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White Label Loyalty + Salesforce integration

CRM, Marketing Automation

Salesforce

About Salesforce

Connect your loyalty program in Salesforce without researching its API, registering in a developer program, and getting your application approved. We take care of authentication, secure credentials storage, and token refreshes so you don't have to.

Benefits of White Label Loyalty + Salesforce

  • Connect Salesforce to your loyalty program with ease.
  • Get started without the need to research any APIs.
  • User-friendly setup & configuration inside of our Loyalty Console.
  • Focus on your customers – not the tech.
Integrate now!

Integrate now!

Choose our API-first platform and simply connect to hundreds of software tools you might be using.

Automate desired actions with Salesforce

Create an omnichannel experience for your customers and automate actions between the White Label Loyalty platform and Salesforce in real time.

Download An Attachment

Get markdown from Knowledge Article

Get the content markdown content for a Knowledge Article using its title, Custom field names and content

Download Document

Downloads a document content based on document type and ID

User Agent Flow

User Agent Flow

Get Instance Uri

Registration - Initialize

Submits the registration data to the init/registration endpoint and returns a request identifier. At the same time, an OTP is sent out to the end users via email or sms. Registration data is passed in the request body, and is formatted with JSON, with 5 keys: userdata, customdata, password, recaptcha, and verificationmethod. The first two keys are JSON structures, and the last 3 keys are strings.

This request returns JSON, and includes an identifier (request identifier).

Call and retrieve data from Salesforce

Connect data collections between White Label Loyalty and Salesforce for a smooth flow via an API.

 matchlistfind By Idsearchcreateupdatedelete
Account Team Members
Accounts
Assets
Campaign Members
Campaigns

Choose White Label Loyalty and become a loyalty leader