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 to set up a Salesforce Integration
Find the Salesforce integration by navigating to My People -> Integrations and clicking Configure.
Click on the Salesforce Integration.
Verify you have permission to text the numbers you will be importing. Then click Connect.
You will be redirected to sign into your Salesforce account.
Afterward, you will be prompted to sign back into your Gloo account.
Return to your Integrations tab and select if you want to sync all people from your Salesforce account OR if you only want certain groups to be integrated.
Important: Make sure to check out the notes in our Integrations Overview article to view requirements for which contacts Gloo is able to pull over from your Salesforce account.
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.
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.
Click Save Settings to commit any changes, and click Sync now to finalize the Integration.
Gloo will automatically sync your integration every night. 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.
Viewing, Editing, and Disconnecting your Integration
Once you have signed in, you'll be able to view, edit, or disconnect your Integration by going back to My People -> Integrations -> Configure. If you've recently signed in, you can simply click the Integration, but if it's been longer than 24 hours, you'll need to re-authenticate your Salesforce Integration using your Salesforce username and password.
If you want to change your integration settings (which groups are synced, 1 way vs 2 way integration, etc), simply view the Integration, make any adjustments you want, and click Save Settings and Sync Now.
If you want to disconnect your Salesforce integration, click Disconnect. This will not remove any People that you have integrated, but it will prevent any future syncing and remove any previously synced Salesforce groups from the Gloo Groups tab.
