Fonteva

We communicate directly with your Salesforce instance. There are two ways to connect:

• External client app credentials - Create an external client app in your own Salesforce org and enter its credentials in PropFuel. The connection runs as the app's execution user rather than an individual person's login, so it keeps working when staff change their password or leave your organization.

• OAuth - Click the "Connect to Salesforce" button, you will be redirected to Salesforce to authorize the connection to PropFuel. This uses an application that PropFuel owns and maintains, so there is nothing to create in your org. If your Salesforce org restricts which applications users may authorize, an administrator may need to approve the PropFuel application before the connection will work.

External client app credentials are the recommended method of authentication.

Connecting with external client app credentials

In Salesforce, create an external client app with the OAuth client credentials flow enabled, and set its execution user to a Salesforce user whose permissions cover the records you want PropFuel to read and update. See our guide to creating a Salesforce external client app for step-by-step instructions. Then enter the following in PropFuel:

• Salesforce Domain URL - Your org's My Domain URL (e.g. https://yourorg.my.salesforce.com)

• Consumer Key - From your external client app

• Consumer Secret - From your external client app

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 Segments in PropFuel:

• 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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