Salesforce

Use Meshes to add contacts to Salesforce campaigns and update supported Contact picklist fields from product events.

Use the Salesforce integration when Meshes should react to product events by updating Salesforce campaign membership or Contact fields. In a Meshes workspace, you connect Salesforce, build a rule for the event you care about, and choose the Salesforce campaign or property the rule should target.

Supported actions

Add to Campaign creates or updates the Contact and adds that Contact to a selected Salesforce campaign.
Remove from Campaign removes the Contact from a selected Salesforce campaign.
Update Property updates a supported Salesforce Contact picklist field to a selected value.

Create the connection

Create a Salesforce connection

Open Connections in your Meshes workspace.
Click New Connection.
Select Salesforce.
Give the connection a clear name.
Click Connect to Salesforce and complete the OAuth flow.

After authorization, Meshes loads the campaigns and supported Contact properties available to that Salesforce org.

Create a rule

Create a Salesforce rule

Open Rules and click New Rule.
Select the event type that should trigger the Salesforce action, such as user.signup or customer.converted.
Select the resource type for that event.
Choose your Salesforce connection.
Select the action:
- Add to Campaign or Remove from Campaign requires a Salesforce campaign.
- Update Property requires a Contact picklist field and one allowed value for that field.
Map the event fields Meshes should send to Salesforce.
Save the rule.

For Salesforce rules, map email plus any contact profile fields you want available when Meshes creates or updates the Contact.

Send a test event

Send a test event in Meshes

Use Send Test Event on the rule to verify the campaign or property action.

{
  "email": "test@example.com",
  "first_name": "Test",
  "last_name": "User",
  "phone": "+1 (512) 555-1212"
}

Review results

After the event runs, open Events and inspect the Salesforce delivery details. Meshes shows whether the rule completed, what action ran, and any retries or failures.

Notes

Meshes finds or creates the Salesforce Contact by email before campaign or property actions run.
Campaign availability depends on the Salesforce org and the permissions of the authorized user.
Update Property only exposes updateable Contact picklist fields and their allowed values.
Provide a last name in your mapped data when possible so new Contact creation has the fields Salesforce expects.

Create a rule

Open Rules and click New Rule.

Select the event type that should trigger the Salesforce action, such as user.signup or customer.converted.

Select the resource type for that event.

Choose your Salesforce connection.

Select the action:

Add to Campaign or Remove from Campaign requires a Salesforce campaign.
Update Property requires a Contact picklist field and one allowed value for that field.

Map the event fields Meshes should send to Salesforce.

Save the rule.

For Salesforce rules, map email plus any contact profile fields you want available when Meshes creates or updates the Contact.

Notes

Meshes finds or creates the Salesforce Contact by email before campaign or property actions run.

Campaign availability depends on the Salesforce org and the permissions of the authorized user.

Update Property only exposes updateable Contact picklist fields and their allowed values.

Provide a last name in your mapped data when possible so new Contact creation has the fields Salesforce expects.