Salesforce and Glide Integration

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Sync Salesforce data to a Glide app for streamlined mobile access by field teams. Latenode's visual editor and JavaScript nodes make custom data transformations easier, keeping your team aligned on a single source of truth while reducing costs.

Salesforce + Glide integration

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Swap Apps

Salesforce

Glide

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Salesforce and Glide

Create a New Scenario to Connect Salesforce and Glide

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 Salesforce, triggered by another scenario, or executed manually (for testing purposes). In most cases, Salesforce or Glide will be your first step. To do this, click "Choose an app," find Salesforce or Glide, 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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Salesforce

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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Connect Salesforce

Sign In

Run node once

Add the Glide Node

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

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Glide

Authenticate Glide

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

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Salesforce

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Glide

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Connect Glide

Sign In

Run node once

Configure the Salesforce and Glide 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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Glide Oauth 2.0

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Select an action *

Select

Map

The action ID

Run node once

Set Up the Salesforce and Glide 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 Salesforce, Glide, 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 Salesforce and Glide integration works as expected. Depending on your setup, data should flow between Salesforce and Glide (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 Glide

Salesforce + Glide + Slack: When a new lead is created in Salesforce, the lead's information is added as a new row in a Glide app. A notification is then sent to a designated Slack channel to alert the sales team.

Glide + Salesforce + Google Sheets: When a row is edited in a Glide app, the corresponding lead in Salesforce is updated. The details of the update, including the record ID and changed fields, are logged in a Google Sheet for reporting purposes.

Salesforce and Glide 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 Glide

Use Glide in Latenode to automate mobile app data flows. Connect your Glide apps to other services, like CRMs or databases, for automated updates and reporting. Create detailed workflows that react to app events, using Latenode’s flexible logic and API support for seamless, no-code integration. Automate user management, content updates, and data synchronization using visual workflows.

See how Latenode works

FAQ Salesforce and Glide

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

To connect your Salesforce account to Glide 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 Glide accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically update Glide with new Salesforce leads?

Yes, you can! Latenode allows real-time synchronization, ensuring Glide apps instantly reflect Salesforce data. This eliminates manual updates and ensures consistent information across platforms.

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

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

  • Creating new Glide records when new Salesforce leads are created.
  • Updating existing Glide records when Salesforce opportunities change.
  • Generating personalized reports in Glide based on Salesforce data.
  • Triggering Salesforce actions based on user activity in Glide apps.
  • Sending automated email notifications based on combined data.

Can I use custom Javascript code with Salesforce in Latenode?

Yes, you can! Latenode supports custom Javascript code, allowing you to handle complex data transformations and logic beyond basic field mappings.

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

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

  • Real-time updates depend on the API limits of both Salesforce and Glide.
  • Complex data transformations may require custom Javascript coding.
  • Initial setup requires a clear understanding of both Salesforce and Glide data structures.

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