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Connect Your External Apps to Salesforce Suites
Before you can sync your data between Salesforce and external apps, establish a connection to the app.
Required Editions
| Available in: Lightning Experience |
| Available in: Starter Suite and Pro Suite Editions |
| User Permissions Needed | |
|---|---|
| To add a connection to an external app: | Admin user profile |
Your setup path depends on whether you start from a prebuilt flow template. Follow the path that matches your integration.
Set Up a Connection by Using a Prebuilt Template
Use this path when you connect to an app that offers a prebuilt template, such as Google Sheets, HubSpot, Jira, QuickBooks Online, or Zendesk.
- Add a connector to your external app with the guided wizard.
- Set your flow's input values for Jira and Google Sheets integrations.
- Turn on the flow so that your data starts syncing.
- Turn off a flow when you no longer need it, if applicable.
If your flow uses custom fields, grant profile access so that your users can see the fields on their record pages. See Grant Profile Access to Custom Fields.
Set Up a Connection Without a Template
Use this path to build a flow from scratch when connecting to an app that doesn't offer a prebuilt template.
- Add a connector to your external app without the guided wizard.
- Build a flow to move data between Salesforce and your external app.
- Turn on the flow so that your data starts syncing.
- Turn off a flow when you no longer need it, if applicable.
If your flow uses custom fields, add them to your page layout and grant profile access so that your users can see the fields on their record pages. See Add Custom Fields to Your Page Layout and Grant Profile Access to Custom Fields.
