Salesforce Integration Overview
Fluint’s Salesforce integration creates a seamless 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.
Key Benefits:
Automatic deal sync – Opportunities import into Fluint for all licensed reps without manual creation
Updates – Changes in Salesforce (like stage updates) reflect in Fluint
Email activity tracking – Salesforce email messages sync to relevant deals as additional context for Olli
Content sync-back - Documents generated in Fluint (business cases, deal reviews, account plans, etc.) attach to Salesforce opportunity records
What Gets Synced
Object | Description | Required |
Users | User information for mapping deal owners | ✓ Required |
Stages | Stage metadata for pipeline visualization | ✓ Required |
Opportunities | Sales opportunities and deals | ✓ Required |
Contacts | Contact information for stakeholders | Recommended |
Accounts | Company and organization information | Recommended |
Email Messages | Email communications linked to opportunities | Recommended |
Tasks | Follow-up calls, emails, and to-dos | Optional |
Events | Calendar events and meetings | Optional |
Contact Roles | Links contacts to opportunities with roles | Optional |
Step-by-Step: Connecting Salesforce
The integration wizard guides you through four simple steps: Connect → Configure → Sync → Complete.
Step 1: Connect
Go to Settings → Integrations in Fluint
Find the Salesforce card and click Connect
Enter your Salesforce subdomain (the part before
.my.salesforce.com)Example: If your Salesforce URL is
acme.my.salesforce.com, enteracme
Click Connect with Salesforce
A new browser tab opens with Salesforce’s authorization screen
Log in to Salesforce (if not already logged in)
Review the permissions and click Allow
The tab will close automatically and Fluint will confirm the connection
Tip: We recommend using a dedicated integration user account rather than a personal account. This ensures the connection isn’t disrupted if someone leaves the organization.
Step 2: Configure
Select Objects to Sync
Review the available Salesforce objects
Required objects (Users, Stages, Opportunities) are pre-selected and cannot be deselected
Check additional objects you want to sync:
Contacts (Recommended) – Sync stakeholder information
Accounts (Recommended) – Sync company details
Email Messages – Sync email activity linked to opportunities
Tasks – Sync follow-up tasks and calls
Events – Sync calendar meetings
Contact Roles – Sync contact-to-opportunity relationships
Configure Filters (Optional)
Fluint allows you to filter which records sync from Salesforce:
Record Type Filter:
Include or exclude specific Salesforce record types
Useful for excluding renewal opportunities or specific business units
Opportunity Type Filter:
Filter by the “Type” field on opportunities
Example: Only sync “New Business” opportunities
Stage Filter:
Include or exclude specific opportunity stages
See which stages are marked as Open or Closed
Custom Field Filters:
Add filters based on custom Salesforce fields
Operators: equals, not equals, contains, does not contain
Note: Work with your Fluint CSM during onboarding to configure optimal filters for your organization.
Choose Backfill Period
Select how much historical data to import:
Option | Description |
Last 30 days | Quick setup – recent opportunities only |
Last 60 days | 2 months of history |
Last 90 days | 3 months of history |
Last 6 months | Recommended – good balance of history and speed |
Last year | Full year of data |
All time | Complete history (may take longer) |
You can also check “Skip backfill” if you only want to sync new records going forward.
Click Save & Continue
Step 3: Sync
The sync process begins automatically:
Fluint imports your historical data based on your configuration
Watch real-time progress for each object:
Pending – Waiting to start
In Progress – Currently syncing
Completed – Successfully synced (shows record count)
Failed – Error occurred (shows retry option)
If any step fails, click Retry to attempt it again
Note: Initial sync time depends on your data volume and backfill period.
Step 4: Complete
Once syncing completes:
Review the summary showing records synced per object
Your Salesforce data will now automatically sync every 10 minutes
Any changes in Salesforce will be reflected in Fluint shortly after
Next Steps:
Click Go to Deals to see your synced opportunities
Click Manage Integration to view settings or make changes
Click Connect Another Integration to add more integrations
Managing Your Integration
After connecting, you can manage your Salesforce integration from Settings → Integrations.
View Connection Status
See when the integration was connected
View the Salesforce domain connected
Check sync status and last sync time
Modify Configuration
Update which objects are synced
Adjust filters
Trigger a new backfill with updated settings
Disconnect Integration
Disconnect Salesforce from Fluint
Data already synced remains in Fluint
You can reconnect at any time
User and Deal Matching
How Users Are Matched
Fluint matches users by comparing email addresses in Fluint to email addresses in Salesforce. Ensure your team members use the same email addresses in both systems.
How Deals Are Synced
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
When new users are added to Fluint, a backfill runs to import their opportunities
Data Retention
Once imported, opportunity data is retained even if the owner leaves your company
Data can be purged upon request for GDPR compliance
Troubleshooting
Connection Issues
Problem: OAuth authorization fails or times out
Possible causes:
Browser popup blockers preventing the authorization window
Salesforce session timeout during authorization
Network connectivity issues
Solutions:
Disable popup blockers for the Fluint domain
Ensure you’re logged into Salesforce in another tab
Try using a different browser
Clear browser cache and cookies
Problem: “API not enabled” error
Cause: Your Salesforce edition doesn’t include API access.
Solution: Contact your Salesforce Account Executive to:
Upgrade to Enterprise or Unlimited Edition, OR
Purchase API access add-on for Professional Edition
Problem: Integration disconnects after working initially
Cause: Refresh token policy not configured correctly.
Solution:
Go to Salesforce Setup → Connected Apps → Manage Connected Apps
Set “Refresh Token Policy” to “Refresh token is valid until revoked”
Reconnect the integration in Fluint
Sync Issues
Problem: Opportunities aren’t appearing in Fluint
Possible causes:
Opportunity owner is not a Fluint user
Opportunity doesn’t match your filter criteria
Stage mapping issues
Solutions:
Verify the opportunity owner exists in Fluint with matching email
Check your filter configuration (record type, opportunity type, stage)
Ensure the opportunity stage exists in your Fluint pipeline settings
Problem: Some deals show as “skipped” in sync
Causes:
Owner not found – The opportunity owner’s email doesn’t match any Fluint user
Stage not found – The opportunity stage doesn’t exist in Fluint
Filtered out – The record was excluded by your filter configuration
Solution:
Check that all Salesforce users who own opportunities are added to Fluint
Verify pipeline stages are configured in Fluint
Review your filter settings
Problem: Emails not syncing
Possible causes:
Email-to-Salesforce not enabled in your Salesforce org
EmailMessage object not selected during configuration
Field-level security preventing access
Solutions:
Ensure EmailMessage is selected in your integration configuration
Verify the integration user has Read access to EmailMessage object
Check that Enhanced Email is enabled in Salesforce
Permission Issues
Problem: “Insufficient permissions” error during connection
Cause: The Salesforce user lacks required permissions.
Solution:
Verify the user profile has “API Enabled” checked
Ensure either “Approve Uninstalled Connected Apps” or “Use Any API Client” is enabled
Check field-level security for all required objects
Verify object-level permissions include Read access
Problem: Specific objects fail to sync
Cause: Missing object or field permissions for that specific object.
Solution:
Go to Salesforce Setup → Object Manager → [Object Name]
Check Field-Level Security for required fields
Verify the integration user’s profile has Read access to the object
Frequently Asked Questions
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. The impact on API limits is minimal for most organizations.
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. During configuration, you can set filters based on record type, opportunity type, stage, and custom fields. Work with your Fluint CSM to configure optimal filters.
Q: How often does data sync?
A: Fluint syncs data from Salesforce every 10 minutes. Changes typically appear in Fluint within 10-15 minutes of being made in Salesforce.
Q: Can I customize which fields sync?
A: The standard integration syncs the fields shown during configuration. Required fields cannot be removed. For custom field syncing beyond what’s available, contact your Fluint CSM.
Q: What if I skip the backfill during setup?
A: If you skip the backfill, only new records created after the connection will sync. You can always run a backfill later from the Manage Integration screen.
Q: Can I change my filter settings after initial setup?
A: Yes. Go to Settings → Integrations → Salesforce → Manage Integration to update your configuration. You can also trigger a new backfill with the updated settings.
Q: Why are some of my opportunity stages not showing in Fluint?
A: Fluint syncs all active stages from Salesforce. If a stage is missing:
Verify the stage is active in Salesforce (not archived)
Check that the Stages object synced successfully
Trigger a re-sync of the Stages object from Manage Integration
Q: How do I know if the sync is working?
A: You can check sync status in Settings → Integrations → Salesforce. The integration shows:
Connection status (Connected/Disconnected)
Last sync time
Any error messages
Implementation Checklist
Use this checklist to ensure a smooth integration setup:
Before Connecting:
[ ] Verify Salesforce edition supports API access (Enterprise/Unlimited) or API add-on purchased
[ ] 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 (recommended)
[ ] Grant all required administrative permissions to profile
[ ] Grant all required object and field permissions
[ ] Ensure user list has been added to Fluint
During Setup:
[ ] Enter correct Salesforce subdomain
[ ] Complete OAuth authorization
[ ] Select desired objects to sync
[ ] Configure filters (record type, opportunity type, stage)
[ ] Choose appropriate backfill period
[ ] Wait for sync to complete
After Setup:
[ ] Verify deals are appearing in Fluint
[ ] Confirm correct users are linked to their deals
[ ] Test that new Salesforce changes appear in Fluint within 10-15 minutes
[ ] Set up any custom field syncing with your CSM (if needed)
Security & Data Privacy
Read-only access – Fluint only reads data from Salesforce (except for document sync-back)
No data deletion – The integration never deletes data in Salesforce
Content sync-back – Documents only sync when you explicitly generate them
Encrypted transmission – All data is transmitted via encrypted connections
GDPR compliance – User data can be purged upon request
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 and Salesforce org info help troubleshooting
Custom requirements – Contact your CSM for custom filtering or field syncing