Salesforce Integration

Setting up Salesforce Integration for Resident Sync

Our Salesforce integration allows you to automatically sync resident contact information between your Salesforce CRM and our app.

Prerequisites

• Admin permission in your Generator App
• Admin access to your Salesforce org (Sandbox or Production)
• Ability to create a Connected App in Salesforce
• API credentials (Client ID, Client Secret)
• Access to the Contact object
• A custom checkbox field on Contact named App_Sync__c
• Optional: Custom objects for Buildings, Properties, and Profiles

Step 1: Setup in the Generator App

1. Navigate to Settings > Organisation > Integrations > Salesforce
2. Enable the integration

Step 2: Configure Salesforce

2.1 Create a Connected App

1. Go to Setup > App Manager > New Connected App
2. Fill in name, email, and set up OAuth settings
3. Enable OAuth Settings:
   • Callback URL: Use the URL provided in your Generator App
   • Scopes:
     • Access and manage your data (api)
     • Perform requests on your behalf at any time (refresh_token, offline_access)
4. Save and copy your Client ID and Secret

2.2 Ensure Required Fields Exist

• In Object Manager > Contact:
  • Create a checkbox field: App_Sync__c
  • Ensure lookup relationships exist to Building__c , Property__c and Profile__c

Step 3: Provide API Credentials

Copy the API credentials from your Salesforce Connected App into the Generator App fields:

Step 4: How the Sync Works

• Only Contacts where App_Sync__c = true are synced
• The system fetches:
  • Full Name
  • Email
  • Mobile Phone
  • Building, Property, and Profile from related records
• The system pushes:
  • Buildings
  • Properties
  • Profiles
• Duplicate records are skipped automatically

Important Notes

• Custom Objects must be created before syncing
• If Custom Objects Property__c , Building__c , and/or Profile__c , are already in use in your Salesforce, please speak to our support team for guidance

Troubleshooting

You're Ready to Sync!

Once configured, your integration will run automatically based on your setup schedule.

Need help? Contact our support team at support@generatorapp.io