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How to connect Kintone and Salesforce
Create a New Scenario to Connect Kintone 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 Kintone, triggered by another scenario, or executed manually (for testing purposes). In most cases, Kintone or Salesforce will be your first step. To do this, click "Choose an app," find Kintone or Salesforce, and select the appropriate trigger to start the scenario.
Add the Kintone Node
Select the Kintone node from the app selection panel on the right.
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Add the Salesforce Node
Next, click the plus (+) icon on the Kintone 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 Kintone 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 Kintone 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 Kintone, 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 Kintone and Salesforce integration works as expected. Depending on your setup, data should flow between Kintone 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 Kintone and Salesforce
Kintone + Salesforce + Slack: When a new record is added in Kintone, a contact is created in Salesforce. Then, a notification is sent to a specified Slack channel to inform the sales team about the new contact.
Salesforce + Kintone + Google Sheets: When a record is updated in Salesforce, specifically when a deal is closed, the corresponding Kintone record is updated. The details of the closed deal are also logged into a Google Sheet for tracking and reporting.
Kintone and Salesforce integration alternatives
About Kintone
Integrate Kintone into Latenode to automate custom application workflows. Sync data, trigger actions, and manage processes without code. Extend Kintone's capabilities with Latenode's visual builder, JavaScript functions, and AI tools to automate data validation, reporting, and notifications. Scale efficiently and only pay for what you use.
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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 Kintone and Salesforce
How can I connect my Kintone account to Salesforce using Latenode?
To connect your Kintone account to Salesforce on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Kintone and click on "Connect".
- Authenticate your Kintone and Salesforce accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I sync new Kintone records to Salesforce opportunities?
Yes, you can! Latenode’s visual editor makes it easy to map data and trigger updates, ensuring seamless lead and opportunity creation in Salesforce directly from new Kintone entries.
What types of tasks can I perform by integrating Kintone with Salesforce?
Integrating Kintone with Salesforce allows you to perform various tasks, including:
- Automatically creating Salesforce leads from new Kintone form submissions.
- Updating Salesforce opportunities when related records are modified in Kintone.
- Syncing contact information between Kintone and Salesforce in real-time.
- Generating reports in Salesforce based on data collected in Kintone apps.
- Triggering Kintone workflows from changes in Salesforce records.
How does Latenode handle data transformations between Kintone and Salesforce?
Latenode offers robust data transformation capabilities using no-code blocks or custom JavaScript to ensure data compatibility between Kintone and Salesforce.
Are there any limitations to the Kintone and Salesforce integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations might require JavaScript knowledge.
- Large data volumes may require optimization to avoid API rate limits.
- Custom Kintone or Salesforce configurations might need tailored workflows.
