SlapFive Docs
  • Getting Started
    • SlapFive Explained
    • SlapFive Terminology
    • SlapFive Data Model
    • SlapFive Best Practices
      • SlapFive Successful Launch Plan
        • Workshops Defined
      • Onboarding Timeline
        • Onboarding Structure
      • Building a Customer Program
        • Customer Program Invitations
        • What's in it for them
        • Who to invite
        • Customer Invite Form Examples
        • Nominations
      • Member and Company Creation
      • Remote Capture and Prompts
        • Prompt Group Explanation
      • Content Management
        • Creating File or Link type Boards
        • Template Catalog
      • Request Management
        • Managing new reference requests
          • Request Fulfillment Workflow
            • Tracking Completed Activities from Requests
      • SlapFive SFDC App
        • What is the SlapFive SFDC app?
        • Live in Salesforce
        • Sales Requesting a Reference
        • View and Share Content
        • View Companies and Permissions
        • Nominate an Advocate
        • Track Influenced Events
  • INTEGRATIONS
    • Salesforce
      • The Salesforce App
        • 1. Install the Package
        • 2. Create Named Credential
        • 3. Configure Custom Settings
        • 4. Create a Remote Site
        • 5. Enable My Domain
        • 6. Assign Permissions
        • 7. Enable Identity Provider
        • 8. Create Connected App
        • 9. Configure Embedded Lists
        • 10. Assign Page Layouts to Record Types
        • 11. Customize Labels
        • 12. Salesforce Classic
        • 13. Delegate Authentication to Okta
        • Re-install or Upgrade
        • Generate a New Security Certificate
        • Version History
      • Synchronize Data between Salesforce and SlapFive
        • Determine the Salesforce integration user
        • Establish your Salesforce Connection
        • Select Salesforce objects and fields to synch
        • Test the Data Synchronization
        • Enable Salesforce users to nominate Contacts for your program
        • Salesforce Zaps (Deprecated)
          • SlapFive Request > Salesforce Customer Influence
          • SlapFive Request Fulfillment Member > Salesforce Customer Influence Activity
          • SlapFive Request Fulfillment Board > Salesforce Customer Influence Activity
          • SlapFive Content Share > Salesforce Customer Influence
          • SlapFive Content View > Salesforce Customer Influence Activity
          • SlapFive Activity > Salesforce Customer Activity
          • Salesforce Account > SlapFive Company
          • Salesforce Contact > SlapFive Member & Company
          • SlapFive Member > Salesforce Contact
          • SlapFive Company > Salesforce Account
          • SlapFive Activity > Salesforce Activity
      • Troubleshooting
    • Eloqua
      • Connect to Eloqua
      • Customer Referrals
    • Gainsight CC (Insided)
      • Connect to Gainsight CC (Insided)
    • Gainsight CS
      • Connect to Gainsight CS
    • Higher Logic Vanilla
      • Connect to Higher Logic Vanilla
    • Highspot
    • Influitive
      • Connect to Influitive
    • Marketo
      • Connect to Marketo
    • Slack
      • Connect to Slack
      • Post a message to a Slack Channel or User
    • Typeform
      • 1. Create an application in Typeform
      • 2. Connect to Typeform
      • 3. Map your Typeform form fields to SlapFive
  • Customizations
    • SlapFive API
    • Use Okta for Single Sign-On
    • Use Azure AD for Single Sign-On
    • Use Okta for SSO for Salesforce users
    • SlapFive Template Catalog
    • Configure a custom domain for your SlapFive Boards
    • Send emails from your own domain and email addresses
    • Embed customer voice on your website or landing page
    • Access Board and Story lists from within another app
  • Standard Agreements
    • Master Service Agreement
    • Data Processing Agreement
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Salesforce Zaps (Deprecated)

The preferred way to synchronize data between Salesforce and SlapFive is with SlapFive's embedded integration services. This section contains instructions for using the SlapFive Zapier integration.

PreviousEnable Salesforce users to nominate Contacts for your programNextSlapFive Request > Salesforce Customer Influence

Last updated 8 months ago

On this page
SlapFive Request > Salesforce Customer Influence
SlapFive Request Fulfillment Member > Salesforce Customer Influence Activity
SlapFive Request Fulfillment Board > Salesforce Customer Influence Activity
SlapFive Content Share > Salesforce Customer Influence
SlapFive Content View > Salesforce Customer Influence Activity
SlapFive Activity > Salesforce Customer Activity
Salesforce Account > SlapFive Company
Salesforce Contact > SlapFive Member & Company
SlapFive Member > Salesforce Contact
SlapFive Company > Salesforce Account
SlapFive Activity > Salesforce Activity