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

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.
   
2. 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.

Common Identifier Scenarios

Option 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.
  
  
  
• 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.

Option 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.
  
  
  
• 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

• 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.
  
  
  
• 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:

Salesforce Contacts

• Import all contacts from Salesforce, replacing those from your billing or accounting system. It's not yet possible to complement contacts from both sources into Upflow.
  
  
• 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.
  
  
• 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.
  
  
• 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 after a few hours, you do not see any imported value, please submit a Support request with information on the field (such as the type), customer examples and screenshots from Salesforce.

Supported custom field types

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!