Salesforce Integration Setup
What You'll Need
- A Salesforce account (Production or Sandbox)
- Salesforce administrator access (for first-time setup)
- "API Enabled" permission in your user profile
Salesforce Integration Currently in Beta
How It Will Work (Once Available)
The setup process for when the integration goes live
Once the integration is ready:
For Administrators (One-time setup)
Your Salesforce admin will install the Henk Connected App in your Salesforce organization using a simple installation link we provide.
For All Users
After admin setup, any user can click "Connect" on the Salesforce integration card, sign in to Salesforce, and authorize access - no technical knowledge required.
Why Connect Salesforce?
Benefits of the Salesforce integration
Import Contacts Seamlessly
Sync your Salesforce contacts directly into Henk campaigns without manual data entry.
Keep Data Up-to-Date
Automatically sync contact information and campaign results back to Salesforce.
Secure OAuth Authentication
Industry-standard OAuth 2.0 means no sharing passwords or API keys.
Troubleshooting
Error: "External client app is not installed"
This means Step 1 hasn't been completed yet.
Solution: Contact your Salesforce administrator to install the app in your organization. They need to complete Step 1 above.
Error: "You denied access"
You clicked "Deny" when Salesforce asked for permission.
Solution: Try connecting again and click "Allow" when Salesforce asks for permission.
Missing "API Enabled" permission
Your Salesforce user profile doesn't have API access.
Solution: Ask your Salesforce administrator to enable the "API Enabled" permission in your user profile.
What We Access
Information we request from your Salesforce account
Contact Records
Read access to import your contacts for targeted campaigns
Basic Account Information
Your name and email to identify your account
API Access
Permission to sync data in real-time
Security: We use industry-standard OAuth 2.0 for secure authentication. You can revoke access at any time from your Salesforce Connected Apps settings.