Setting up a CFM Salesforce Connector

Updated 

3 days ago

The out-of-the-box (OOTB) CFM Salesforce connector, found on the Sprinklr Integrations marketplace, enables you to connect your Salesforce account with Sprinklr for CFM-related purposes. This connector is designed to require only the most basic permissions, facilitating a quick and less intrusive integration.

Note: You must have an active Salesforce account and shall authenticate Sprinklr while installing the connector.

For more details on business use cases and value additions, please refer to this article.

Prerequisites

You would need View, Create, Edit, Delete and Refresh Integrated Applications permissions to access the Sprinklr Marketplace and/or the CFM Salesforce connector will require these permissions.

Setting Up CFM Salesforce Connector

The steps are listed below:

  1. Navigate to the Customer Feedback Management persona app and navigate to Marketplace.

Install the Salesforce Connector

  1. Search for the Customer Feedback Management Salesforce connector and click Install.

  2. In the Install Salesforce page fill in the details:

    1. App Name: Add a meaningful name to the app.

    2. Description: Add a meaningful description (Optional).

  3. Please choose your Account Type from the given options: Production or Sandbox. Your selection will determine the environment for your Salesforce account, and click Next.

  4. On the next screen, hit ‘Add User’ and you will be redirected to Salesforce.

Authenticate Your Salesforce Account

  1. After entering your Salesforce ID and password, you’ll be prompted to authorize Sprinklr to access specific Salesforce features.

  2. You’ll see a screen requesting authorization for “Sprinklr CFM <sprinklr_env>” to:

    1. Access the identity URL service

    2. Access unique user identifiers

    3. Manage user data through APIs

    4. Perform requests at any time

Complete the Setup

  1. After successful authentication, you’ll be redirected to Sprinklr

    1. Your installed app will now appear under Installed Apps.

    2. You can edit the app to update the name or environment type.

  2. If the integration is no longer required, you can also uninstall the app from this section.

Where You Can Use the Connected Salesforce Account

Once you've added a Salesforce account via the connector, it becomes available for use in the following workflow configurations:

  1. While creating and configuring a Salesforce Outbound Message Event workflow. This allows you to receive data from a Salesforce outbound message and use it within Sprinklr workflows; for example, to trigger survey distributions.

  2. While setting up a Salesforce Sync to send data back to Salesforce based on triggers within your CFM workflows. This will be avalaible under the following workflow events.

    1. Salesforce Outbound Message Event

    2. Survey Response Event

FAQs

This error usually occurs because Salesforce introduced a security change (starting September 2025) that restricts authorization of uninstalled connected apps. If a user attempts OAuth authorization for a connected app that is not yet installed in the Salesforce org, the user must have the system permission “Approve Uninstalled Connected Apps.” Integration users typically do not have this permission, which can cause the OAuth authorization to fail and display errors such as OAUTH_APPROVAL_ERROR_GENERIC.

The recommended approach is to complete the initial OAuth authentication using a System Administrator or another user with the “Approve Uninstalled Connected Apps” permission. Once the connected app is authorized and installed in the Salesforce org, the integration user can authenticate successfully. Alternatively, after a failed attempt, the connected app may appear in Setup → Connected Apps OAuth Usage, where it can be manually approved or installed in the org. For more details, refer to the main article linked above.

Was this article helpful?

Related Articles

Loading...