With Salesforce integration, you can import Salesforce information into Upflow. The information available for import needs to be stored at the Account level.Documentation Index
Fetch the complete documentation index at: https://docs.upflow.io/llms.txt
Use this file to discover all available pages before exploring further.
Salesforce Contacts
- Import all contacts from Salesforce, replacing those from your billing or accounting system. It’s not yet possible to combine contacts from both sources into Upflow.
- The oldest contact on the account will be considered the Main contact.
- Add contact custom fields through the custom field section (read more here).
Note: Disabling the contact import will purge all Salesforce contacts from Upflow. Our system should then fall back to your accounting integration to manage your contacts in Upflow. The purge/sync can take a few minutes, up to a few hours based on the data volume.
Salesforce account owner
- Assign the Salesforce account owner as the assigned user for a customer in Upflow.
- Users will be created in Upflow, but not invited. You will need to manually invite them to Upflow, if you wish to give them access.*
- This user assignment cannot be edited in Upflow, as Salesforce is the source of truth.
- For multiple users, use custom fields and smart rules for assignment.
- Import or create a custom field holding the user email address to use it as a rule condition.
- Disable the Account owner sync from Salesforce to Upflow
- Unassign these users from Customers
- Then delete these users
- You can then refer to custom fields and smart rules to assign users based on Salesforce information as mentioned in the last bullet point above.
Salesforce custom fields
- This feature is always active. Manage and select which customer or contact custom fields to import in your custom field settings.
- When adding a Salesforce custom field to Upflow, the sync delay can take up to a few minutes to a day, depending on the data volume. If you do not see any imported value after a few hours, please submit a Support request with information on the field (such as the type), customer examples, and screenshots from Salesforce.
Supported custom field types
| Salesforce API Type | Description | Upflow Type |
|---|---|---|
| string | String values | STRING |
| boolean | Boolean (true / false) values | BOOLEAN |
| int | Integer values | FLOAT |
| double | Double values | FLOAT |
| date | Date values | DATE |
| datetime | Date and time values | DATETIME |
| ID | Primary key field for the object | STRING |
| reference | Cross-references to a different object. | STRING |
| textarea | String that is displayed as a multiline text field | STRING |
| percent | Percentage values | FLOAT |
| phone | Phone numbers. Values can include alphabetic characters | STRING |
| Email addresses | STRING | |
| picklist | Single-select picklists, which provide a set of enumerated values from which only one value can be selected | SELECT |
| multipicklist | Multi-select picklists, which provide a set of enumerated values from which multiple values can be selected | MULTISELECT |
| formula | Depends on the formula set up |