Automatically sync CRM opportunities for reps on Team License plans, keeping pipeline details up-to-date in Fluint and Fluint content accessible in Salesforce.
What is the Salesforce Integration? ✨
Fluint's Salesforce integration creates a bi-directional connection between your CRM and Fluint workspace. This integration automatically syncs your opportunities (deals), contacts, and email activity, ensuring your deal context in Fluint always reflects your latest Salesforce data. Content generated in Fluint can also sync back to your Salesforce records, keeping entire teams aligned.
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
- Content sync-back - Documents generated in Fluint 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:
- 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
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
Required Salesforce 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.
Setting Up the Integration
Prerequisites:
- Salesforce admin access
- Team plan in Fluint
- User list already added in Fluint
- Integrations admin access in Fluint
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
- Grant the user appropriate permissions (see Required Permissions above)
- On the Opportunity page layout, ensure the Files related list is visible
- This allows users to see content documents synced from Fluint
- If currently hidden, add it back to the layout
- Access 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
- Start here: User
- Then: Opportunity Stage
- Then: Opportunity
- Then: Contact
- Finally: Email Message
5. Potential Customizations
- Once installed, Fluint will perform an initial data import to populate existing deals
- Work with your Fluint team ahead of time to determine backfill parameters, if 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
- 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 ✨
- [ ] Create dedicated API integration user in Salesforce
- [ ] Grant all required object and field permissions
- [ ] 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 of top to bottom
- [ ] Verify deals are syncing correctly
- [ ] Test document creation and sync-back to Salesforce
Best Practices ✨
For Salesforce Admins:
- Use an API integration user - Don't tie the connection to an individual's account
- Grant permissions at profile or permission set level - Ensure all Fluint users have access
- Test with a single user first - Validate the integration before full rollout
- Review backfill parameters carefully - Balance historical data with dashboard usability
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
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