SocialHub.AI

Managed connector · CRM / Order Management

Salesforce

Bring Salesforce orders, customers and products onto the one verified member. Orders earn loyalty points by your program's own rules, returns claw them back, and your Salesforce customers resolve to the same member as your in-store and online shoppers.

What it brings to the member

Salesforce data, on the one verified member.

Orders → points

Each order (Order, or OrderSummary when Order Management is in play) earns points on its header total, by your program's earn rules.

Returns → claw-back

A ReturnOrder or credit memo reverses the points proportionally, anchored to the original order.

Customers → members

Account / Contact records resolve to the member by your own ID or email — never auto-created, consent off by default.

Products → catalog

Product2 (with price from PricebookEntry) syncs into the product catalog for category-level personalization.

How it connects

The standard API, the governed pipe.

The connector reads Salesforce through its standard API and lands everything via the same governed pipe as the rest of Flash — idempotent, tenant-isolated, and matched to the right member.

API surface

Standard Platform REST API + SOQL over the standard sObjects — Order / OrderItem, Account / Contact, Product2 / PricebookEntry, ReturnOrder / CreditMemo. Large pulls use the Bulk API; change data capture is available for near-real-time.

Authentication

OAuth 2.0 client-credentials via a Connected App. Flash reads back your org's My Domain instance URL for every data call, so it always talks to the right org.

What to expect

Honest about where it stands.

Fixture-validated against Salesforce's published API schema — the mappings are built and tested before you connect, and live-certified at your first deployment. B2C Commerce (SFCC) is a separate integration path, not part of this connector.

Configure a connection in-app under Settings → Data Sources: enter the endpoint and encrypted credentials, verify it, and run a dry-run to preview what would land — before anything goes live.

Put Salesforce on the customer record.

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