Time to read: 10 min

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How to start working with Salesforce?

To work with SalesForce, you should have an account and register a Connected App on Salesforce. You can configure a flexible synchronization of fields.

For successful integration, you need to follow the next setup plan:

  1. Create a Connected App on the Salesforce side, through which data will be transferred from Affise to a Salesforce account.

  2. Get authorization details and input them into Affise.

  3. Grant data management rights to the Connected App on the Salesforce side.

  4. Set up synchronization between affiliate fields on Affise and fields on Salesforce.

Step 1. Setup on Salesforce

First, you need is to create a Connected App. Log in to Salesforce and go to the Setup section:

Next, you need is to find 'App Manager' with the help of the search bar:

Click on the 'New Connected App' button and fill in all required fields in the Basic Information section.

Fill in required fields: Connected App Name, API Name, Contact Email:

Go down and find the ‘Enable OAuth Settings’ checkbox and enable it:

Fill in all required fields:

  • Callback URL - fill it with https://{your-api-domain}/salesforce/oauth2/callback, where {your-api-domain} is your Affise API domain.

❗ Affise API domain needs to be available on HTTPS protocol only.

  • Selected OAuth settings - select the permissions (scopes) by the screenshot below:

You need to select: 1) Access and manage your data (API) and 2) Perform requests on your behalf at any time (refresh_token, offline_access).

Save your New Connected App by clicking on the dedicated button.

After saving your New Connected App, you will get 'Consumer Key' and 'Consumer Secret' to be needed during the Affise integration setup process:

Step 2. Fields in Salesforce

Salesforce has the essence of Leads, which is essentially the equivalent of the Affiliates in Affise, but Leads has its own set of pre-installed fields. View the Leads object as follows: navigate to the search bar and enter 'Lead' and go to the 'Object Manager' section:

In the 'Object Manager' - > 'Details' Tab, you will see 'Api name' field used as Salesforce destination object on the Affise side to unload data into this object:

Get the fields in the 'Fields&Relationship' section in the Lead object to match them with Affise's fields:

Step 3. Custom object and fields

If you don’t want to use the default Lead object for some season, you can create your object and fill it with the necessary fields. Navigate to 'Object Manager' section - > 'Create' button - > 'Custom Object' section:

Further customization of the object depends on your needs. However, we need to know the object name by which we can access it (API name). In the New Custom object field, you need to fill in all the required fields and save your new object:

Step 4. Setup on Affise

To set up integration with the Salesforce plugin on Affise side navigate to the 'Marketplace' section and select the 'SalesForce - Leads' plugin:

Fill in all fields:

Where:

  • Consumer Key and Consumer Secret - fill these fields with the data from Step 1. Setup on Salesforce

  • API URL - fill it with https://{salesforce-instance-name}.salesforce.com/services/data/v48.0. You can find your Salesforce instance name in the 'View Profile' Tab on the Salesforce side:

  • Salesforce destination object - fill it with 'Api name' from Step 2. Fields in Salesforce

  • Salesforce domain - fill it with https://{salesforce-instance-name}.salesforce.com. You can find your Salesforce instance name in the 'View Profile' Tab on the Salesforce side.

After filling all the fields, save your integration by clicking on the dedicated button.

Step 5. Fileds in Affise

In the plugin settings, click on the 'Setup fields' button or navigate to 'Settings' section - > 'Content' - > 'Salesforce fields' section:

Here you will see the list of Affiliate fields in Affise (on the left) and Salesforce fields (on the right). Take the fields from the 'Fields & Relationship' section on the Salesforce side of the object into which the data will be unloaded. Once the needed fields have been matched, click on the 'Save' button. It is not necessary to set the match for all fields; the blank fields will be ignored when the data are unloaded.

Step 6. Grant permissions

On the plugin page, click on the 'Grant permissions' button:

You will be redirected to Salesforce, where you should authorize and allow the integration with the Connected App:

Step 7. Health check assessment

After creating or editing Affiliate in 'Affiliate' section - > 'Affiliate management' section, you will see a green notification:


If you have more questions on the Affise <> Salesforce integration, feel free to contact the Salesforce Team or Affise Support Team via [email protected] or your Dedicated Account Manager.

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