Real People, 24/7

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!
  1. Access leads for your Pages
  2. Read content posted on the Page
  3. Create and manage ads for your Page
  4. 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.

Step 4: Scheduling  

Finally, the very last step. You can select the time when you would like to sync your data automatically.

Sync Scheduling Guide

Tap the "Finish" button and then Sync Now. Any questions or hit any snags? Please feel free to contact our 24/7 Support Team.

Tap the "Finish" button and then Sync Now. 


Check out these Help Desk articles for answers to frequently asked questions.

Get Started | Login Issues | Pricing

Have more questions? Submit a request