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

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How to connect Salesforce with Upflow

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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.

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*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.

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Step 1: Select your Salesforce domain and authorize access

1. Specify the domain of the Salesforce instance you wish to connect to.
2. Authorize Upflow to access your Salesforce data. This ensures secure data sharing between the platforms.

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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.

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Common identifier scenarios

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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:

• 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.

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Option 2: Using the _NetSuite*_ identifier (NetSuite Id) -* or any other billing tool

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:

• Field Mapping Example: Select NetSuite Id as the shared identifier for mapping across platforms.

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Option 3: Using another identifier

Here, your billing tool and Salesforce account are not synchronized together. You will need to choose or create a dedicated shared identifier (e.g., app-specific Id, company registration number), ensure it is available in both Salesforce 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:

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Here’s more insights

Step 1: Choose the identifier

Pick one identifier that is:

• The same value for the same customer in both systems
• Unique (no duplicates)
• Stable over time

Ideally, create a TEXT field type in both systems, sharing the same or similar name.

Step 2: Add the field in Salesforce and in your billing tool

• In Salesforce (Account level): create or select a field (Text is usually best), e.g. Other ID.
• In your billing tool (Customer): create or select the equivalent field.

Step 3: Fill the identifier in both systems

You can populate and maintain it using any of these methods:

• Manual updates (small volumes)
• API / automation (recommended at scale for long-term consistency)

Step 4: Make sure the identifier is available in Upflow

In Upflow, you should be able to sync both fields in your Settings > Custom fields, at the customer level.

Step 5: Map the fields in the Salesforce setup

When connecting Salesforce for the first time in Upflow, our system asks you to “map your customers”:

• Select the identifier field on the billing tool side
• Select the matching identifier field on the Salesforce side

If you’ve already connected Salesforce to Upflow, but mapped the wrong fields, you can update them at any time from here. Click on each field’s dropdown to select the appropriate fields. Save at the bottom of the page. Example:

• Other ID (Billing tool) = Other ID (Salesforce)

That’s it. Upflow will use this shared identifier to match the right Salesforce Account to the right Upflow customer. Common errors preventing the sync for certain customers:

• Missing values in one or both systems → no match
• Duplicates → ambiguous match
• Formatting differences (spaces, leading zeros, casing) → mismatch/no match

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Configuring additional features

Upflow’s Salesforce integration offers several customizable features to streamline your workflow.

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Import information from Salesforce

More details are available here.

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Exporting information to Salesforce

More details are available here.

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Frequently asked questions

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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:

1. Ensure you’re Admin in Salesforce and have no restriction there
2. Click Disconnect and restart the connection process from scratch (a few minutes)

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How often does Salesforce data sync with Upflow?

Synchronization occurs every 10 minutes, ensuring minimal delay in data updates between Salesforce and Upflow.

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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.

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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.