Connect Salesforce

Add your new leads to Salesforce automatically, and put the research on each one where your sales team already works: in a post on the lead's Chatter feed.

In short: You connect Salesforce once, using an External Client App you create in Salesforce, then choose which leads are sent (a lead stage, or a funnel you've saved) and what to send. The List adds the lead with their name and email address as soon as we capture the email. The Intelligence Brief adds the lead once the visit ends and posts the Brief to their Chatter feed: their Focused Score, Outreach Starters, what they did on this visit, their User Journey Summary and how they found you. Each time they come back, a fresh post is added after that visit ends. There's no field mapping to set up. Both options need the Pro plan, and the Brief also uses Bread & Butter credits.

Step 1: Connect Salesforce

To set up the integration, you need to create an External Client App in Salesforce to generate your Consumer Key and Secret, and then enter them into Bread & Butter along with your Salesforce URL.

1. Create External Client App in Salesforce

1. Log in to your Salesforce Developer site.
   • https://developer.salesforce.com/
2. Click your account icon at the top right and select My Developer Account.
   • Note: If you don't see this, proceed to the next step. You may need to authenticate again.

3. Click the Settings (gear) icon at the top right and select Setup.

   

4. In the left menu, go to Platform Tools > Apps > External Client Apps > External Client App Manager.
5. At the top right, click New External Client App.
6. Enter your Basic Information:
   1. For the External Client App Name, we recommend using your organization or company name.
   2. Enter your Contact Email.

   3. For Distribution State, select Local.

      Expand API (Enable OAuth Settings):

   4. Check Enable OAuth Settings.

   5. For Callback URL, enter https://api.breadbutter.io/integration_callback

      For Selected OAuth Scopes: Add the following scopes:

      • Access unique user identifiers (openid)
      • Manage user data via APIs (api)

      • Perform requests at any time (refresh_token, offline_access)

        

   6. Check Configure ID Token.

      

7. Check Include Standard Claims.
8. Click Create.
   • Note: It may take 2-10 minutes for the changes to take effect.

2. Get Credentials

1. Click on the Settings tab in the middle of the page.
2. Expand OAuth Settings, and then click on Consumer Key and Secret.
3. Copy and save the Consumer Key and Consumer Secret.
4. Get Salesforce URL: Click your Profile icon at the top right and copy your domain URL (e.g., https://yourdomain.my.salesforce.com ).

Step 2: Create the integration in Bread & Butter

1. In Bread & Butter, open Integrations and choose the Salesforce tile. If you already have integrations, click Add New first to see the tiles.
2. Integration name: a name your team will recognize, like "Salesforce - Engaged Leads".
3. Consumer Key and Consumer Secret: paste the two values you copied from Salesforce.
4. Salesforce URL: enter your domain URL. Make sure you include https://  at the beginning.
5. Trigger: choose which leads are sent, either a lead stage (Engaged Lead is the default) or a funnel you've saved.
6. What to send: the List or the Intelligence Brief, explained below. When you choose the Intelligence Brief, a checkbox appears below it, Send the Intelligence Brief when their visit ends. It's always ticked and can't be changed; it's there to show you when the Brief is sent.
7. Click Connect Salesforce.
8. Follow the popup instructions to authenticate and allow access.
9. When you're returned to Bread & Butter, your new integration appears in the list with the name, trigger and choice you set.

Leads are only sent once we've captured their email address. Leads who are already in the lead stage or funnel when you save aren't sent; the integration starts with the next lead to reach it.

Salesforce needs the Pro plan. On the Free plan its tile shows a Pro plan badge, and clicking it opens the upgrade dialog.

What to send

The List. The lead's first name, last name and email address, added to Salesforce as a new lead as soon as we capture the email address. It's sent once, with no Chatter post. The List costs no credits.

The Intelligence Brief. The lead is added to Salesforce once their visit ends, and the Brief is posted to the lead's Chatter feed straight after. Each Brief uses Bread & Butter credits; How do Credits work? explains how.

Both need the Pro plan. The Intelligence Stream isn't offered for Salesforce; to send it, use a Webhook or Zapier Webhook, and see Integrations and Automation for which plan it needs.

Why the Intelligence Brief takes up to an hour. We send the Intelligence Brief once the visit is over. The User Journey Summary needs every page, section and event from that visit, and the research needs a complete profile. Allow up to an hour after their last activity. Everything is done on our side; there's nothing to set up in Salesforce.

What lands in Salesforce

The lead. First name, last name and email address go into Salesforce's standard lead fields. There's no field mapping to set up. Everything else we know about the lead is in the Chatter post and in their profile in Bread & Butter.

The Chatter post. With the Intelligence Brief, each post is laid out in the same order. A section only appears when there's something to put in it.

• Header: "Bread & Butter · Intelligence Brief", then the lead's name, their Focused Score out of 10 and how it has moved (new, up, down or unchanged), and their lead stage. The score is left out until it has been calculated.
• Who they are: one line with their role, company and LinkedIn.
• View full profile in Bread & Butter: a link to their full profile, on every post.
• Outreach Starters: an Ice Breaker, a Live talking point and a Sales Trigger, with a Source link for the trigger.
• This visit: the date, how long they stayed, their city and the visit's engagement score; a summary of the visit from entry page to exit page; the events that happened, such as Email captured or Form submitted; their top 3 pages by engagement score, with time on each page; and where they went when they left your site.
• User Journey Summary: the story of their journey with you so far.
• How they found you: how they arrived, including the search term when we have it.
• Emails from Bread & Butter: the date and subject of the last email we sent them, or "none sent yet".
• Profile Summary and Company Summary: on the first post only, below a dividing line. The Profile Summary includes their email address and the Company Summary includes the company's phone number.

Chatter supports only simple formatting, so lists inside a section are folded onto one line, for example "Events: Email captured; Form submitted".

When they come back. A fresh post is added to the same lead after each return visit ends, with their updated score, the new visit and refreshed research.

If your account runs out of Bread & Butter credits. New leads keep arriving in Salesforce with their name and email address. In place of the research, the Chatter post shows one line: "Your Bread & Butter account is out of credits. Add Bread & Butter credits to resume the full Intelligence Brief." An integration that sends the List isn't affected, because the List costs no credits.

Lead Source

When Bread & Butter creates a new lead in Salesforce, it can set the lead's Lead Source to Bread & Butter, so your team can see at a glance which leads came from your website's own traffic.

Lead Source is a standard Salesforce picklist. Bread & Butter never creates the field or adds values to it: you add the option yourself, and we use it only if we find it there.

1. In Salesforce, go to Setup, then Object Manager, then Lead.
2. Open Fields & Relationships and select Lead Source.
3. Under Lead Source Picklist Values, choose New.
4. Add Bread & Butter and save.
5. If your org uses record types, make the new value available to the record types your Bread & Butter leads will use.

You'll need the Customize Application permission in Salesforce to make this change.

How it works: before creating a lead, we check that the Lead Source field is writable and that Bread & Butter is an active value. If both are true, new leads are created with that source. If not, the lead is still created, just without the source, so your leads sync whether or not you've added the value. Existing leads are never changed: if a lead already has a Lead Source, it stays as it is.

Pausing, editing or deleting the integration

Each integration has a card on the Integrations page showing its trigger, what it sends, its connection status and its last activity.

Pause. Use the switch on the card. The setup is kept, so switching it back on picks up where it left off.

Edit. Click Edit on the card to change the integration name, the trigger or what to send. The Consumer Key, Consumer Secret and Salesforce URL can't be changed once connected; to connect a different Salesforce account, delete the integration and create a new one.

Delete. Open Edit and click Delete, then confirm. A deleted integration has to be created again from scratch.

If your account moves to the Free plan, leads stop being sent to Salesforce until you upgrade to the Pro plan.

Related

• The Intelligence Brief
• Integrations and Automation: what you can send, where, and when
• How do Credits work across storage, syncing, and profile enrichment?
• How do I filter, map and save specific visitor segments within my traffic dashboard?
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