Salesforce

Salesforce is a leading CRM platform that helps organizations streamline sales, marketing, and customer relationship management.

The CustomerLabs + Salesforce integration lets you bring in Accounts, Contacts, and Opportunities from Salesforce to build unified customer profiles and activate them across your marketing stack.

How the Integration Works

1. Salesforce sends event-based data to CustomerLabs via record-triggered flows
2. CustomerLabs receives and processes the data
3. Identity resolution maps records to user and account profiles
4. Enriched data can be synced to your ads and marketing platforms

Prerequisites

• Admin access to a Salesforce account
• Admin access to an active CustomerLabs account

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1. Connect Salesforce with CustomerLabs

Step 1: Add Salesforce as a Source in CustomerLabs

1. Log in to your CustomerLabs account.

2. Navigate to Sources from the left-hand menu and click Connect Source.

3. Select Salesforce from the source list.

   

4. Copy the Webhook URL and App ID generated — you will need both in the following steps.

   

Step 2: Install the CustomerLabs Package in Salesforce

1. Use the installation link provided in CustomerLabs to open the package installer.

   

2. Log in to Salesforce as an Admin.

3. Select Install for Admins Only and click Install.

   Note

   Admin access is required to install the package. If you are not an admin, contact your Salesforce administrator.

4. Once installation is complete, click Done.

Step 3: Configure CustomerLabs Settings in Salesforce

1. In Salesforce, click the gear icon and go to Setup.

   

2. In the Quick Find box, search for Custom Settings.

3. Click CustomerLabs Settings from the list.

   

4. Click Manage, then click Edit.

   

5. Paste your CustomerLabs App ID into the field.

6. Click Save.

   

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Step 4: Configure Remote Site Settings

1. In the Quick Find box, search for Remote Site Settings.

2. Click New Remote Site.

   

3. Enter the following values and click Save:

   Field	Value
   Remote Site Name	CustomerLabs
   Remote Site URL	https://hook.customerlabs.co
   Active	Enabled

   

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2. Set Up Flows in Salesforce

Flows allow you to send event-based data from Salesforce to CustomerLabs automatically when records are created or updated. Create a separate flow for each object or trigger condition you want to track.

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Flow 1: Send Data When a New Account Is Created

Create the Flow

1. In Salesforce Setup, search for Flows under Process Automation.

   

2. Click New Flow.

3. Select Record-Triggered Flow and click Create.

   

Configure the Trigger

Set the following values and click Done:

Setting	Value
Object	Account
Trigger	A record is created
Entry Conditions	None (or as needed)
Optimize For	Actions and Related Records
Run Asynchronously	Enabled

Add an Action

1. Click + under Run Asynchronously.

   

2. Select Action.

   

3. Set Category to Event and choose Send data to CustomerLabs as the action.

   

Configure the Action

1. Enter a Label (e.g., Account Created).

   

2. Under Set Input Values, add:

   Field	Value
   recordIdString	Record → Account → ID

   

3. Click Done.

Save and Test

1. Click Save, enter a Flow Name and Description, then click Save again.

   

2. Click Debug and configure:

   • Path: Run Asynchronously
   • Record: a sample Account
     

3. Click Run.

   
   

   Note

   If errors occur during debug, review your trigger and action configuration and retry.

Activate the Flow

Click Activate to start sending new account data to CustomerLabs.

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Flow 2: Send Data When an Account Is Updated

Create the Flow

1. Go to Setup → Flows → New Flow → Record-Triggered Flow → Create.

   
   

Configure the Trigger

Set the following values and click Done:

Setting	Value
Object	Account
Trigger	A record is updated
Condition Requirement	Only when a record is updated to meet the condition requirements
Optimize For	Actions and Related Records
Run Asynchronously	Enabled

Caution

Setting Entry Conditions is mandatory for update flows. Without a condition, the flow will fire on every field change.

Example: Set Rating = Hot so data is sent only when the Rating field changes to Hot.

Add and Configure the Action

1. Click + under Run Asynchronously → Action.

   
   

2. Set Category to Event and choose Send data to CustomerLabs.

   

3. Enter a Label (e.g., Account Updated).

   

4. Under Set Input Values, set recordIdString to Record → Account → ID.

   

5. Click Done.

   

Save and Test

1. Click Save, add a Flow Name and Description.
2. Click Debug, select Path: Run Asynchronously and choose an Account record.
   
   
3. Update a field (e.g., Rating → Hot) and click Run.
   

Activate the Flow

Click Activate to start sending updated account data to CustomerLabs.

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Flow 3: Send Data When an Account Is Created with Related Objects

This flow sends Account data together with related object data (e.g., Opportunities) to CustomerLabs in a single event.

Create the Flow

1. Go to Setup → Flows → New Flow → Record-Triggered Flow → Create.

   
   

2. Set Object to Account and Trigger to A record is created.

   

Configure the Flow

Set the following and click Done:

Setting	Value
Entry Conditions	Optional
Optimize For	Actions and Related Records
Run Asynchronously	Enabled

Create a Variable for Related Objects

1. In the left panel, click New Resource.

   

2. Configure the variable:

   Field	Value
   Resource Type	Variable
   Data Type	Text
   Allow Multiple Values (Collection)	Enabled
   Available for Input	Enabled

   
   
   

3. Click Done to save the variable.

   Tip

   To find child relationship names, go to Setup → Object Manager → Child Object → Fields & Relationships → Child Relationship Name.

   

Add Assignment Logic

1. Click + under Run Asynchronously → Assignment.
   
   
   
2. Set the variable created above and assign the following values:
   • AccountId
   • Opportunities (the child relationship name)

These represent the parent-child relationships to include.

Add and Configure the Action

1. Click + after the Assignment → Action.
   
   
2. Set Category to Event and choose Send data to CustomerLabs.
   
3. Enter a Label.
   
4. Under Set Input Values, set recordIdString to Record → Account → ID.
   
5. Enable Include Related Objects and select the variable created earlier.
   
   
6. Click Done.

Save and Test

1. Click Save, add a Flow Name and Description.
   
2. Click Debug, select Path: Run Asynchronously and choose a sample Account.
   
3. Click Run.
   

Activate the Flow

Click Activate to start sending Account data along with related objects.

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3. Build Workflows in CustomerLabs

A Workflow in CustomerLabs transforms raw event data received from Salesforce into structured profiles. Set up one workflow per flow type — for new accounts, updates, and related objects.

With workflows you can:

• Capture events like Account, Contact, or Opportunity creation and updates
• Filter relevant data before processing
• Map incoming fields to structured user and account profiles

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Workflow 1: New Account Created

This workflow captures newly created Account data from Salesforce.

Name Your Workflow

Assign a descriptive name (for internal reference only), for example: salesforce_account_created.

Choose Sample Data

1. Create a test Account in Salesforce to trigger the flow.
2. Click Choose Sample Data, then click Fetch New Data.

Note

You can fetch up to 5 samples at once. If no data appears immediately, wait a few moments and try again.

3. Click View Details to inspect the incoming JSON structure.

4. Click Select this sample to proceed.

Apply Filters (Optional)

Filter incoming data to process only the events you need.

Example condition: Object Type = Account

Configure the Event

1. Choose Create or Update Group as the event type, or define a custom event name.
2. Optionally use Dynamic Event Name to name events based on incoming data.

Account Identity Mapping

Map identifiers to unify account data across sources. For example:

• Account ID
• Website

Attribute Mapping

Map incoming Salesforce fields to Account Traits or Event Properties in CustomerLabs.

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Workflow 2: Account Updated

This workflow captures updates made to existing accounts in Salesforce.

Name Your Workflow

Assign a name (e.g., salesforce_account_updated) and set a Workflow Delay if you have multiple workflows on the same source.

Caution

Without a workflow delay, data from the source is sent to all workflows simultaneously. This may cause concurrency issues when multiple workflows try to update the same profile at the same time.

Choose Sample Data

1. Update an Account field in Salesforce (e.g., change Rating to Hot) to trigger the flow.

2. Click Choose Sample Data, then Fetch New Data.

   

3. Click View Details to inspect the incoming data, then click Select this sample.

   

Apply Filters

Example condition: Object Type = Account

Configure the Event

Use Create or Update Group or define a custom event name.

Account Identity Mapping

Map Account ID and Website as identifiers.

Attribute Mapping

Map updated fields to Account Traits. For example, map Rating to an account trait.

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Workflow 3: Account with Related Objects (Account + Opportunity)

This workflow captures Account data along with related Opportunity data sent from Flow 3.

Name Your Workflow

Assign a name (e.g., salesforce_account_with_opportunities) and set a Workflow Delay if needed.

Choose Sample Data

1. Create a test Account with an associated Opportunity in Salesforce to trigger Flow 3.

2. Click Choose Sample Data, then Fetch New Data.

   

3. Click View Details to inspect the nested JSON structure (Account + Opportunities).

   

4. Click Select this sample to proceed.

   

Apply Filters

Example conditions:

• Object Type = Account

• Opportunities data exists in the payload

  
  

Configure the Event

Use Create or Update Group or define a custom event name.

Account Identity Mapping

Map Account ID and Website as identifiers.

Attribute Mapping

Map Salesforce fields to Account Traits or Event Properties. For example, map Opportunity Stage to an account trait.

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4. Destinations

Once your Salesforce data flows into CustomerLabs, you can send it to third-party apps and marketing platforms. Learn more about the supported destination integrations.

Tip

Need a hand? We are happy to help — reach out to us at [email protected].