Salesforce Integration

• OAuth connection with PKCE
• Contact sync from Salesforce into demeterrr
• Manual queue triggering for synced contacts
• Auto-triggering on Closed Won webhook events
• Score pushback field mapping (NPS, CSAT, Last Survey Date)

1. Go to Settings > Integrations.
2. Click Connect Salesforce.
3. Complete OAuth in Salesforce.
4. Return to demeterrr and confirm Connected status.

After connection, open Configure on the Salesforce card to tune behavior.

In /settings/integrations/salesforce, set:

• manual: Trigger only from the manual queue
• auto: Trigger from Closed Won webhook events
• both: Enable auto triggers and manual queue

When auto or both is enabled, choose the sequence that should run.

The queue lists Salesforce-linked contacts that have not been triggered yet.

1. Select one or more contacts.
2. Select a sequence.
3. Click Trigger.

The system creates sendings and dispatches them through the sequence runtime.

You can let Salesforce users trigger demeterrr surveys directly from Salesforce with a button + Flow.

1. In demeterrr, create an API key with scope sequences:execute.
2. In Salesforce, create a Named Credential (for example Demeterrr_API) pointing to your demeterrr app URL.
3. Store the API key in the Named Credential auth header (Authorization: Bearer dem_...).
4. Add an Apex invocable action that calls:

POST /api/v1/sequences/:id/execute

1. Build a Flow that passes contact fields (email required) into that Apex action.
2. Add a Quick Action button to your page layout (Opportunity/Contact/etc.).

This lets users send surveys without opening the demeterrr dashboard.

You can map:

• NPS score field (default NPS_Score__c)
• CSAT score field (default CSAT_Score__c)
• Last survey date field (default Last_Survey_Date__c)

Use Test Fields before saving to confirm the custom fields exist in your Salesforce org.

For auto-trigger mode, webhook auth supports:

• Organization-specific webhook secret stored in Salesforce config
• Global SALESFORCE_WEBHOOK_SECRET environment fallback

Send the secret as:

• Header: x-salesforce-webhook-secret (or x-webhook-secret)
• Query param: token (or secret)

From the Salesforce card in Integrations:

• Sync Now triggers contact sync
• Disconnect stops sync and trigger behavior

Verify these environment variables:

• SALESFORCE_CLIENT_ID
• SALESFORCE_CLIENT_SECRET

If redirected with a Salesforce state error, reconnect with a fresh session and avoid stale tabs.

Check:

• Trigger mode is auto or both
• Sequence is selected in Salesforce config
• Webhook secret is correctly set and passed

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