How to Integrate with Salesforce?

To enable efficient and reliable data exchange between Salesforce and Forward, the integration uses Salesforce’s Core API services and the custom Forward Salesforce App.
Before you begin, make sure the necessary permissions are in place and the app is installed correctly.
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​Salesforce Edition Requirement:
The Forward Salesforce App can only be installed on Salesforce Enterprise or Unlimited editions. Please verify that your organization uses one of these supported editions before proceeding.
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To check your Salesforce edition:

When you click Connect, Forward will redirect you to Salesforce’s OAuth2 authorization flow. You’ll see a screen requesting permission for the integration.
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After granting permission, Forward will receive access to Salesforce APIs via OAuth2.
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This allows Forward to securely interact with your Salesforce data.

After completing the authorization step, return to the Integrations > Organization Integrations page in Forward.

You will now see a Settings button next to the Salesforce integration.
Click this button to view step-by-step instructions for installing the Forward Application Package in your Salesforce environment.
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For the installation of the application, you will be redirected to Salesforce to install the application by pressing the Install button.
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After pressing the Install button, you must allow access to the Forward API addresses.
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After pressing Continue, wait for the installation process.
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After installing the application, you need to configure the region and security settings.
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Once this step is completed, all necessary settings will be in place to securely enable data exchange between Salesforce and Forward.
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You can create a Space directly from Salesforce without switching to Forward.
Spaces can be created based on either Lead or Opportunity objects. Once created, the Space and the related Salesforce record are mapped and synchronized.
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You can use Salesforce Flow to automatically create a Space on Forward for your Lead records.
The following fields are used by default when creating a Space from a Lead:
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Additionally, in the Flow action, you can dynamically set the Company Logo field using any field of your choice.
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Make sure that the logo URL is publicly accessible — it must be a valid URL that can be reached by external services.
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You can also use Salesforce Flow to automatically create a Space on Forward based on your Opportunity records.
The following fields are used by default when creating a Space from an Opportunity:
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As with Lead-based Flows, you can dynamically set the Company Logo field in the Flow action using any field from the Opportunity object.
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Ensure that the logo URL is publicly accessible, meaning it must be a valid URL that external services can reach.
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Forward Spaces created from your Lead or Opportunity records may go through different status changes. To keep these changes in sync between Salesforce and Forward, you can use the Status Synchronization feature.

The following fields are used by default for status synchronization:
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Forward allows you to map, filter, and report your Spaces using your Salesforce Products. By syncing your products with Forward, you can deliver product-specific content within each Space.
With this synchronization:
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The following fields are used by default for product synchronization:
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Also In Forward Space, you can use the products belonging to Space as variables in content editors.
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Forward provides microsite features for each Space, allowing you to personalize content using both static and dynamic variables.

You can use fields from the Lead and Opportunity objects in Salesforce as variables to dynamically populate content.
Only the fields used by Forward are accessed — no other fields or data are read or transferred unless they are specifically required.
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This enables you to generate a personalized Space without additional manual edits.

You can also use custom fields from Salesforce.
If you want to use fields from custom objects that are linked to Leads or Opportunities, please contact the Forward Support Team for setup assistance.
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You can reference the following Salesforce objects when using variables in templates:

When the Forward Salesforce Application Package is installed, it automatically creates the following custom components:
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Do not delete or modify them under any circumstances.

With the installation of Forward Salesforce Application, Space Creation actions are available for your use in Flow. You can create Space on Forward for Lead & Opportunity using these actions.
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​Create Space For Leads
For example, let's create a Flow on Salesforce to create Space when a Lead record is created.
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Open the Flows page.
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Click the New button to create a new Flow.
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There are many different Flow types on Salesforce. Since the example we will make needs to be triggered with a record, we will continue with the “Record-Triggered Flow” option.
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After creating your Flow, click the Edit button on the Start node. In the screen that opens, select Lead as the object and choose "A record is created" as the trigger.
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Since all actions related to Forward must run asynchronously, enable the option "Include a Run Asynchronously path to access an external system after the original transaction for the triggering record is successfully committed" in the Optimize the Flow for section.
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Close the settings panel by clicking the “X” button. Then, click the “+” button under the Run Asynchronously path to add the necessary Flow actions.
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From the drop-down menu, you can quickly find Forward actions by searching for “Create Space”.
There are two separate actions available: one for creating a Space from a Lead, and another from an Opportunity.
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Select the action that matches the object you are working with. Since this example is based on a Lead, choose the "Create Space For Lead" action to proceed.
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After selecting the action, the configuration screen will open. This screen includes default fields such as Label, API Name, and Description. In addition to these, the action requires specific parameters to function properly.
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You will see fields like Lead Id, Logo URL, and Template Id, each serving a distinct purpose:
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After completing the configuration, save and activate the Flow. Once activated, a Forward Space will be created automatically whenever a new Lead record is created.
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By using Salesforce Flow, you can create Forward Spaces tailored to any use case your organization requires, offering full flexibility in how and when Spaces are generated.
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