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Salesforce

Salesforce Integration Guide

Overview

This guide explains how to connect Bridged with Salesforce to sync leads, customer profiles, and engagement data. The integration supports reading profiles from Salesforce for activation and broadcasting, as well as writing qualified leads and conversation outcomes back to Salesforce.

Prerequisites

Before starting, ensure you have:

  • A Salesforce account with API access enabled

  • A Salesforce user with System Administrator or API-enabled permissions

  • The Salesforce object and field names you wish to read from or write to (e.g., Lead, Contact, Custom Objects)

Connection Methods

Bridged supports two connection methods for Salesforce:

Method

Best for

Setup complexity

API Key (Preferred)

Service accounts, server-to-server, automation

Medium

OAuth 2.0

Interactive user login, web apps

Medium

Recommendation: API Key is the preferred method for production integrations. OAuth 2.0 is supported as an alternative when user-specific permissions are required.

Step 1: Create a Connected App in Salesforce

  1. Log in to your Salesforce account as a System Administrator.

  2. Navigate to Setup → App Manager.

  3. Click New Connected App.

  4. Fill in the basic information:

    • Connected App Name: Bridged Integration

    • API Name: Bridged_Integration

    • Contact Email: your email address

  5. Under API (Enable OAuth Settings):

    • Check Enable OAuth Settings

    • Callback URL: https://gateway.bridged.media/auth/salesforce/callback

  6. Under Selected OAuth Scopes, add:

    • Access and manage your data (api)

    • Perform requests on your behalf at any time (refresh_token, offline_access)

  7. Click Save.

  8. After saving, click Manage Consumer Details to view and copy:

    • Consumer Key (Client ID)

    • Consumer Secret (Client Secret)

Step 2: Generate an API Key (Preferred Method)

  1. In your Salesforce Connected App, navigate to Manage → Edit Policies.

  2. Under OAuth Policies, set Permitted Users to "Admin approved users are pre-authorized".

  3. Generate an API Key or use the Client Secret as your API key for server-to-server authentication.

  4. Store the API Key securely – you will need it in Step 4.

Note: API Key authentication does not require user interaction and is ideal for automated syncs and backend services.

  1. Go to Setup → Users → New User.

  2. Create a dedicated user: Bridged Integration User.

  3. Assign a profile with API Only permission.

  4. Ensure the user has read and modify access to the required objects (Leads, Contacts, etc.).

Step 4: Configure Bridged to Connect to Salesforce

  1. Log in to your Bridged dashboard.

  2. Navigate to the Integrations section in your Bridged dashboard. If you do not see this section, contact support@bridged.media.

  3. Click Salesforce → Connect Account.

  4. Choose your authentication method:

    Option A: API Key (Preferred)

    • Enter your Salesforce Instance URL (e.g., https://mycompany.my.salesforce.com)

    • Enter your API Key (Client Secret)

    • Enter your Consumer Key (Client ID)

    Option B: OAuth 2.0

    • Click Connect with Salesforce.

    • You will be redirected to Salesforce to log in and authorize the Bridged app.

    • After authorization, you will be redirected back to Bridged.

Step 5: Configure Sync Settings

Once connected, configure the following:

Setting

Options

Description

Objects to sync

Lead, Contact, Account, Custom Objects

Choose which Salesforce objects Bridged can access

Sync direction

Read only, Write only, Read + Write

Define data flow

Field mapping

Custom

Map Salesforce fields to Bridged profile attributes

Sync frequency

Real-time, Hourly, Daily

Determines how often data is pulled

Bulk sync limit: Each bulk operation is limited to 50 records per request. For larger datasets, Bridged automatically paginates through multiple requests.

Step 6: Test the Integration

  1. In Bridged, go to Integrations → Salesforce → Test Connection.

  2. Confirm that a test profile can be read from Salesforce.

  3. Create a test lead in Salesforce and verify it appears in Bridged (if reading is enabled).

  4. In Bridged, mark a test lead as "qualified" and verify it writes back to Salesforce.

Common Use Cases

Playbook

Direction

Description

Activation

Read

Pull lead list from Salesforce to broadcast WhatsApp messages

Qualification Agent

Read + Write

Read historical engagement, score lead, write score back to Salesforce

Nurture & Conversion

Write

Log conversation outcomes and qualified leads to Salesforce

Rate Limiting & Performance

  • Rate limits depend on your Salesforce plan, not on Bridged. Refer to Salesforce documentation for your specific API call limits.

  • Bulk operations: Maximum 50 records per request.

  • For large data volumes, use incremental sync (e.g., using the SystemModstamp field) to minimize API usage.

Security & Permissions

  • Bridged supports both API Key (preferred) and OAuth 2.0 authentication.

  • Credentials are encrypted and never stored in plain text.

  • All API calls are made over TLS 1.2+.

  • You can revoke access at any time from Salesforce Connected Apps → Bridged Integration → Revoke.

Troubleshooting

Issue

Likely cause

Solution

Connection fails

Callback URL mismatch

Verify callback URL is exactly https://gateway.bridged.media/auth/salesforce/callback

No data appears

Field mapping incorrect

Check that Salesforce field names match Bridged profile attributes

Write fails

Missing write permissions

Ensure the integration user has Modify All Data on the target object

Bulk operation fails

Exceeds 50 record limit

Split your data into batches of 50 records or fewer

Authentication errors

Invalid API Key or Consumer Key

Verify both keys are correct and the Connected App is active

Support

For integration support, contact your Bridged account manager or email support@bridged.media.