Setting Up: How to Sync Salesforce

Introduction

Sendoso now enables you to sync your Salesforce account via OAuth so you can track all sending activity to Salesforce on an account level with our Global Sync feature!

We can automatically log all activities and add recipients (Leads/Contacts) to a Salesforce Campaign for additional tracking purposes.

How to Sync Salesforce

To get started, log in to Sendoso.

Next, navigate to the Integrations link under the menu icon in the top-right corner (or click here to go directly to the Integrations page) 

Find the Salesforce panel and select Learn More.

At the top, you’ll see the current status of the integration, and towards the bottom, you’ll see a Connect to Salesforce button. You also have the option to connect to a Salesforce Sandbox, if applicable. This is a great option if you want to test the integration before connecting it to your main Salesforce account.

You’ll see a pop-up window asking for your login credentials. Once you log in, your Salesforce information will be connected to your Sendoso account. You’ll receive a confirmation on this page:

Keep in mind, that if your team wants to use an integration user or API Only user, you will need that login information. 

If you'd like to remove or replace the integration user, you can remove this integration user at any time by hitting the 3-dot action button and clicking "Remove User". By taking this action, please be aware that any configured campaign tracking may be lost and would need to be re-established by you.

Congrats! You are now synced to Salesforce.

FAQs

Is Sendoso a managed package?

No, Sendoso is not a managed package and there is no app to install. We have an OAuth connection directly to SFDC.

I am receiving an OAuth Approval Error how do I resolve this?

This is usually a permission or Connected App setting on the integration user. Check both:

1. In the integration user's permission set, confirm the Approve Uninstalled Connected Apps checkbox is enabled (found under System Permissions). Here is a list of the permissions needed for the integrated user account.
2. In Salesforce, go to Setup > Connected Apps (OAuth Usage) or App Manager, find the Sendoso connected app, and confirm it is not blocked for the integration user. Check the app's OAuth policies and any permission set or profile restrictions that could block that specific user.

SSO login seems to be working on the SFDC side, but I see an error on the Sendoso website. What should I check?

When authentication is successfully in Salesforce but Sendoso still returns an error, the block is typically at the Connected App or permission level for the integration user. 

Confirm the integration user has Approve Uninstalled Connected Apps enabled in their permission set, and verify the Sendoso connected app in Salesforce is not blocked for that user. If both are correct and the error persists, contact your Sendoso Customer Success resource so they can escalate.

Additional Resources

1. Integration Technical Details
2. Setting up Additional Salesforce Tracking Fields and Activity Mapping Globally
3. How to Build the Sendoso ROI Dashboard in Salesforce Lightning
4. Salesforce Campaign Creation and Best Practices
5. Track Total Sendoso Spend on Converted Contacts in SFDC

For additional training on Salesforce integration, feel free to check out these Sendoso University courses. 

If you are a prospect see how you can use Sendoso to send from your CRM.