How do I connect Make.com with Salesforce

So, you’ve heard about the magic of automation and now you're itching to connect Make.com (formerly Integromat) with your Salesforce account. Great choice! This dynamic duo can supercharge your business processes and save you loads of time. Let’s dive into the nitty-gritty of making that connection.

Step 1: Sign Up/Log In to Make.com

First things first, get yourself an account on Make.com if you don’t already have one. Visit Make.com(https://www.make.com) and sign up.

1. Click on Sign Up if you’re new.
2. If you’re returning, simply log in with your credentials.

Step 2: Create a New Scenario

After logging in, it’s time to create your first scenario (that's what Make.com calls an automated workflow).

1. Click the Create New Scenario button.
2. A new panel will open up where you can add your modules.

Step 3: Connect Salesforce as a Module

With the blank scenario in front of you, let’s add Salesforce.

1. Click on the + button to add a module.
2. Search for Salesforce in the module search bar.
3. Choose the Salesforce module you need, for example, Watch Records if you want to trigger actions when new records are created.

Step 4: Authorize Salesforce

Now, you’ll need to connect your Salesforce account to Make.com to fetch or push data.

1. Click on the Add button next to the connection setup.
2. A new window will open up asking for your Salesforce login credentials.
3. Enter your Salesforce credentials and authorize Make.com to access your data.

Step 5: Configure the Module

Once your Salesforce account is connected, you can set up the specifics of your module.

1. Select the object you want to work with, such as Leads, Opportunities, or Accounts.
2. Define the criteria if needed—for example, only pull records that are created after a specific date.

Step 6: Add Other Modules (Optional)

Want to add more fancy steps to your automation, like pushing these updates to Slack, Google Sheets, or another app? No problem!

1. Click the + button again to add more modules.
2. Repeat the process of choosing the app and configuring its settings.

Step 7: Test and Run the Scenario

Before putting it into action, you’ll want to make sure everything runs smoothly.

1. Click the Run Once button to test your scenario.
2. Ensure that the data flows correctly from Salesforce to your connected apps (and vice versa).
3. If something’s amiss, tweak the settings until it works perfectly.

Step 8: Schedule and Activate

Happy with your test run? Awesome! Now, let’s schedule it.

1. Specify how often you want this scenario to run—every 15 minutes, hourly, daily, etc.
2. Finally, click on Schedule to activate your scenario.

Common Troubleshooting Tips

• Timeout Errors: Make sure your Salesforce instance does not have stringent API limits.
• Authentication Issues: Double-check your Salesforce credentials and permissions.
• Data Mismatched: Verify that your field mappings are accurate and the data types are correct.

Conclusion

And that’s it! You’re now all set to leverage the power of Make.com and Salesforce to streamline your business processes. Automation is a big step forward, so take your time to explore all the variables and settings to get it just right.

Happy automating! 🚀