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Connect Salesforce to Upflow

Nolwenn Launay
  • Updated

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.

 

How to Connect Salesforce with Upflow

To begin the integration, start from the CRM section in your Upflow settings.

Step 1: Select Your Salesforce Domain and Authorize Access

  1. Specify the domain of the Salesforce instance you wish to connect to.
    image (16).png
  2. Authorize Upflow to access your Salesforce data. This ensures secure data sharing between the platforms.
    image (17).png

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.

Common Identifier Scenarios

1. Using the Salesforce Identifier (Account Id)

  • 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.
    SFDC Account ID - URL.png

  • 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).

    SFDC account ID - Netsuite.png

    SFDC Account ID - Upflow.png
     
  • 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.SFDC connection.png

 

2. Using the Netsuite Identifier (Netsuite Id)

  • The Netsuite Id is unique to each customer in Netsuite, formatted like “285.”

  • Locate it in the URL of a customer page in Netsuite.
    Netsuite account id.png

  • Ensure it exists in:
    Salesforce as a custom field. Upflow’s customer details section.

    SFDC field - Netsuite account id.png

    Netsuite account id - Upflow details.png

 

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

 

3. Using Another Identifier

  • If you use an alternative identifier (e.g., app-specific Id, company registration number), ensure it is available in both Salesforce and Netsuite and imported to Upflow.
    image (18).png
  • Field Mapping Example: Choose the custom identifier field across all systems for accurate data synchronization:
    In Netsuite In Salesforce In Upflow
    Other field in Netsuite.png

    Other field in SFDC.png

    Other field in Upflow.png
    image (22).png

 

Configuring Additional Features

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

image (18).png


Salesforce Contacts

  • Import all contacts from Salesforce, replacing those from your billing or accounting system.

  • Add contact custom fields through the custom field section (read more here).

Note: Disabling this feature keeps the imported contacts in Upflow. To delete them, contact support@upflow.io.


Salesforce Account Owner

  • Assign the Salesforce account owner as the assigned user for a customer in Upflow.

  • 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.


Salesforce Custom Fields

  • This feature is always active. Manage and select which customer or contact custom fields to import in your custom field settings.

 

Upflow customer details page

  • When activating this feature, we’ll go through each customer in Upflow that have a corresponding customer in Salesforce and push the Upflow URL in there. You must create a dedicated field in Salesforce of type URL and select it in Upflow.

    When you disable the feature, the URLs will remain in Salesforce, and you can simply delete the corresponding custom field.

 

Frequently Asked Questions

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.

 

Key Takeaways

By integrating Salesforce with Upflow, you can centralize your customer and collection data for a more efficient process. Whether syncing contacts, importing custom fields, or automating user assignments, this integration gives you the tools to enhance your cash flow management.

Take the next step toward streamlining your collections process by setting up your Salesforce integration today!

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