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Documentation Index

Fetch the complete documentation index at: https://memberpulseptyltd.mintlify.app/llms.txt

Use this file to discover all available pages before exploring further.

Connect MemberPulse to Salesforce for CRM data synchronization.

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Setup

1

Connect Account

Click “Connect to Salesforce” and authorize via OAuth
2

Map Fields

Map MemberPulse fields to Salesforce Contact/Account fields
3

Configure Sync

Choose sync direction and frequency
4

Set Tags

Configure automatic tagging rules

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Sync Configuration

ObjectDirectionSync
ContactsBidirectionalReal-time
AccountsMP → SFDaily
ActivitiesMP → SFReal-time
TagsMP → SFReal-time

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Field Mapping

Map MemberPulse fields to Salesforce:
  • Member → Contact
  • Company → Account
  • Events → Campaign Members
  • Engagement → Activities

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Features

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Salesforce Integration

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Acceptance Criteria

Frontend
  • UI supports the workflows described in this feature.
Backend / API
  • Backend behavior supports this feature as documented.
Permissions
  • Access is restricted per the Capabilities matrix on this page (or equivalent role rules).
Business Rules
  • All business rules for this feature are enforced.
Error Handling
  • Error states return clear messages and appropriate HTTP status codes.

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Implementation Contracts

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Backend (API)

POST   /api/integrations/salesforce/connect
GET    /api/integrations/salesforce/status
PUT    /api/integrations/salesforce/settings
PUT    /api/integrations/salesforce/field-mapping
POST   /api/integrations/salesforce/sync
GET    /api/integrations/salesforce/sync-log