> ## Documentation Index
> Fetch the complete documentation index at: https://docs.finseo.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Salesforce

> Send LeadSource and attribution data from Salesforce Flows to Finseo.

# Salesforce

Connect Salesforce to capture attribution when Leads or Contacts are created. A Record-Triggered Flow with an HTTP Callout POSTs the record to Finseo, which parses the `LeadSource` (or a custom attribution field) and normalizes it into attribution channels.

<Note>
  Salesforce's native **Outbound Messages** send XML and are not supported. Use a Flow with an **HTTP Callout** action instead — no Apex code required.
</Note>

## Get your webhook URL

1. In Finseo, open **Integrations → Salesforce → Connect**.
2. Copy your personal webhook URL (contains your project ID, `?source=salesforce`, and a secret token):

```text theme={"system"}
https://app.finseo.ai/api/attribution/webhook/YOUR_PROJECT_ID?source=salesforce&token=•••
```

## Set up the Salesforce Flow

1. In **Setup → Flow Builder**, create a **Record-Triggered Flow**.
2. Object: **Lead** (or Contact), trigger: **A record is created**.
3. Create a **Named Credential** for `https://app.finseo.ai` (required for HTTP Callouts).
4. Add an **HTTP Callout** action: method **POST**, path `/api/attribution/webhook/YOUR_PROJECT_ID?source=salesforce&token=...`.
5. Build the JSON body from record fields — map at minimum `LeadSource`, `Email`, `Name`, and optionally an `Amount` for deal value.
6. Activate the Flow.

## Test and map fields

* Use the **live listener** in the Finseo connect dialog: create a test Lead and inspect the received payload.
* If the attribution value sits in a custom field instead of `LeadSource`, point Finseo at it via **Field Mapping**.

## Troubleshooting

<AccordionGroup>
  <Accordion title="The HTTP Callout fails in Salesforce">
    Check that the Named Credential points to `https://app.finseo.ai` and that the callout path includes the full query string with `source` and `token`.
  </Accordion>

  <Accordion title="Responses arrive but the channel is 'unknown'">
    Finseo maps common LeadSource values (e.g. "ChatGPT", "Google", "Referral") automatically. For custom picklist values, use Field Mapping or adjust the picklist labels.
  </Accordion>
</AccordionGroup>