Documentation Index
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Integrating Salesforce with Upflow is a powerful way to enhance your collections process. With this integration, you can seamlessly sync data between Salesforce and Upflow, including customer and contact custom fields, additional contacts, user assignments, and cash collection details. Here’s how to set up the integration and get the most out of it.
In this article, you’ll find:
- How to connect Salesforce with Upflow and the three available options
- Additional features such as:
- Importing account owners, contacts, custom fields
- Exporting the Upflow customer portal link to Salesforce
- FAQ
How to connect Salesforce with Upflow
Salesforce specificities
Before we start, please take into account that:
- The user doing the integration must be Admin* in Salesforce and Upflow
- A single Salesforce user can only connect up to 5 Upflow organizations, due to a Salesforce limitation. If you have more than 5 Upflow organizations you need to connect to Salesforce, you must use a different admin user for each batch of 5 orgs.
To begin the integration, start from the CRM section in your Upflow settings.
*Specific permissions
If your company doesn’t allow for Admin rights/permissions for integrations/apps, then you can setup specific permissions in Salesforce for Upflow. Please refer to the attached PDF at the bottom of this article.
Step 1: Select your Salesforce domain and authorize access
- Specify the domain of the Salesforce instance you wish to connect to.
- Authorize Upflow to access your Salesforce data. This ensures secure data sharing between the platforms.
Setting up a shared identifier
For seamless synchronization, Upflow requires a shared identifier for your customers across Salesforce, Upflow, and your accounting/billing system (e.g., NetSuite, QuickBooks, Chargebee, Stripe Billing, Xero, Sellsy, Zuora). This ensures accurate data mapping.
A 1 <> 1 mapping is required between your accounting/billing customers and the Salesforce accounts.
Please note we only support ‘textarea’, ‘string’, ‘reference’ SFDC custom field types for the initial connection/integration between Upflow and Salesforce. We do not yet support number type salesforce fields for this step.
Common identifier scenarios
Option 1: Using the Salesforce identifier (Account Id)
Here, your Salesforce account is synchronized into NetSuite.
- The
Account Id is unique to each customer in Salesforce and follows a format like “001IV00000hHdc7YAC.”
- Locate the
Account Id in the URL of a customer page in Salesforce.
- Ensure it exists in:
| Your accounting system as a custom field. | Upflow as a customer custom field (import it if necessary through the custom fields section). |
|---|
 |  |
- Field Mapping Example: Select the corresponding fields in Upflow for mapping, such as
Account Id in Salesforce and the respective field in your accounting software.
Here, your NetSuite account is synchronized into Salesforce.
- The
NetSuite Id is unique to each customer in NetSuite, formatted like “285.”
- Locate it in the URL of a customer page in NetSuite.
- Ensure it exists in:
| Salesforce as a custom field. | Upflow’s customer details section. |
|---|
 |  |
- Field Mapping Example: Select
NetSuite Id as the shared identifier for mapping across platforms.
Option 3: Using another identifier
Here, your billing tool and Salesforce account are not synchronized together.
- If you use an alternative identifier (e.g., app-specific Id, company registration number), ensure it is available in both Salesforce and and your billing tool, and imported to Upflow.
Below an example with NetSuite as billing tool:
- Field Mapping Example: Choose the custom identifier field across all systems for accurate data synchronization:
| In NetSuite | In Salesforce | In Upflow |
|---|
 |  |  |
Configuring additional features
Upflow’s Salesforce integration offers several customizable features to streamline your workflow.
More details are available here.
More details are available here.
Frequently asked questions
Salesforce is disconnected from Upflow
When Salesforce and Upflow are disconnected, it can be due to a change on your end (at the user level - the one used for the initial connexion), or due to a limitation from Salesforce.
As mentioned at the top of this article, a same Admin user can connect the same Salesforce account up to 5 organizations. If you have more than 5 in Upflow, you must split the (re)connection with other Upflow/Salesforce Admin users.
Head to your Upflow CRM settings, and click Reconnect (or follow the connection process if not connected before).
If you face any error when attempting to reconnect:
- Ensure you’re Admin in Salesforce and have no restriction there
- Click Disconnect and restart the connection process from scratch (a few minutes)
How often does Salesforce data sync with Upflow?
Synchronization occurs every 10 minutes, ensuring minimal delay in data updates between Salesforce and Upflow.
What happens if I disconnect Salesforce?
Disconnecting Salesforce removes all associated contacts and custom fields from Upflow. However, the most recent user assignments remain intact. If needed, you can reconnect Salesforce or switch to a different account.
Does the Salesforce User I’m connecting with need to be an Admin?
Yes. However, if this is not possible within your company, please refer to the attached PDF below.
