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

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

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

3. Generate an Access Token

LogicLoop uses the Username-Password OAuth Authentication Flow to obtain an access token for your Salesforce account.

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

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

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.

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