Integrating SlickText with Salesforce

SlickText’s Salesforce integration allows you to create contacts and update contact fields in Salesforce using data you collect through SlickText.

In this article:

Connecting your SlickText and Salesforce Accounts

Syncing Contact Data from SlickText to Salesforce

Syncing Contact Opt-In Status

Mapping Contact Fields

Before We Begin

Integrating SlickText and Salesforce requires you to have an account with both platforms. This is currently a one-way integration with Salesforce. Updates to contact fields in Salesforce will not sync back to SlickText.

Connecting your SlickText And Salesforce Accounts

Before you can sync contacts from SlickText to Salesforce, you’ll need to give SlickText permission to access your Salesforce account. To do this:

1. From the Dashboard, click on your name in the bottom left corner and choose Settings. 
2. On the Settings page, click on Integrations.
3. Scroll through the list of integrations and click on Salesforce.
4. In the top right corner of the page, click the Install button.
5. You will be redirected to Salesforce, where you can log in if you are not already.
6. If the connection is successful, you will be redirected back to SickText and see a popup message indicating that the integration has been installed. Click Close to confirm.
7. You can now configure the Integration Settings, which you can learn more about below.  

Syncing Contact Data from SlickText to Salesforce

In this section, you’ll select a behavior for when contact changes are going from SlickText to Salesforce.

• Create new contacts and update existing ones in Salesforce: When a new contact is created in SlickText, a new contact will be created in Salesforce. When changes are made to contact fields in SlickText, those changes will overwrite the corresponding contacts’ existing data in Salesforce. 

• Update existing Salesforce contacts only: When changes are made to contact fields in SlickText, those changes will overwrite data for corresponding contacts in Salesforce. New contacts created in SlickText will not be created in Salesforce.

• Don’t do anything: When changes are made to contact fields in SlickText, nothing happens in Salesforce.

Syncing Contact Opt-In Status

When the integration is installed, a contact field is created in Salesforce called SlickText Opt-In Status. Once the contact is synced, any changes to a contact's Opt-In Status in SlickText will update the contact property in Salesforce.

Mapping Contact Fields

Once you have the integration installed, SlickText will automatically map the following fields to Salesforce:

• Last Name 
• First Name
• Opt-In Status

To sync additional contact fields:

1. Click the + Add Contact Field button.
2. Select the SlickText field you would like to sync.
3. Select the corresponding Salesforce field you would like to sync the SlickText field to.
4. If necessary, repeat as many times as you need to.
5. Click Save when all of the fields you would like to sync are configured.

If you don’t see a field you need to sync in SlickText:

1. Open up another browser tab and create a Custom Field.
2. Go back to your Salesforce integration settings and click Refresh Fields.
3. Select the new custom field and the Salesforce field you want to sync it to. 

If you don’t see a field you need to sync in Salesforce, refer to Salesforce’s support resources for further assistance on how to create a custom field in Salesforce.