CustomFit Dashboard
  • Getting Started
    • Installing CustomFit Code Snippet
      • Installing the code snippet on Webflow
      • Installing the code snippet on Wordpress
      • Installing the code snippet on Wix
      • Installing the code snippet on Shopify
      • Installing the code snippet on Unbounce
  • Account Setup
    • Configuring Account Users
    • Add Users and Assign Roles
    • Configuring Subdomains
    • Configuring Traffic Blocking
  • Experience
    • How to create an A/B test
    • How to create a Split URL test
    • How to create an AI Conversion Optimize experience
    • How to create an Outbound Experience
    • Creating an Experience
    • Experience Page Paths
    • Experience Targeting
    • Visual editor
    • Experience Goals
    • Experience Insights
    • Experience Settings
    • Experience Dashboard
    • Experience FAQs
  • Visual Editor
    • Overview
    • App Bar
    • Editor Palette
    • Toolbar
    • Popups
  • ABM
  • Audience Segments
    • Geo Location
    • Technology
    • UTM Parameters
    • Visitor Attributes
    • Salesforce Attributes
    • HubSpot Attributes
    • Kickfire Attributes
    • Visitor Behavior
      • Page event
      • Click event
      • Track event
  • Integrations
    • GA4 Integration
    • GA4 Integration via GTM
    • Microsoft Clarity Integration
    • Hotjar Integration
    • Clearbit Integration
    • 6sense Integration
    • Segment Integration
    • Mixpanel Integration
    • Amplitude Integration
    • Heap Integration
    • Salesforce
      • Connected App
      • Apex Class
      • Apex Triggers
      • Remote Site Settings
    • Kickfire
    • HubSpot
    • Slack
  • Split URL Testing
  • Reports
    • Create Report
    • Configure Targets
    • Configure Goals
  • Overview of Reports
  • Segments
    • Creating a Segment
    • Segment Rules
  • Dashboard
    • Analytics
  • Install the CustomFit snippet
  • Event Analyzer
    • Creating an Event
    • Forward Custom Events from GTM to CustomFit
    • Event Insights
    • Event Properties
    • Property Insights
  • Change Log
  • Frequently Asked Questions
    • CustomFit JS Script
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  1. Integrations

Salesforce

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Last updated 1 year ago

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Salesforce is a customer relationship management solution that brings companies and customers together.

Follow the below steps to integrate CustomFit.ai with Salesforce:

  • Log in to the dashboard and click on settings from the sidebar

  • Click on 3rd Party Integrations

  • On the integrations page, you can see the Salesforce section

  • Click on the status field to enable Salesforce Integration

  • You need consumer key, consumer secret and instance URL . Follow the below steps to get these values

  • Login to the Salesforce account by providing the credentials

  • After the successful creation of the connected app you can find the Consumer Key and Consumer Secret.

  • Copy and paste the consumer key and consumer secret from the connected app and enter the instance URL(URL visitor to login to your salesforce account). For example : https://customfit-dev-ed.my.salesforce.com/

  • Click on the Connect button, once all the details are filled

  • In-case if the Salesforce integration fails, Click on Go back button, which will take you back to integrations page and then retry. If the problem persists, then reach out to CustomFit support

You need to create a connected app. to know how to create a connected app.

Now in order for CustomFit to keep the data updated with the Salesforce data, you need to create an Apex class. to learn how to create an Apex Class

Now you need to create different triggers whenever there is any change in the Salesforce Contact, Lead or Account data. to learn how to create different triggers

Finally, configure the Remote Site Settings from .

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