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How to connect Figma and Salesforce
Create a New Scenario to Connect Figma and Salesforce
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Figma, triggered by another scenario, or executed manually (for testing purposes). In most cases, Figma or Salesforce will be your first step. To do this, click "Choose an app," find Figma or Salesforce, and select the appropriate trigger to start the scenario.
Add the Figma Node
Select the Figma node from the app selection panel on the right.
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Add the Salesforce Node
Next, click the plus (+) icon on the Figma node, select Salesforce from the list of available apps, and choose the action you need from the list of nodes within Salesforce.
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Authenticate Salesforce
Now, click the Salesforce node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Salesforce settings. Authentication allows you to use Salesforce through Latenode.
Configure the Figma and Salesforce Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Figma and Salesforce Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario
After configuring Figma, Salesforce, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Figma and Salesforce integration works as expected. Depending on your setup, data should flow between Figma and Salesforce (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Figma and Salesforce
Figma + Salesforce + Slack: When a new design mockup is added to Figma (specifically, a new file), the automation retrieves related client details from Salesforce using 'Get Records By Query'. It then posts an update in a designated Slack channel, informing stakeholders about the new design and linking to the relevant Salesforce client information.
Salesforce + Figma + Google Drive: When an opportunity record in Salesforce is updated to a 'Finalized Design' stage, the automation triggers a search in Figma to find the relevant design file. The finalized design is then stored in a designated Google Drive folder using 'Upload File', creating a new file in Google Drive.
Figma and Salesforce integration alternatives
About Figma
Automate design workflows by connecting Figma to Latenode. Extract design assets, update text layers based on database values, or trigger notifications on component changes. Scale design operations by automating repetitive tasks and integrating them into broader business processes using Latenode's visual editor and code customization options.
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About Salesforce
Sync Salesforce data with other apps using Latenode. Automate lead qualification and task creation based on CRM events. No more manual data entry: build workflows that trigger actions across your stack. Use Latenode's visual editor and flexible scripting to create custom logic and scale automation without code limits.
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See how Latenode works
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FAQ Figma and Salesforce
How can I connect my Figma account to Salesforce using Latenode?
To connect your Figma account to Salesforce on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Figma and click on "Connect".
- Authenticate your Figma and Salesforce accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Salesforce leads with new Figma design mockups?
Yes, you can! Latenode's visual editor and JavaScript support let you create advanced workflows to automatically update Salesforce with the latest design iterations, improving sales alignment.
What types of tasks can I perform by integrating Figma with Salesforce?
Integrating Figma with Salesforce allows you to perform various tasks, including:
- Create Salesforce leads from new Figma design feedback.
- Send notifications to Salesforce when Figma designs are updated.
- Archive Figma design versions to Salesforce for compliance.
- Automatically generate Salesforce tasks from Figma comments.
- Sync Figma project status with Salesforce opportunity stages.
HowdoesLatenodehandlelargeFigmafileswhenintegratingwithSalesforce?
Latenode offers scalable infrastructure that efficiently processes large Figma files via optimized no-code blocks and serverless JavaScript functions to avoid performance bottlenecks.
Are there any limitations to the Figma and Salesforce integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time bi-directional sync may experience delays based on API rate limits.
- Complex Figma components might require custom JavaScript parsing for data extraction.
- Historical data migration from Figma to Salesforce requires manual configuration.
