Our Salesforce integration allows you to automatically create and update 'Contact' records in Salesforce based on user interactions with your campaigns, such as lead form submissions or prize wins. This helps you seamlessly manage new leads and connect your campaign data to your CRM workflows.

Part 1: Create a Connected App in Salesforce

The first phase of the setup happens entirely within your Salesforce account. You will create a "Connected App" that will generate the credentials needed to link the two platforms.

1. Navigate to the App Manager:
   • Log in to Salesforce and click the gear icon (⚙️) in the top right, then select 'Service Setup'.
   • In the sidebar search, type "App Manager" and open it.
   • Click the 'New Connected App' button in the top right.
2. Configure the New Connected App:

   On the setup screen, fill in the required fields and configure the API (OAuth) settings as follows:

   

   • Check Enable OAuth Settings.
   • Set the Callback URL to: https://login.salesforce.com/services/oauth2/success
   • From 'Available OAuth Scopes', select and add the following:
     • Manage user data via APIs (api)
     • Access Connect REST API resources (chatter_api)
     • Access the Salesforce API Platform (sfap_api)
   • Check the boxes for Require Secret for Web Server Flow and Require Secret for Refresh Token Flow.

   Click Save to create the app. It may take a few minutes to be ready.

3. Retrieve Your Credentials:
   • After the app is created, find it in the App Manager list and click 'View'.
   • In the 'API (Enable OAuth Settings)' section, click 'Manage Consumer Details'. You may need to complete an email verification step.
   • Copy and save the Client Key and Client Secret. You will need these in Part 2.
4. Find Your 'My Domain' URL:
   • Go back to 'Service Setup'. In the sidebar search, type "My Domain" and open it.
   • Find and save your 'Current My Domain URL' (e.g., mybrand.my.salesforce.com). You will also need this in Part 2.

Part 2: Connect Salesforce to Gamify (formerly Adact)

Now, take the credentials you saved from Salesforce and enter them into your account settings to establish the connection.

1. In your Gamify by Optimove account, navigate to your account settings at the top right-hand side of the dashboard
2. Go to the CRM Integrations tab
3. Select Salesforce from the list.
4. Select the Settings tab and click 'Add new connection'
5. Carefully enter the Domain URL, Client Key, and Client Secret you saved from Part 1.
6. Save the connection.

Part 3: Configure the Integration for a Campaign

Once the main connection is active, you can configure individual campaigns to send data to Salesforce.

1. Navigate to the campaign you want to integrate and go to the Integrations tab.
2. Select your active Salesforce connection.
3. Choose a Trigger Event: Select when data should be sent to Salesforce.
   • New Unique Lead Created: Triggers when a user fills out the registration form.
   • New Assigned Prize Created: Triggers when a user wins a prize and reaches the end screen.
4. Map Your Fields: Match your campaign's registration form fields to the corresponding fields on a Salesforce 'Contact' object. Ensure the field types match (e.g., text to text, number to number). If a required field doesn't exist in Salesforce, you must add it first via the Salesforce 'Object Manager'.

After completing these steps, your campaign will automatically send new contact data to Salesforce based on your selected trigger.