/flutterflow-integrations

FlutterFlow and Salesforce integration: Step-by-Step Guide 2024

Discover a step-by-step guide on integrating FlutterFlow with Salesforce. Simplify your process with easy-to-follow instructions and enhance your app's functionality.

What is Salesforce?

Salesforce is a cloud-based software company headquartered in San Francisco, California. It provides customer relationship management (CRM) service and also sells a complementary suite of enterprise applications focused on customer service, marketing automation, analytics, and application development. These services allow businesses to use cloud technology to better connect with their customers, partners and potential clients to grow their business.

Matt Graham, CEO of Rapid Developers

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How to integrate FlutterFlow with Salesforce?

 

Step-by-Step Guide on Integrating FlutterFlow with Salesforce

 

Step 1: Set Up Salesforce

 
  • Create Salesforce Account:
    • If you don't have a Salesforce account, visit Salesforce and sign up for a developer account.
  • Create a New Connected App:
    • Go to Setup in Salesforce by clicking on the gear icon in the top right corner.
    • In the Quick Find box, type App Manager and click on it.
    • Click New Connected App in the top right corner.
    • Fill in the Basic Information such as App Name, API Name, and Contact Email.
    • Under the API (Enable OAuth Settings) section, check Enable OAuth Settings.
    • Set the “Callback URL” to: http://localhost:3000/oauth/callback.
    • Under Selected OAuth Scopes, add Full Access (full) and Perform requests on your behalf at any time (refresh_token, offline_access).
    • Click Save and note down the Consumer Key and Consumer Secret displayed after the app is created (you'll need these later).
 

Step 2: Configure Salesforce API Access

 
  • API Usage:
    • Ensure API access is enabled for your Salesforce organization.
    • Go to Setup and type Profiles in the Quick Find box.
    • Choose the profile used by your Connected App and ensure that the API Enabled checkbox is checked.
 

Step 3: Set Up FlutterFlow

 
  • Create a Project in FlutterFlow:
    • Go to the FlutterFlow website and sign in or create an account.
    • Create a new project or open an existing project where you want to integrate Salesforce.
 

Step 4: Install Required Packages

 
  • HTTP Package:
    • Open the PUBSPEC.YAML file in FlutterFlow.
    • Add the http package to dependencies:
``` dependencies: http: ^0.13.3 ```
  • Oauth2 Package:
    • Add the oauth2 package to dependencies:
``` dependencies: oauth2: ^2.0.0 ```  

Step 5: Authenticate with Salesforce

 
  • Add Authentication Logic:
    • Create a new Dart file in your FlutterFlow project called salesforce\_auth.dart.
    • Add the following code to handle Salesforce OAuth2 authentication:
``` import 'package:oauth2/oauth2.dart' as oauth2; final authorizationEndpoint = Uri.parse('https://login.salesforce.com/services/oauth2/authorize'); final tokenEndpoint = Uri.parse('https://login.salesforce.com/services/oauth2/token'); final identifier = 'YOUR_CONSUMER_KEY'; // Replace with your Consumer Key final secret = 'YOUR_CONSUMER_SECRET'; // Replace with your Consumer Key final redirectUrl = Uri.parse('http://localhost:3000/oauth/callback'); var client; Future authenticate() async { final grant = oauth2.AuthorizationCodeGrant( identifier, authorizationEndpoint, tokenEndpoint, secret: secret, ); // Redirect the user to the authorization URL final authorizationUrl = grant.getAuthorizationUrl(redirectUrl); print('Please go to the following URL:'); print('$authorizationUrl'); print('Sign in and click "Allow", then copy the code from the redirect URL.'); // Once the user has authorized the application, they'll be redirected to // a URL like http://localhost:3000/oauth/callback?code=... // Get the authorization code from the URL. final authorizationResponse = Uri.parse(stdin.readLineSync().trim()); // Use the complete() method to exchange the authorization code for an access token. client = await grant.handleAuthorizationResponse(authorizationResponse.queryParameters); } ```  

Step 6: Make API Calls to Salesforce

 
  • Create Salesforce API Call Methods:
    • Add a new Dart file called salesforce\_api.dart.
    • Use the client obtained from the authenticate function to make API calls:
``` import 'salesforce_auth.dart'; Future fetchSalesforceData() async { if (client != null) { final response = await client.get(Uri.parse('https://your-instance.salesforce.com/services/data/vXX.X/sobjects/YourObject/')); if (response.statusCode == 200) { print('Data fetched successfully'); print(response.body); } else { print('Failed to fetch data: ${response.statusCode}'); } } else { print('Client is not authenticated'); } } ```  

Step 7: Use Salesforce Data in FlutterFlow

 
  • Integrate API Response in FlutterFlow Widgets:
    • Use the fetchSalesforceData method in the appropriate widget's lifecycle methods like initState to fetch data when the widget is created:
``` @Override void initState() { super.initState(); // Fetch Salesforce data fetchSalesforceData().then((data) { // Update the state with fetched data setState(() { // Update your widget with Salesforce data }); }); } ```  

Step 8: Testing

 
  • Run Your Application:
    • Ensure all dependencies are installed using flutter pub get.
    • Run your Flutter application on a suitable device or emulator.
    • Confirm that the application authenticates with Salesforce and fetches data as expected.
 

Step 9: Handle Errors and Edge Cases

 
  • Error Handling:
    • Implement proper error handling in your API methods.
    • Check for network errors, HTTP status codes, and invalid responses.
 

Step 10: Secure Sensitive Data

 
  • Secure Storage:
    • Avoid hardcoding sensitive data like Consumer Key, Consumer Secret, and API tokens.
    • Use secure storage options provided by Dart and Flutter, such as the flutter_secure_storage package, to store sensitive information.
  By following these detailed steps, you will successfully integrate FlutterFlow with Salesforce, enabling you to leverage Salesforce data and functionality within your FlutterFlow application.

FlutterFlow and Salesforce integration usecase

Streamlining Lead Management via FlutterFlow and Salesforce Integration

Scenario:

A financial advisory firm aims to enhance its lead management process for a new service offering. They've decided to build a custom mobile app and a website landing page using FlutterFlow, where potential clients can register for a free financial consultation. To optimize their lead handling and nurturing process, they want to automatically capture these leads in Salesforce.

Solution: Integrating FlutterFlow with Salesforce

Landing Page Creation:

  • The firm utilizes FlutterFlow to design a compelling landing page for both their mobile app and website. This page includes a form where potential clients can submit their contact details and specific financial interests.

Setting Up the Integration:

  • The firm installs and configures the Salesforce API integration within FlutterFlow, using their Salesforce API key.
  • They set up workflows in FlutterFlow to trigger actions whenever the form on the landing page is submitted.

Data Sync Workflow:

  • Upon submission of the form, the predefined workflow kicks in.
  • The collected data (e.g., name, email, areas of financial interest) is instantly sent to Salesforce using the configured API.
  • A new lead is created in Salesforce with the submitted information, tagged, and added to a specific campaign or list for easier management and tracking.

Lead Nurturing in Salesforce:

  • The sales team uses Salesforce to design automated email sequences, tasks, and follow-ups based on the captured leads.
  • Leads can be segmented based on interests and engagement levels, enabling the team to tailor their communications to improve conversion rates.

Monitoring and Analytics:

  • This integration allows for seamless tracking of lead origins and engagements within Salesforce.
  • The firm can monitor the effectiveness of their landing page and overall marketing campaign, allowing for data-driven optimization.

Benefits:

  • Efficiency: Automating lead capture minimizes manual tasks and errors.
  • Centralized Data: All lead information is stored in Salesforce, providing a unified view for the sales team.
  • Personalized Follow-up: The system supports targeted follow-up actions based on the specific interests and behaviors of the leads.
  • Data Insights: The firm gains valuable insights into the performance of their campaigns through Salesforce, enhancing lead generation and conversion strategies.

Conclusion:

By integrating FlutterFlow with Salesforce, the financial advisory firm can streamline lead management for their new service offering. The automated and centralized lead capture ensures timely, personalized follow-ups, ultimately driving better client engagement and business outcomes.

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