Fonteva

There are two options for authenticating with Fonteva. We communicate directly with your Salesforce instance, there are two ways to connect:

• OAuth - Click the "Connect to Salesforce" button, you will be redirected to Salesforce to authorize the connection to PropFuel.

• Username and Password - Enter the username and password of a Salesforce user directly and we will establish the connection in the background

OAuth is the recommended method of authentication.

Fields associated with Contacts in Salesforce, as well as any fields on the Account that owns the Contact, can be mapped to PropFuel.

Once a contact is pulled into your PropFuel contacts database from a trigger, any changes made to that contact in Salesforce will be synced into PropFuel within one hour.

The following triggers are available in campaign level workflows:

• Contact Search - Search for contacts that match a query using mapped fields

• Sales Order - Allows you to select an Item from the Order API and pull the list of all contacts that have ordered it

• Salesforce Report - Connect to a saved report in Salesforce and pull contacts from that report into PropFuel.

  • Salesforce reports must include at least one of the following columns:

    • Contact.id

    • Name

    • Email

  • Salesforce reports must be tabular for PropFuel to view them. Summary, joined, or matrix reports are not accessible via the Salesforce API, so they will not be available in PropFuel.
    
    Here’s a quick breakdown of report types:

    • Tabular report: Just a simple list of records — no groupings, no subtotals. Think of it like a basic spreadsheet.

      • Summary report: Allows you to group rows (e.g., by owner, stage, account), and shows subtotals for each group.

      • Matrix report: Groups both rows and columns, great for comparing two dimensions (like stage by owner).

      • Joined report: Combines multiple reports into one view.

The following actions can be used to write data back to Salesforce from a question level workflow:

• Contact Field - Fill a contact field with either response data from a question, or plain text data

• Account Field - Fill a field on the Account that a contact belongs to

• Create Task - Create a task in Salesforce that can be used to track activity or assign a task to a Salesforce user.  You can fill any system or custom fields on your Salesforce task object - Watch Video

Checkbox Field:

• To check a box in Salesforce (e.g., Fonteva), insert the value True in PropFuel.

• To uncheck the box, insert the value False.

For more information on how to write back data to a contact field, see our help article. 

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