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Enrich your data with Salesforce

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

This improves your decision-making with automatically enriched, up-to-date data, for a more accurate and actionable view of your customer base.

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Prerequisites

Before you begin, 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 synchronize (e.g., Accounts)

  • Your Salesforce organization allows authentication OAuth 2.0

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Step-by-step guide: connect 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 those credentials.

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Phase 1 – Create an External Client App in Salesforce

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Step 1 – Access the External Client App Manager

  1. Log in to Salesforce with an administrator account.

  2. Click thegear icon (top right) and open Setup.

  3. In the Quick Findbar, type External.

  4. Select External Client App Manager.

  5. Click New External Client App.

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Step 2 – Fill in the basic information

In the Basic Informationsection, fill in:

  • External Client App Name : a clear name (e.g., Fincome).

  • API Name : automatically generated from the application name (e.g., Fincome). You can keep the default value.

  • Contact Email : the email address of the team managing the integration (used by Salesforce to contact you about the application).

  • Distribution State : leave as Local (the app is only used by your own organization).

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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:

This value corresponds to theOAUTH_REDIRECT_URL provided by Fincome. It must be strictly identical, with no extra spaces or characters.

2. OAuth Scopes

Add at least the following scopes to the Selected OAuth Scopes :

  • Manage user data via APIs (api) — allows Fincome to read your Salesforce data via the API.

  • Perform requests at any time (refresh_token, offline_access) — required 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 ensures that the client secret is required when exchanging a refresh token, which is the recommended setting for server-to-server integrations like Fincome.

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Step 4 – Create the application

  1. Review your configuration.

  2. Click Create at the bottom of the page.

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

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Step 5 – Retrieve your credentials

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

  1. Open your newly created application from theExternal Client App Manager.

  2. Go to the Settings.

  1. Scroll down to the OAuth Settings.

  2. Click Consumer Key and Secret.

  1. Salesforce may ask you to verify your identity via a code sent by email — enter the code you received.

  2. Copy the two values:

Salesforce field
Fincome identifier

Consumer Key

secret_salesforce_client_id

Consumer Secret

secret_salesforce_client_secret

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Treat the Consumer Secret like a password. Never share it publicly or publish it in a public repository.

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Phase 2 – Configure the Salesforce source in Fincome

Step 1 – Access settings

  1. Go to Settings in Fincome.

  2. Open the Data sources.

  3. Click Enrichment sources.

  4. Select Connect a new enrichment source.

  5. Choose Synchronize Salesforce property(ies).

Step 2 – Configure the Salesforce source

A configuration window opens with the following fields:

1. Source name

Give your source a clear and unique name (e.g., Salesforce – Accounts). This name makes the source easy to identify in Fincome.

2. Salesforce credentials

Paste the values retrieved from your External Client App:

  • Client ID → the Consumer Key from Salesforce.

  • Client Secret → the Consumer Secret from Salesforce.

3. Salesforce properties to retrieve (separated by commas)

Enter the exact API names of the Salesforce fields to synchronize.

Example: Industry, Phone, BillingCity

How to find the exact API name of a field:

  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 from the Field Name column (this is the API name, e.g., Industry or Custom_Segment__c).

4. Name of the Salesforce identification axis in Fincome

Enter theFincome axis that contains the identifier used to match with Salesforce.

By default, this is the Salesforce Record ID (the 15- or 18-character identifier, e.g., 0015g00000XyZabAAB), but you can also use another Salesforce field (for example an internal customer ID), provided that:

  • the identifier is unique

  • the identifier is complete across all your customers

  • the value is strictly identical the same between Salesforce and Fincome

The goal is to use a common, reliable, and consistent identifier across all sources used in Fincome.

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This axis must already exist in Fincome, otherwise synchronization will not work.

5. Axis prefix (optional)

Define a prefix for axes created from Salesforce properties.

  • Without a custom prefix :

    • Default prefix: Salesforce_xxxxxx_

    • Example: Salesforce_726564_Industry

  • With a custom prefix :

    • Prefix: _Axis

    • Example: Salesforce_AxisIndustry

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

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Step 3 – Finalize the connection

  1. Click Validate.

  2. You are redirected to Salesforce.

  3. Log in with the Salesforce account to connect.

  4. Review and accept the requested permissions (api, refresh_token).

  5. Click Allow.

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Final check

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

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*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 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 axis) with the correct Salesforce account, in order to synchronize CRM properties correctly.

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Where to find the Record ID in Salesforce (Accounts)

  1. Log in to Salesforce.

  2. Open the Accounts (or use App Launcher → Accounts).

  3. Click the relevant account to open its record.

  4. Look at the browser 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.

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Other ways to obtain the Record ID

  • From a Salesforce report or list view, add the Account ID.

  • column When exporting from Salesforce (Data Export or Data Loader), include the Id.

  • column Via the Salesforce REST API, the Record ID corresponds to the Id.

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Best practices for synchronization with Fincome

  • Make sure the Record ID stored in Fincome is strictly identical the same as Salesforce's (with no spaces or formatting).

  • Prefer the18-character ID to avoid case-sensitivity issues during matching.

  • For large volumes, it is recommended to export Salesforce accounts with their IDs, then update Fincome axes in bulk.

⚠️ If the identifier stored in Fincome does not match Salesforce's, enrichment will not work.

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FAQ

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

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

→ What happens if a Salesforce field's API name is incorrect? Synchronization runs, but the affected axes will be populated with the value None.

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

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

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