Connect Salesforce to Fincome in a few clicks and unlock the full potential of your customer data. By enriching your Fincome dimensions with Salesforce properties, you get more detailed information, better segmentation, and more powerful analyses, all from a single, unified CRM source.

You thus improve your decision-making thanks to data that is automatically enriched and kept up to date, for a finer, more actionable reading of your customer base.

Prerequisites

Before starting, make sure the following conditions are met:

You have the necessary permissions in Salesforce to:

• Access Setup and create an External Client App
• View the Salesforce CRM objects you want to sync (e.g.: Accounts)

Your Salesforce organization allows OAuth 2.0 authentication

Step-by-step guide: connecting Salesforce to Fincome

Connecting Salesforce to Fincome requires two phases:

1. In Salesforce – create an External Client App (ECA) to obtain the OAuth credentials.
2. In Fincome – configure the enrichment source with these credentials.

Phase 1 – Create an External Client App in Salesforce

Step 1 – Access the External Client App Manager

1. Log in to Salesforce with an administrator account.
2. Click the gear icon (at the top right) and open Setup.

3. In the Quick Find bar, type External.

4. Select External Client App Manager.
5. Click New External Client App.

Step 2 – Fill in the basic information

In the Basic Information section, fill in:

• External Client App Name: a clear name (e.g.: Fincome).
• API Name: automatically generated from the application's name (e.g.: Fincome). You can keep the default value.
• Contact Email: the email of the team managing the integration (used by Salesforce to contact you about the application).
• Distribution State: leave on Local (the application is only used by your own organization).

Step 3 – Configure the OAuth settings

Enable API (Enable OAuth Settings), then fill in the following fields:

1. Callback URL

Enter the redirect URL provided by Fincome:

2. OAuth Scopes

Add at a minimum the following scopes to the Selected OAuth Scopes list:

• Manage user data via APIs (**api**) — lets Fincome read your Salesforce data via the API.
• Perform requests at any time (**refresh_token**, **offline_access**) — necessary so that Fincome can renew its access token without asking you to log in again.

3. Flow Enablement

• Check Enable Authorization Code and Credentials Flow. This is the flow used by the Fincome connector (OAuth 2.0 authorization code grant with refresh tokens).

4. Security

• Check Require Secret for Refresh Token Flow and Require Secret for Web Server Flow. This guarantees that the client secret is required when exchanging a refresh token, which is the recommended setting for server-to-server integrations like Fincome.

Step 4 – Create the application

1. Check your configuration.
2. Click Create at the bottom of the page.

Salesforce creates the External Client App and redirects you to its detail page.

Step 5 – Retrieve your credentials

You must now copy the Consumer Key and the Consumer Secret that Fincome will use to authenticate.

1. Open your newly created application from the External Client App Manager.
2. Go to the Settings tab.

3. Scroll down to the OAuth Settings section.
4. Click Consumer Key and Secret.

5. Salesforce may ask you to verify your identity via a code sent by email — enter the received code.
6. Copy the two values:

Phase 2 – Configure the Salesforce source in Fincome

Step 1 – Access the settings

1. Go to Settings in Fincome.
2. Open the Data sources tab.
3. Click Enrichment sources.
4. Select Connect a new enrichment source.
5. Choose Sync Salesforce property(ies).

Step 2 – Configure the Salesforce source

A configuration window opens. Seven fields must be filled in to connect the source and tell Fincome which Salesforce properties to retrieve and how to attach them to your customers.

1. Source name
Give your source a clear and unique name (e.g.: Salesforce – Accounts). This name is only used to easily identify the source in Fincome.

2. Client key of the Salesforce external application
Paste the Consumer Key (Client ID) retrieved from your External Client App in Phase 1 (Step 5).

3. Client secret of the Salesforce external application
Paste the Consumer Secret (Client Secret) of that same application. Treat it like a password.

4. ID of the custom dimension in Fincome to use as the matching key
This is the Fincome dimension used for the matching: the one that contains the unique identifier of your customers on the Fincome side. Enter the label of this dimension.
Example: Customer number — the dimension that contains the unique number/identifier of each customer in your reference system.
This value will be compared with the Salesforce field in the next step to match each customer to the right Salesforce record.

5. Salesforce field to use as the matching key
This is the Salesforce field that contains exactly the same value as the dimension above, to allow the match. Enter its exact API name.
Example: Customer_number__c (or Id if you match on the Salesforce Record ID — see below).
Fincome links a customer to a Salesforce account as soon as: value of the Fincome dimension (field 4) = value of the Salesforce field (field 5).
The identifier used on both sides must be unique, exhaustive across all your customers, and strictly identical between Salesforce and Fincome (no spaces or formatting).

6. Salesforce fields (separated by commas) to retrieve
Enter the exact API names of the Salesforce fields to sync, separated by commas. They will become new analytical dimensions in Fincome.
Example: Industry, Phone, BillingCity

How to find a field's exact API name:

1. In Salesforce, open Setup.
2. Go to Object Manager and select the object (e.g.: Account).
3. Click Fields & Relationships.
4. Copy the value of the Field Name column (this is the API name, e.g.: Industry or Custom_Segment__c).

7. Enriched dimension prefix (optional)
Set a prefix applied to the dimensions created from the Salesforce properties, to spot them easily and avoid name collisions.

• Without a custom prefix:

Default prefix: Salesforce_xxxxxx_
Example: Salesforce_726564_Industry

• With a custom prefix:

Prefix: _Axis
Example: Salesforce_AxisIndustry

If no prefix is entered and the names match existing dimensions, Fincome will merge the dimensions.

Step 3 – Finalize the connection

1. Click Validate.
2. You are redirected to Salesforce.
3. Log in with the Salesforce account to connect.
4. Check and accept the requested permissions (api, refresh_token).
5. Click Allow.

Final check

Go back to Settings → Data sources → Enrichment sources and check that your Salesforce source appears as active.

*What is a Record ID and where to find it in Salesforce

A Record ID is the unique identifier assigned by Salesforce to each record — here, an Account. It exists in two formats:

• 15-character ID (case-sensitive): visible in the record's URL.
• 18-character ID (case-insensitive): returned by the API and exports. Both point to the same record.

Fincome can use this identifier to match a Fincome customer (via an analytical dimension) to the right Salesforce account, in order to correctly sync the CRM properties.

It is one of the most common values to enter in the “Salesforce field to use as the matching key” field (field 5 of Step 2): in that case enter Id on the Salesforce side, facing the Fincome dimension that stores this same Record ID.

Where to find the Record ID in Salesforce (Accounts)

1. Log in to Salesforce.
2. Open the Accounts tab (or use App Launcher → Accounts).
3. Click on the relevant account to open its record.
4. Look at the browser's address bar: the Record ID appears in the URL.

Example URL: https://your-org.lightning.force.com/lightning/r/Account/0015g00000XyZabAAB/view 👉 In this example, 0015g00000XyZabAAB corresponds to the Record ID.

Other ways to get the Record ID

• From a Salesforce report or list view, add the Account ID column.
• During a Salesforce export (Data Export or Data Loader), include the Id column.
• Via the Salesforce REST API, the Record ID corresponds to the Id field.

Best practices for syncing with Fincome

• Check that the Record ID recorded in Fincome is strictly identical to Salesforce's (no spaces or formatting).
• Prefer the 18-character ID to avoid case-sensitivity problems during matching.
• For large volumes, it is recommended to export the Salesforce accounts with their IDs, then update the Fincome dimensions in bulk.

FAQ

→ What type of Salesforce data can I enrich in Fincome?
You can sync all the Salesforce account fields you have access to: industry, size, location, custom fields (__c), etc.

→ What happens if the identification dimension does not exist in Fincome?
The synchronization will fail. The dimension must imperatively be created beforehand.

→ What happens if a Salesforce field's API name is incorrect?
The synchronization runs, but the dimensions concerned will be filled with the value None.

→ What happens if I revoke the External Client App in Salesforce?
The synchronization will stop immediately. You will have to reconnect the source in Fincome, possibly with new credentials.

→ How often is the data updated?
The data is updated daily.

Updated on: 30/07/2026