject
Purpose: Syncs Salesforce tasks to associate activities with deals in Fluint.
2. Event Object
Object Permission: Read
Required Fields:
Id (Event ID)
Subject
Description
WhatId
WhoId
StartDateTime
EndDateTime
OwnerId
Location
IsAllDayEvent
IsDeleted
Purpose: Syncs Salesforce calendar events to associate meetings and activities with deals in Fluint.
3. OpportunityContactRole Object
Object Permission: Read
Required Fields:
Id (OpportunityContactRole ID)
ContactId
OpportunityId
Role
IsPrimary
IsDeleted
Purpose: Maps stakeholder relationships between Contacts and Opportunities, enabling Fluint to identify key decision-makers and influencers on deals.
4. Account Object
Object Permission: Read
Required Fields:
Id
Name
OwnerId
Website
Industry
BillingCity
BillingState
BillingCountry
IsDeleted
Purpose: Syncs Salesforce account data to enrich deal context with company details like industry, location, and website.
Setting Object and Field Permissions
For Custom User Profile - Object Access
Click the gear icon in the top-right corner and select Setup
In the left-hand search bar, type Object Manager and open it
Choose the object you need (for example, Account, Opportunity, Contact, etc.)
Go to Object Access in the left navbar
Select the Profiles tab at the top
Click Edit and grant the necessary permissions for the custom user profile that you created:
If the integration needs to read data, ensure that Read, View All Records, and View All Fields are checked
If the integration needs to write data (for content sync-back), ensure that all boxes are checked
For Standard User Profile - Field-Level Security
Click the gear icon in the top-right corner and select Setup
In the left-hand search bar, type Object Manager and open it
Select the object you want to configure
Select Fields & Relationships from the left navbar
Find the field you want to adjust and click it
Click Set Field-Level Security
Ensure the checkbox for Visible is selected for the user profile you're using for the integration
If the user profile is not visible in this list, it means that it does not have access to the object. You should choose a different user profile or create a custom user profile as described above
Repeat for all fields that the integration needs to read, especially custom fields
Configuring Opportunity Page Layout
To ensure that documents synced from Fluint are visible to your team, you need to add the Files related list to your Opportunity page layout.
To add Files related list:
Go to Setup
Search for Object Manager in the Quick Find box
Click on Opportunity
Select Page Layouts from the left sidebar
Click on the page layout your team uses (typically Opportunity Layout)
Scroll down to the Related Lists section
If Files is not already present, drag it from the palette on the left into the Related Lists section
Click Save
This allows users to see content documents synced from Fluint directly on the Opportunity record.
Connecting Fluint to Salesforce
Prerequisites:
Salesforce admin access
Team plan in Fluint
User list already added in Fluint
Integrations admin access in Fluint
⚠️ Make sure your list of users have been added to Fluint first before connecting SFDC! That will ensure best results for the initial backfill.
Implementation Steps:
1. Create Integration User (Recommended)
Set up a dedicated API integration user in Salesforce
This ensures the connection isn't tied to a single person's account
Grant the user appropriate permissions (see Required Permissions above)
2. Connect in Fluint
Go to Settings > Integrations
Select Salesforce and enter your SFDC subdomain
Click "Connect to Salesforce"
Authenticate using your integration user credentials
Review and approve the permission requests
3. Install All Integration Objects within Fluint
*In order, top to bottom is recommended:
4. Configure Backfill Parameters (optional)
*Discuss with your CSM during Onboarding if additional filtering like the below is needed:
Date range - From beginning of time, last year, last two years, etc.
Stage or record type filters - Such as excluding Closed Lost deals, or Renewal records
Owner matching - Only opportunities owned by licensed Fluint users will sync
Consider deal volume to avoid cluttering user dashboards
5. Verify Integration
Once installed, Fluint will perform an initial data import to populate existing deals
Check your Fluint deal pipeline
Look for the Salesforce logo on deal cards
Verify that active opportunities are appearing correctly
Understanding User and Deal Matching
Email-Based Matching: Fluint matches users by comparing email addresses in Fluint to user email addresses in Salesforce. This is how the system connects the two platforms.
Opportunity Owner Sync:
Fluint imports opportunities based on the Opportunity Owner field
Only opportunities owned by licensed Fluint users will sync
Opportunities owned by users not in Fluint are excluded from import
When new users are added to Fluint, a backfill runs to load their opportunities
Data Retention:
Once an opportunity is imported to Fluint, data is retained even if the user exits your company
Data can be purged upon request for GDPR compliance
Implementation Checklist ✨
Verify Salesforce edition supports API access
Configure refresh token policy to "Refresh token is valid until revoked"
Set IP Relaxation to "Relax IP restrictions"
Verify API access control settings (Permitted Users)
Create dedicated API integration user in Salesforce
Ensure your user profile has a Salesforce User License
Grant all required administrative permissions to profile
Grant all required object and field permissions
Configure field-level security for all required fields
Add Files related list to Opportunity page layout
Ensure user list has been provided to Fluint for license assignment
Determine backfill parameters (date range, stage filters)
Connect Salesforce via OAuth in Fluint Settings
Install objects within Fluint, in order: User → Opportunity Stage → Opportunity → Contact → Email Message
Verify deals are syncing correctly
Test document creation and sync-back to Salesforce
Security & Data Privacy 🔒
No data is deleted in Salesforce by the integration
Content sync-back only occurs when you explicitly generate documents
All data transmission is encrypted
GDPR compliance: User data can be purged upon request
Troubleshooting Common Issues
Integration Not Syncing
Problem: Opportunities aren't appearing in Fluint
Verify the integration user has Read access to all required objects and fields
Check that opportunities are owned by licensed Fluint users
Confirm email addresses match between Salesforce and Fluint
Review backfill parameters and date range filters
Permission Errors
Problem: Error messages about insufficient permissions
Verify the integration user profile has "API Enabled" checked
Confirm either "Approve Uninstalled Connected Apps" or "Use Any API Client" is enabled
Check that field-level security is set to Visible for all required fields
Ensure object-level permissions include Read and View All Records
Token Expiration
Problem: Integration stops working after a period of time
Verify refresh token policy is set to "Refresh token is valid until revoked"
Confirm IP Relaxation is set to "Relax IP restrictions"
Reconnect the integration in Fluint Settings if needed
Documents Not Appearing in Salesforce
Problem: Fluint-generated documents aren't showing on Opportunity records
Verify the Files related list is added to the Opportunity page layout
Check that the integration user has Create access to ContentDocument objects
Confirm the opportunity exists in both Salesforce and Fluint
SFDC FAQs
Q: Do I need to install a managed package? A: No, Fluint uses OAuth and standard Salesforce APIs. No package installation is required.
Q: Will this affect my Salesforce API limits? A: Fluint's integration is designed to be lightweight and throttled for large instances, so the impact on API limits is minimal.
Q: Can I sync opportunities from multiple Salesforce orgs? A: Currently, Fluint supports one Salesforce org per Fluint workspace.
Q: What happens if a user leaves the company? A: Their opportunity data remains in Fluint unless you request it to be purged for GDPR compliance.
Q: Can I filter which opportunities sync to Fluint? A: Yes, you can work with your Fluint team to configure filters based on date range, stage, record type, or other criteria.
Q: How often does data sync? A: Fluint pulls data from Salesforce APIs on a regular time interval to keep information up-to-date. Data is typically up to date within 5-10 minutes.
Q: Can I customize which fields sync? A: The standard integration syncs the fields listed in this guide. For custom field syncing, please contact your Fluint CSM.
Getting Help
If you encounter issues with your Salesforce integration:
Live chat - Click the chat icon in Fluint
Email support - support@fluint.io
Include details - Specific error messages help troubleshooting
Custom requirements - Contact your CSM for custom filtering