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Overview

The Salesforce integration enables workflow triggers when opportunities reach specific stages, automatic data synchronization, and rich CRM context for AI-powered features. [SCREENSHOT: Salesforce integration connected status] Caption: Salesforce integration connected and ready for workflow triggers

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Benefits

Workflow Triggers

Opportunities reaching stages automatically trigger Thread workflows

Rich Data Sync

Opportunity data, contacts, and notes flow into Thread

AI Context

Salesforce notes and history power handoff generation

Enterprise Ready

Full support for Salesforce enterprise features

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Setup Instructions

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Prerequisites

  • Salesforce Sales Cloud (Professional or higher)
  • System Administrator or delegated admin permissions
  • Thread account with admin role
  • API access enabled in Salesforce

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Step 1: Connect OAuth

1

Navigate to Connectors

In Thread: Connectors → Find Salesforce → Click “Connect”
2

Choose Environment

Select your Salesforce environment:
  • Production - Live Salesforce org
  • Sandbox - Test environment (for setup/testing)
3

Authorize Thread

Redirected to Salesforce login → Sign in → Review permissions → Click “Allow”Permissions requested:
  • Read opportunities
  • Read accounts
  • Read contacts
  • Read notes and attachments
  • Access custom objects (if configured)
4

Confirm Connection

Redirected back to Thread → Green checkmark → Status: “Connected”
[SCREENSHOT: Salesforce OAuth authorization screen] Caption: Grant Thread access to your Salesforce data

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Step 2: Configure Workflow Triggers

Salesforce triggers are configured in workflows, not in the connector settings.
1

Create or Edit Workflow

Navigate to Workflows → Create new or edit existing.
2

Configure Start Node

Select the Start node → Choose Salesforce as the CRM provider.
3

Select Trigger Stage

Choose which opportunity stage triggers the workflow:
  • “Closed Won” (most common)
  • “Contract Sent”
  • Custom stages
[SCREENSHOT: Salesforce stage selection in workflow builder] Caption: Select which stage triggers your workflow
4

Test the Trigger

Create a test opportunity:
  1. Move to your trigger stage
  2. Wait 1-2 minutes
  3. Check workflow runs
  4. Verify data captured correctly
5

Activate Workflow

Once tested, activate the workflow to respond to live opportunities.

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How It Works

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Trigger Flow

1. Opportunity reaches trigger stage in Salesforce
   ↓
2. Salesforce sends webhook to Thread
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3. Workflow starts, fetching:
   - Opportunity details
   - Account information
   - Contact records
   - Notes and activities
   ↓
4. Workflow processes data:
   - Creates Thread account
   - Routes through workflow logic
   - Assigns CSM
   - Applies template
   ↓
5. Handoff email sent (if configured)
   ↓
6. Account ready in Thread

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Data Available to Workflows

Salesforce ObjectAvailable Data
OpportunityName, Amount, Stage, Close Date, Owner
AccountCompany name, Website, Industry, Size
ContactsName, Email, Phone, Title
NotesAll notes attached to opportunity
Custom FieldsAny mapped custom fields

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Field Mappings

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Standard Mappings

Salesforce FieldThread FieldNotes
Opportunity NameAccount NameCan be customized
AmountARRAutomatic conversion
Close DateClose DateFormat normalized
Account NameCompany NameFrom related account
Opportunity OwnerAE EmailFor handoff
Primary ContactPrimary ContactFrom contact role

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Custom Field Mappings

Map additional Salesforce fields to Thread:
1

Open Connector Settings

Connectors → Salesforce → Field Mappings
2

Add Mapping

Click “Add Field Mapping”
3

Select Fields

  • Choose Salesforce field (from dropdown)
  • Choose Thread field (or create custom)
4

Save

Mappings apply to all future workflow runs

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Use Cases

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1. Automated Account Creation

Scenario: When sales closes a deal, automatically create the Thread account. Workflow: 
Start (Opp → Closed Won) → Create Account → Handoff Form → Assign CSM → Apply Template → End

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2. Segment-Based Routing

Scenario: Route enterprise deals differently than SMB. Workflow: 
Start (Opp → Closed Won) → Check Amount
  → >$100k → Enterprise CSM Queue → Enterprise Template
  → <$100k → SMB Pool → SMB Template

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3. Manager Approval Gate

Scenario: High-value deals require manager approval before onboarding. Workflow: 
Start (Opp → Closed Won) → Check Amount
  → >$500k → Manager Approval
    → Approved → Continue
    → Rejected → End (Rejected)
  → <$500k → Continue without approval

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Troubleshooting

Check:
  • You have System Admin or appropriate permissions
  • API access is enabled in Salesforce
  • IP restrictions allow Thread’s servers
Try:
  • Log out/in to Salesforce
  • Check Salesforce setup audit trail
  • Contact Salesforce admin
Check:
  • Workflow is Active (not Draft)
  • Correct stage selected in Start node
  • Webhook configured in Salesforce
Try:
  • Test with a sandbox opportunity
  • Check workflow run history for errors
  • Verify webhook delivery in Salesforce
Check:
  • Fields are mapped correctly
  • Data exists in Salesforce
  • Permissions include the fields
Try:
  • Check field mappings
  • Verify opportunity has required data
  • Reconnect with full permissions
Check:
  • Workflow only triggers once per opportunity
  • Manual accounts not also being created
Try:
  • Add condition to check for existing accounts
  • Merge duplicate accounts manually

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Best Practices

Start with Sandbox

Test the integration in a Salesforce sandbox first

Clean Data

Standardize opportunity names and required fields

Rich Notes

Encourage AEs to add detailed notes for AI context

Monitor Runs

Check first 10-20 workflow runs for issues

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Salesforce-Specific Tips

  • Use Contact Roles - Primary contact should be set for best data
  • Standardize Stages - Consistent stage names improve reliability
  • Consider Sandbox - Test complex workflows in sandbox first
  • Watch API Limits - High volume may need API limit consideration

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Enterprise Features

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Multi-Sandbox Support

Connect multiple sandboxes for different purposes:
  • Development sandbox for testing
  • Staging sandbox for validation
  • Production for live operations

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Custom Objects

If you use custom Salesforce objects:
  • Contact support to enable custom object access
  • Map custom object fields to Thread

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Field-Level Security

Thread respects Salesforce field-level security:
  • Users only see data they have access to
  • Restricted fields won’t sync

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Next Steps

Workflows

Build workflows with Salesforce triggers

Building Workflows

Learn to configure workflow nodes

Handoff Process

See how Salesforce data powers handoffs

AI Generation

Leverage CRM data for AI features