Docs
  • LogicLoop Documentation
  • LogicLoop Quickstart
  • Data Sources
    • Connect your data source
      • Deployment options
    • Supported data sources
      • API data (JSON)
      • AWS CloudWatch
      • BigQuery
      • Databricks
      • Google Analytics
      • Google Sheets
      • MongoDB
      • Microsoft SQL Server
      • MySQL
      • Oracle
      • PostgreSQL
      • Snowflake
      • Combine Results
      • LogicLoop Data Source
  • Queries
    • Write a rule
      • More rule options
      • A/B testing rules
      • Version history
      • Query Snippets
    • Visualizations & dashboards
      • Visualizations
      • Dashboards
  • Actions
    • Set up an action
    • Action destinations
      • Email
      • Slack
      • Webhooks & APIs
      • Microsoft Teams
      • Salesforce
      • Zapier
      • PagerDuty
      • Write to Database
      • Chain Rules
      • Google Sheets
      • Bento
    • Templating
  • Case Management
    • Case Management
      • Ticket Generation
      • Case Triage
      • Custom Fields and Attachments
  • AI
    • AI Query Helper
    • Ask AI
  • Teams & Settings
    • Integrations
      • Slack
      • Google Sheets
    • Invite your teammate
    • Groups & Permissions
  • Changelog
  • FAQs
  • Troubleshooting
  • Templates
    • Templates Home
    • Risk & Fraud Rules
    • AML Transaction Monitoring Rules
    • Logistics & Marketplace Ops
    • Customer Success & Growth
    • Systems Observability
    • Data Quality Monitoring
    • Healthcare
    • HTML Email Templates
      • Annual Review
      • Weekly Performance Table
      • Invoice Recap
  • BETA
    • AI SQL API
    • Approving rules
    • Render Data as JSON
    • Case Analytics
    • Python
  • Security & Legal
    • Security
    • AI Security
    • Terms of use
    • Privacy policy
    • Services description
Powered by GitBook
On this page
  • Prerequisites
  • Integration Steps
  • Example Use Case: Updating Campaigns

Was this helpful?

  1. Actions
  2. Action destinations

Salesforce

This guide will take you through the steps required to integrate LogicLoop with Salesforce, along with an example use case of updating campaigns using user activity data.

Prerequisites

Before you begin the integration process, ensure you have the following:

  • A valid Salesforce account with administrative privileges.

  • Access to LogicLoop with administrative or integration permissions.

  • Familiarity with Salesforce's OAuth authentication process.

Integration Steps

Follow these steps to integrate LogicLoop with Salesforce and utilize user activity data to update campaigns:

1. Create a Connected App in Salesforce

  1. Log in to your Salesforce account.

  2. In the Quick Find box, type App Manager and select it.

  3. Click the New Connected App button.

  4. Fill in the required information for your connected app:

    • Connected App Name: LogicLoop Integration (or any name you prefer)

    • API Name: LogicLoop_Integration (auto-populated based on the Connected App Name)

    • Contact Email: Your email address

    • Enable OAuth Settings: Check this box

    • Callback URL: The URL LogicLoop will redirect to after authorization (to be configured later)

    • Selected OAuth Scopes: Choose the necessary scopes (e.g., Access and manage your data, Perform requests on your behalf at any time)

  5. Click Save.

2. Configure the Connected App

  1. After creating the connected app, locate it in the Connected App list and click on its name.

  2. Note the Consumer Key and Consumer Secret values, as you'll need them to generate your authorization token.

3. Generate an Access Token

In an API platform platform, request an access token.

4. Configure LogicLoop Action Destination

  1. With the access token acquired in the previous step, configure LogicLoop's action destination:

    • Instance URL: Your Salesforce instance URL (e.g., https://your-instance.salesforce.com)

    • Access Token: The access token obtained from the previous step.

5. Parameterize and Templates

Example Use Case: Updating Campaigns

Let's consider an example where you want to update Salesforce campaigns based on user activity data:

  1. Write a LogicLoop rule to monitor user activity data.

  2. When specific conditions are met, LogicLoop will automatically be triggered to update campaign data.

  3. LogicLoop sends a request to your Salesforce API with the necessary parameters, updating the campaigns accordingly.

PreviousMicrosoft TeamsNextZapier

Last updated 12 months ago

Was this helpful?

If you have created your org in Summer '23 or later, follow to Allow OAuth Username-Password Flows

LogicLoop uses the to obtain an access token for your Salesforce account.

Utilize LogicLoop's parameterization and templates features to dynamically send data to the appropriate locations in Salesforce. Refer to LogicLoop's documentation on for more information.

this
Username-Password OAuth Authentication Flow
parameters and templates