How To Set Up Your Facebook For Salesforce Integration (With Features)

How to Set Up Your Facebook to Salesforce Integration

If you are setting up the integration, you will enjoy 4 full weeks to test out all your use cases and use all our features and integration capabilities.

Sync 1 - 1,000,000+ Leads between Facebook to Salesforce
Any Leads from Facebook will be synced over to your Salesforce
Select specific Forms to sync from Facebook to Salesforce
Any Fields from Facebook will be synced over to your target Field in Salesforce
Sync on Demand is included for easy testing of your integration scenarios
Scheduling of a Set-Up is available on Free Trial, and plans

General Pre-Integration Steps

You can just log into your SyncApps account. This will land you in the SyncApps Dashboard. Head to Set-Ups, and once you’ve selected the Set-Ups tab, tap the “Create Set Up” button.

Enter a name for your new Set Up as your identifier. Then for the Sync Type, select Facebook to Salesforce.

Step 1: Facebook Configuration

Here's how to configure your Facebook and get it ready for integration with Salesforce via SyncApps:

Select the Login to your Account to your Facebook account button

Once you access your Facebook account profile, you can select the specific Page you want to retrieve in Step 1 by clicking on the "Edit Settings" option. Alternatively, if you want to retrieve all Pages, just ensure that all the boxes on each Page are checked.

Once set, you will be advised that all of the settings are turned on in your Facebook. Tap Done. You're all set!

Access leads for your Pages
Read content posted on the Page
Create and manage ads for your Page
Show a list of the Pages you manage

You can select the Specific Main Page and Main Form to retrieve in Step 1's configuration.

If done in Step 1 of the Set Up, hit next to save the configurations.

Step 2: Salesforce Configuration

Select the Connect to Salesforce button using oAuth and enter the credentials.

A Salesforce Sandbox is a test account type that can be used in SyncApps. When syncing, this will not affect your live or production records. You can use this option if you are testing records or requirements and want your production records to remain unaltered.
The Object type will automatically be set to Lead

Step 3: Field Mapping

Field Mapping is optional. Fields from Facebook and Salesforce will be visible in the dropdown automatically. If you have more additional fields to map, you must set these fields up in Step 3.