Salesforce and Figma Integration

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Automatically update Salesforce records with new design assets from Figma. Latenode's visual editor makes it easier to connect design changes to sales workflows, offering affordable scaling and custom Javascript functions.

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Salesforce

Figma

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Salesforce and Figma

Create a New Scenario to Connect Salesforce and Figma

In the workspace, click the โ€œCreate New Scenarioโ€ button.

Add the First Step

Add the first node โ€“ a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Salesforce, triggered by another scenario, or executed manually (for testing purposes). In most cases, Salesforce or Figma will be your first step. To do this, click "Choose an app," find Salesforce or Figma, and select the appropriate trigger to start the scenario.

Add the Salesforce Node

Select the Salesforce node from the app selection panel on the right.

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Configure the Salesforce

Click on the Salesforce node to configure it. You can modify the Salesforce URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Run node once

Add the Figma Node

Next, click the plus (+) icon on the Salesforce node, select Figma from the list of available apps, and choose the action you need from the list of nodes within Figma.

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Authenticate Figma

Now, click the Figma node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Figma settings. Authentication allows you to use Figma through Latenode.

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Configure the Salesforce and Figma Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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Set Up the Salesforce and Figma 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 donโ€™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 Salesforce, Figma, and any additional nodes, donโ€™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 โ€œRun onceโ€ and triggering an event to check if the Salesforce and Figma integration works as expected. Depending on your setup, data should flow between Salesforce and Figma (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect Salesforce and Figma

Salesforce + Figma + Slack: When a new opportunity closes in Salesforce, this triggers the creation of a Slack channel for the project. A notification is sent to the sales team in Slack, letting them know the channel has been created where they can collaborate with designers on Figma mockups. Figma actions are not available for automatic generation of design mockups, so this flow facilitates communication and collaboration.

Figma + Salesforce + Google Sheets: When a user posts a comment in Figma, this triggers the creation of a new record in Salesforce, and a new row in Google Sheets with the comment details.

Salesforce and Figma integration alternatives

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.

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.

Salesforce + Figma integration

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FAQ Salesforce and Figma

How can I connect my Salesforce account to Figma using Latenode?

To connect your Salesforce account to Figma on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Salesforce and click on "Connect".
  • Authenticate your Salesforce and Figma accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically update Figma designs based on Salesforce data?

Yes, Latenode enables this. Use our no-code blocks with custom JavaScript for complex logic, ensuring Figma designs reflect real-time Salesforce information, streamlining collaboration and reducing manual updates.

What types of tasks can I perform by integrating Salesforce with Figma?

Integrating Salesforce with Figma allows you to perform various tasks, including:

  • Automatically generate design mockups using Salesforce customer data.
  • Trigger design reviews in Figma based on Salesforce opportunity stage changes.
  • Update Figma text layers with real-time Salesforce campaign performance metrics.
  • Create personalized design assets for Salesforce contacts at scale.
  • Archive Figma designs in Salesforce as completed campaign materials.

How does Latenode handle large data volumes from Salesforce for Figma updates?

Latenode's architecture is built for scale. It efficiently processes large Salesforce datasets, ensuring Figma updates are timely and accurate, without performance bottlenecks.

Are there any limitations to the Salesforce and Figma integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Complex Figma components may require custom JavaScript for optimal data mapping.
  • Real-time updates depend on Salesforce API limits and Latenode plan specifications.
  • Initial setup requires understanding of both Salesforce and Figma data structures.

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