Integrating Salesforce with Craft.io enables your teams to seamlessly connect customer insights with product development. By bridging these platforms, you empower product managers with real-time data from sales and customer success teams, ensuring that every decision is backed by concrete user needs. This integration fosters better collaboration, accelerates roadmap planning, and enhances alignment between customer feedback and product strategy.
Step 1: Sign Up and Access App Manager
The first step of the integration is to define Craft as a “Coonnected App” in Salesforce.
Sign in to your Salesforce account.
Navigate to Setup.
Search for App Manager in the Quick Find bar.
Click on App Manager.
Click New Connected App.
Enter the Connected App Name and Contact Email.
Step 2: Configure Settings
The second step is to configure the integration settings in Salesforce.
Scroll down and click Enable OAuth Settings.
Add the Callback URL - Copy and paste it from Craft (see below).
In your Salesforce app integration, under Selected OAuth Scopes, choose:
Full Access
Manage user data via APIs
Manage user data via Web Browser
Perform requests at any time
Enable Client Credentials Flow.
Enable Refresh Token Rotation.
In Custom Connected App Handler, assign a relevant user who will run the API from their name.
Click Save.
Step 3: Retrieve Consumer Key and Secret
Now you will be redirected to the App Page in Salesforce. At this step, you need to locate your Consumer Key and Consumer Secret. They will be needed for the Craft.io integration.
Under Profiles, assign the appropriate user roles to control access.
Go to the API (Enable OAuth Settings) section.
Click Manage Consumer Details.
Copy the Consumer Key and Consumer Secret.
Store these securely, as they will be needed for Craft.io integration.
Step 4: Configure App Policies
The fourth step is to configure some more polices of the integration in Salesforce.
On the App Page and click Manage > Edit Policies.
In Client Credentials Flow, assign the relevant user.
Under Session Policies, set the token timeout as needed. We recommend choosing the “2 hours” option.
Set the Permitted Users and assign the appropriate user.
Click Save.
Step 5: Wait for Processing
🚨 Important: Salesforce may take up to 15 minutes to process these settings. Wait before proceeding with the next steps.
Step 6: Retrieve Your Salesforce Domain URL
After waiting for 15 minutes, you need to store your Salesforce Domain URL for the Craft.io integration, together with the Consumer Key and Consumer Secret.
Go to Setup.
Search for My Domain in the Quick Find bar.
Open the My Domain page.
Copy the Current My Domain URL.
Ensure that the domain is deployed to all users to prevent access issues.
Step 7: Connect to Craft.io
You have reached the final step! Now return to the Craft.io Feedback Portal to complete the integration with Salesforce.
Go to the Feedback Portal.
Navigate to Integration Settings.
Choose Salesforce integration.
Name your integration, and enter the Consumer Key, Consumer Secret, and Salesforce Domain URL
Map the fields of the integration between Salesforce and Craft.io. If you need to add custom fields in Salesforce, please see Step 8.
Finalize the connection and sync (preferably via Automatic Sync).
Step 8: Optional - Add Custom Fields to your Salesforce Account
When mapping your Salesforce data to Craft.io’s, you may want to create new custom fields on your Salesforce account. To add such custom fields to your Salesforce account, use the following instructions:
Go to Account Setup: Click on the gear icon in the top right and select Setup.
Find the Object Manager: In the Quick Find box, search for and select Object Manager.
Select Account: Find Account in the list of objects.
Go to Fields & Relationships: Click Fields & Relationships in the left menu.
Click New: Select New to create a new custom field.
Choose Field Type: Pick the type of field (Text, Number, Lookup, etc.).
Define Field Details: Enter the label, API name, and other settings.
Set Field-Level Security: Choose which profiles can see or edit the field.
Add to Page Layouts (optional): Select whether to add the field to page layouts.
Save: Click Save to finish.
Success! Your Salesforce account is now fully integrated with Craft.io. This connection enhances collaboration, ensures data-driven decisions, and strengthens the link between customer insights and product development.
For a seamless integration experience, we highly recommend choosing Automatic sync.