Salesforce

Connect Salesforce to fill your fynk templates with data from Salesforce, so you don't have to copy names, addresses and deal values by hand.

Available on Essential, Business and Pro · fynk: Owner and Admin · Salesforce: System Administrator, or permission to use App Manager

Set up the connection

1. In fynk, go to Account settings → API integrations, click Configure on the Salesforce tile and copy the Redirect url.
2. In Salesforce, go to Setup → App Manager → New Connected App. Enter an app name and contact email.
3. Under OAuth Settings:
   • Check Enable OAuth Settings.
   • Paste the fynk Redirect url as Callback URL.
   • Add the scopes Manage user data via APIs (api) and Perform requests at any time (refresh_token, offline_access).
   • Uncheck Require Secret for Web Server Flow.
4. Save. It can take up to 10 minutes until the app is ready.
5. In App Manager, open your app, click Manage Consumer Details and copy the Consumer Key and Consumer Secret. Salesforce may ask you to verify your identity first.
6. In fynk, enter the Consumer key, Consumer secret and Custom domain (your Salesforce domain, for example https://your-company.my.salesforce.com/) and click Save.
7. You're redirected to Salesforce to give fynk the necessary permissions. Confirm them, and you're redirected back to fynk.

Map Salesforce data in a template

1. Open a template and go to the Data Mapping tab.
2. Select Salesforce as the data source and map fields from contacts, accounts or opportunities to dynamic fields.
3. Link parties in the Parties tab and, optionally, metadata in the Metadata tab.

Create a document

1. Click Create and choose the Salesforce-linked template.
2. Enter the name of the Salesforce record.
3. Click Create document. The data is filled in.

To update the data later, click Reload Data in the document sidebar.

Good to know

• In Data Mapping, you can set a document name. Otherwise the template name is used. Which fields you can map depends on the data source you select.
• Linking metadata to Salesforce fields helps with exports, reports and analyses.
• Data flows from Salesforce to fynk only. Nothing is written back to Salesforce.
• Documents are created from fynk, not triggered from Salesforce.
• Dynamic pricing tables can pull product and pricing data from Salesforce. See Dynamic pricing tables.

Related articles

• Integrations overview
• Dynamic fields: types, visibility, mandatory fields
• Pipedrive