Salesforce

Kiflo seamlessly connects with Salesforce to help you keep your CRM synced. With the native Salesforce integration, you can synchronize leads, deals, and contacts with Salesforce. And it works both ways!

Overview

The native Salesforce integration can be enabled with a few clicks only. It allows you to sync:

All fields can be synchronized, both ways, and even custom fields!

Simply turn on the built-in workflows to start sending data from Kiflo to Salesforce for:

• New or Accepted leads in Kiflo
• New deals in Kiflo
• Converted leads in Salesforce

Enable Salesforce integration

To enable the Salesforce integration:

1. Go to Manage
2. Click on Integrations
3. Click on Salesforce
4. Click on Add to Kiflo to enable Salesforce integration
5. Follow the authentication process from Salesforce and click Allow

Then you will be invited to install our managed package on your Salesforce org:

If you have administrator permissions on Salesforce, click on the link and follow the installation process. If you are not an administrator, please contact your Salesforce administrator.

Install Kiflo Package

Install package URL: https://login.salesforce.com/packaging/installPackage.apexp?p0=04t2o000001RBWOAA4

This package creates custom fields in the following standard objects:

• Account
• Lead
• Contact
• Opportunity

Permissions

The user who connects Kiflo with Salesforce (in the previous step) must have access to those fields. To ensure permissions are set correctly we recommend installing the package for all users:

Optionally, you can install the package for some profiles only:

• Click "Install for Specific Profiles..."
• Under Select Specific Profiles, find the profile of the user who connected Kiflo with Salesforce
• In Access Level, select Full Access

Now, the next step is to turn on some settings following the instructions below.

Turn on settings

To help you sync data between Kiflo and Salesforce the native integration comes with 4 pre-built workflows that can be turned on and off independently:

• Create Lead in Salesforce when Lead is created in Kiflo
• Create Lead in Salesforce when Lead is accepted in Kiflo
• Create Opportunity in Salesforce when Deal is created in Kiflo
• Convert Lead in Kiflo when Lead is converted in Salesforce

Create Lead in Salesforce when Lead is created in Kiflo

Turn on this setting to send every new lead from Kiflo to Salesforce and then update both objects bidirectionally.

Create Lead in Salesforce when Lead is accepted in Kiflo

Turn on this setting to send only accepted leads from Kiflo to Salesforce and then update both objects bidirectionally.

Create Opportunity in Salesforce when Deal is created in Kiflo

Turn on this setting to send every new deal from Kiflo to Salesforce.

A new opportunity is created in Salesforce and a new contact and account are also created and attached to that opportunity.

Then, updates will be synced between Kiflo and Salesforce for the opportunity, the contact and the account.

Convert Lead in Kiflo when Lead is converted in Salesforce

Turn on this setting to convert leads in Kiflo when a lead is converted to an opportunity in Salesforce.

This is a more advanced use case. Here is what it does:

• Convert the lead in Kiflo to a new deal
• Associate the new deal in Kiflo with the new opportunity in Salesforce
• Associate the new contact in Kiflo with the new contact and account (if any) in Salesforce

Then, updates will be synced between Kiflo and Salesforce for the new opportunity and the attached objects.

Deal stages mapping

You must map all stages in Kiflo with all stages available in Salesforce. The deal stage field in Salesforce is just a regular picklist field. This means you can map deal stages just like you map any other picklist field.

Here is how to do it: How to map deal stages with Salesforce?

Field mapping

We know every customer has their own way of working. That's why we built the integration to be as flexible as possible.

For each synchronized object (lead, deal, or contact) you can map every single field and choose how the field should be updated.

Here is how to do it: How to map fields with Salesforce?

Disable Salesforce integration

To disable the Salesforce integration:

• Go to Manage
• Click on Integrations
• Click on Salesforce
• Click on Remove from Kiflo

Troubleshooting