Salesforce Integration

With the Salesforce integration, you connect mailfino with Salesforce. You can import contacts from Salesforce into mailfino, pass form submissions to Salesforce, and save sending events as activities on the Salesforce contact.

This guide is divided into several chapters:

1. Prepare Salesforce App
2. Connect to Salesforce
3. Import contacts from Salesforce
4. Save activities in Salesforce
5. Forms and Field Mapping
6. Troubleshooting

The setup is done in mailfino in the area Connections. In Salesforce, you will need an external client application that allows mailfino to access the Salesforce API and a refresh token via OAuth.