Fluint <> Salesforce Integration

Keep Fluint in sync with your Salesforce pipeline, so you know how your deals are evolving.

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Fluint’s Salesforce integration is designed to keep all content generated inside the Fluint platform available and accessible inside its related Salesforce record. Allowing for:

• Aligning the Fluint dashboard to Opportunity stages.
• Auto-creating Fluint Deal records based on Opportunities.
• Writing Fluint content back to Files and Notes.

Overview

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This guide outlines the process for setting up integration between Fluint and Salesforce. The integration will setup an OAuth token authorizing Fluint to make API calls into SFDC, and establishes outbound messages to maintain a read-only copy of essential data, optimizing system performance by reducing direct Salesforce queries.

This OAuth token is shared across the organization, meaning only one connection to be made, rather than requiring individual users to manage the connection separately.

Authorization

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The OAuth connection requires the following scopes, so the connecting user will need to have these permissions:

• oauth
• crm.objects.companies.read
• crm.objects.companies.write
• crm.objects.contacts.read
• crm.objects.contacts.write
• crm.objects.deals.read
• crm.objects.deals.write
• crm.objects.owners.read
• crm.schemas.companies.read
• crm.schemas.contacts.read
• crm.schemas.deals.read
• crm.objects.custom.read
• crm.objects.custom.write
• crm.schemas.custom.read
• crm.objects.users.read

Configuration Features

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Fluint's SFDC integration works through record-triggered flows and outbound messages. Through a subset of established workflows, the following features will be enabled in Fluint <> SFDC:

Feature	Description
Auto-Create Fluint Deals from SFDC Opportunities	When you add a new Opportunity record to your SFDC pipeline, we’ll create a new Fluint Deal for it, too.
Create Opportunity Files from Fluint Documents	We’ll publish each document inside your Fluint Deal to your SFDC Opportunity record as a File. We’ll also keep this File updated as changes are made in Fluint.
Keep Salesforce Records and Stages Updated	When a Deal moves stages in SFDC, we’ll update the deal accordingly in Fluint. This allows data to stay in sync and enables automated features like Playbooks that trigger content creation based on stage changes.

Fluint-Salesforce Integration Setup Guide

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Prerequisites:

• You'll need a unique org ID provided to you from Fluint

• Salesforce admin access

• Fluint admin access

 

Step 1: Initial Salesforce Connection in Fluint

This step creates Oauth token which allows Fluint to make API calls into your CRM:

1. Access Fluint from app.fluint.io
2. In your account, navigate to Settings (⚙️) in the bottom left
3. Select 'Integrations'
4. Click the 'Connect' button next to Salesforce
5. Select 'Production Account'
6. Log in with Salesforce admin credentials
7. Toggle on all configuration options:
   
   

Step 2: Set Up Outbound Messages in Salesforce

This step sets up how to deliver information to Fluint, scoped by users and opportunities with only limited, specified fields. You will be setting up two distinct outbound messages: one scoped for users, and one for opportunities.

User Outbound Message

1. Navigate to Outbound Messages in Salesforce
2. Create new outbound message with Users object
3. Suggested name: "Fluint User Sync"
   1. This is internal, so use naming/descriptions that make sense for your team/operations
4. Create/Paste your unique user webhook URL:

5. Add the following fields:

1. • ID
   • Email
   • First Name
   • Last Name
   • Created Date

6. Save the message

Opportunity Outbound Message

1. Create another new outbound message using Opportunity as the object
2. Suggested name is "Fluint Opportunity Sync"
3. Create/paste your unique opportunity webhook URL:

4. Add the following fields:

1. • ID
   • Name
   • CreatedByID
   • CreatedDate
   • StageName

5. Save the message

Step 3: Create Salesforce Flows

This step sets up the mechanism inside SFDC to trigger an action. The flow/action causes messages to be delivered to Fluint about user/opportunity/stage changes by triggering the outbound messages. You'll be setting up two record-triggered flows in Salesforce, one scoped for users and one for opportunities.

User Flow

1. Create a new Record-Triggered Flow (from scratch, not template)
2. Select 'User' object
3. Select radio option for "Created or Updated"
4. Then in the workflow builder, click the plus to add an Action
5. Select the 'Fluint User Sync' outbound message you created previously
6. Recommended name for this flow is “Fluint User Sync”
   1. This is internal, so use naming/descriptions that make sense for your team/operations

7. Save and Activate the flow

Opportunity Flow

1. Create another Record-Triggered Flow
2. Select 'Opportunity' object
3. Set trigger for "Created or Updated"
4. In the workflow builder, click the plus to add an Action
5. Select the 'Fluint Opportunity Sync' outbound message you created previously
6. Name this flow “Fluint Opportunity Flow”
7. Save and Activate the flow

Important Notes

• Initial sync may show 404 errors, but messages will automatically retry
• If Fluint shows as disconnected, only one admin needs to reauthenticate