Introduction 👋
The Salesforce integration allows you to seamlessly connect your CRM data with fynk. Follow this step-by-step guide to complete the setup.
💡Prerequisites:
You must have the "System Admin" role in Salesforce or special permissions to see the "App Manager"
You must have the "Owner" 🙋♂️ or "Admin" 👨💻 role in fynk to access the integration section.
1. Create the Integration in fynk
Log in to your fynk account
Navigate to Settings > Integrations > Salesforce
Create a new Salesforce integration
Copy the Redirect-URL from the edit screen – you’ll need this in Salesforce later
2. Create a Connected App in Salesforce
Log in to your Salesforce account
Go to Setup > App Manager
Click on New Connected App and fill in the required fields such as app name and contact email
3. Enable OAuth and Set Permissions
In the OAuth Settings section:
Check Enable OAuth Settings
Paste the copied Redirect URL from fynk into the Callback URL field
Add the following OAuth scopes:
Manage user data via APIs (api)
Perform requests at any time (refresh_token, offline_access)
Uncheck Require Secret for Web Server Flow (PKCE)
4. Save Your Changes
Click Save
Note: It may take up to 10 minutes for the changes to take effect.
5. Get the Consumer Key and Secret
Go back to the App Manager in Salesforce
Find your connected app and click Manage Consumer Details
Verify your identity if prompted
Copy the Consumer Key and Consumer Secret
6. Complete the Integration in fynk
Return to fynk and open the Salesforce integration you created earlier
Enter the following:
Consumer Key
Consumer Secret
Your Salesforce Custom Domain
(e.g.,https://your-instance.my.salesforce.com/)
Click Save
7. Authorize fynk in Salesforce
You’ll be redirected to Salesforce to authorize fynk’s access
Confirm the requested permissions
Once authorization is complete, you’ll be redirected back to fynk – with a success message confirming the integration
📄 Use CRM Fields in Templates
1. Create or Edit a Template
In fynk, go to Templates and either Create New or edit an existing one.
2. Add & Link Dynamic Fields and Parties to CRM Data
Open the Data Mapping tab in the sidebar
Select Salesforce as the source and map your fields (e.g., Contacts, Companies, Opportunities)
You can select a document name, otherwise the template name will be set automatically
Not all fields are always visible, depending on the selected data source (Contracts, Companies, Opportunities etc.)
In the Parties tab, link CRM contacts or companies as parties
3. Add Metadata (Optional)
Link metadata to CRM fields in the Metadata tab for exports and reporting purposes. This helps you map the data for external use when exporting documents, as well as when creating reports and analyses.
🧾 Generate Documents with Salesforce Data
You can create documents that automatically pull customer-specific data directly from Salesforce once your template is set up with the appropriate data fields.
Go to Documents > Create New
Choose a Salesforce-linked template
Enter the relevant Salesforce object name
Click Create Document – fynk will pull in the data automatically
🔄 Refresh CRM Data
In the General Settings tab of the document sidebar, click Reload Data to fetch the latest values from Salesforce.
💁♀️ Our expert Support Team is on standby. Engage with us via our chat feature or reach out at [email protected] for any assistance 🚀.