Salesforce Integration

Connect and configure Salesforce CRM integration

Connect MemberPulse to Salesforce for CRM data synchronization.

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

Sync Configuration

Object	Direction	Sync
Contacts	Bidirectional	Real-time
Accounts	MP → SF	Daily
Activities	MP → SF	Real-time
Tags	MP → SF	Real-time

Field Mapping

Map MemberPulse fields to Salesforce:

• Member → Contact
• Company → Account
• Events → Campaign Members
• Engagement → Activities

Features

Salesforce Integration

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.

Implementation Contracts

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