Salesforce

The Bread & Butter + Salesforce Integration & Rules allow you to automatically add or update leads in Salesforce based on user activity. You can also enable session notes to track when users visit and leave your website, giving your sales team real-time visibility into prospect engagement.


Step 1: Connect Salesforce

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

1. Create Connected App in Salesforce

    1. Log in to your Salesforce Developer site.
    2. Click your account icon at the top right and select My Developer Account.
      1. 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 search bar in the left menu, enter External Client Apps, then select Settings.

    5. Enable Connected Apps, then click New Connected App.

    6. Basic Information:
      1. For the Connected App Name (e.g., "Bread & Butter Integration").Connected App Name, we recommend using your organization or company name.
      2. Enter your Contact Email.
    7. API (Enable OAuth Settings):
    8. Check Enable OAuth Settings.
    9. Callback URL: Enter https://api.breadbutter.io/integration_callback          
    10. 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)

    11. Check Configure ID Token.

    12. Check Include Standard Claims.
    13. Click Save.
      • Note: It may take 2-10 minutes for the changes to take effect.

2. Get Credentials

    1. On the app page you just saved (or go to App Manager, find your app, click the dropdown arrow, and select View).

    2. Under API (Enable OAuth Settings), click Manage Consumer Details.

      • You may be prompted to verify your identity.
    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).

3. Adjust Refresh Token Policy

    1. In Salesforce Setup, go to Apps > Connected Apps > Manage Connected Apps.
    2. Find your app and click Edit.
    3. Under OAuth Policies, ensure Refresh Token Policy is set to:

      • Refresh token is valid until revoked

    4. Click Save.

4. Add to Bread & Butter

    1. Log in to your Bread & Butter Dashboard.
    2. Click Automation > Integrations on the left side menu.
    3. Under the Integrations section, click on the Salesforce logo to create a new integration.
    4. Enter a Name for the integration (optional, the default name will be 'Salesforce').
    5. Paste the Consumer Key and Consumer Secret.
    6. Enter your Salesforce URL.
      • Important: Ensure you include https:// at the beginning.
    1. Enable Session Notes (Optional):
      • Add note on session open: Adds a chatter post when a user arrives on your site.
      • Add note on session close: Adds a summary post when they leave.
    1. Click Connect Salesforce.
    2. Follow the popup instructions to authenticate and allow access.
    3. Once returned to Bread & Butter, click Save & Close.

Step 2: Set up Rules

Once connected, you need to create a Rule to determine when data is sent to Salesforce.

  1. Click Automation > Integrations on the left side menu.
  2. Select the HubSpot Integration you created in Part 1.
  3. Under the Rules section, choose the Filter Conditions that will trigger this rule (e.g., EVENT: Email Verified, LEAD SCORE: 6,7,8,9,10). You can manually refine the filter condition, or pick from the pre-configured filters that were previously saved for your account.
  4. Enter a descriptive Name for the rule (e.g., 'Leads').
  5. Map Fields: If adding a contact: Map the Bread & Butter data fields to the corresponding Salesforce fields using the drop-down provided.
    • You will see options to map Bread & Butter data fields to your Salesforce Lead fields.
    • Select which Bread & Butter data points (e.g., Email, Company, UTM Source) should populate specific fields in Salesforce.
    • For a full list of fields, see Field Mapping Definitions.
  6. Click Save & Close.

Your integration is now live! When the event occurs, the user will be added or updated in Salesforce.

Feature: Session Start and End Notes


With Bread & Butter, you can track user activity directly within Salesforce Chatter.

  • Session Start: When a user visits your site, Bread & Butter checks if they exist in Salesforce. If found, it posts a note to their Chatter feed indicating they are active:

  • Session End: When the user leaves, a summary note is posted detailing their visit:

This allows your sales team to see exactly when leads are engaging with your content without leaving Salesforce.

Feature: Salesforce Field Mapping

You can map detailed analytics data from Bread & Butter directly into Salesforce fields (standard or custom). This captures critical marketing data like UTM parameters, location, and device info automatically.

Available Data Points:

  • User Info: Email, First Name, Last Name, Profile Image, Company
  • Marketing Data: Referrer, UTM Source/Medium/Campaign/Term/Content
  • Location: City, State/Province, Country, IP Address, ISP
  • Tech: Operating System, Device Type, Browser
  • Activity: Page View URL, Page Title, Event Name/Date

How it works: When creating a Rule, Bread & Butter fetches all available Lead fields from your Salesforce account. Simply use the dropdown menus to match the Bread & Butter data point on the left to the Salesforce field on the right.

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