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Salesforce Integration

Set up a Salesforce integration to quickly populate your Gloo account with people.

Brian Knollman avatar
Written by Brian Knollman
Updated over a week ago

Church Management System Integrations are the simplest way to quickly populate your Integrations are the simplest way to quickly populate your Gloo account with people. Rather than adding people one by one or waiting on your congregants to text into your Gloo phone number, you can easily upload your entire contact list into your Gloo account with just a few clicks.

How do I set up a Salesforce integration?

1. Find the Salesforce integration by navigating to Engage -> Settings -> Integrations and clicking Configure.

2. Click on the Salesforce Integration.

3. Verify you have permission to text the numbers you will be importing. Then click Connect.

4. You will be redirected to sign into your Salesforce account.

5. Afterward, you will be prompted to sign back into your Gloo account.

6. Return to your Integrations tab and edit your Salesforce integration by clicking the three dot drop down menu

7. Select if you want to sync all people from your Salesforce account, or if you only want certain groups to be integrated.

Note: What the Gloo app calls "People," Salesforce calls "Contacts." And what the Gloo app calls "Groups," Salesforce calls "Accounts." In order to make sure your groups sync correctly, make sure each individual person in Salesforce is listed as a Contact, and the Contacts are assigned to Accounts that will correlate to the Groups you'd like displayed in your Gloo account.

8. Select if you want a 2 way integration. If this box is checked, when a new person texts your church's phone number, Gloo will create the user in Salesforce on your behalf. Gloo will first try to find an existing user in your Salesforce account and if none is found, we will create them. Explorers will also be added to your Salesforce account after you have sent them a message for the first time.

9. Click Sync now to finalize the integration

Gloo will automatically sync your integration every night. If you ever want to manually sync it, click Sync Now. If you want to disconnect your Salesforce integration, click the 3 dot drop down menu and select Remove integration.

Any groups you bring over from Salesforce will automatically be created as groups in Gloo. You can view the people in each list under the "Groups" page in "Settings." Any adding/removing people from Salesforce groups needs to be done through Salesforce, not Gloo.

Note: If at any point you encounter an error requiring you to set up a "REST API," you'll need to contact Salesforce support to get that activated in your Salesforce account.

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