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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.

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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.

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).

Forgot Password - Initialize

Forgot Password - Initialize

User Agent Flow

User Agent Flow

Registration - Token Exchange

This exchanges the auth code returned in the Authorize Request for an access token and refresh token. This follows the standard Auth Code flow/Webserver Code Flow pattern. The Code is the return form the Authorization call.

Registration - Authorize

After you send your registration data to initialize, this request allows you to process that registration data, and as a part of this request you also verify the users email or sms number. The request itself is a authorization call for the Code and Credential flow. It includes 3 specific headers: Auth-Request-Type which is set to user-registration, Auth-Verification-Type which is set to email or sms, and an Authorization Basic header, which is the base 64 encoded result of identifier:otp where identifier is the value returned in your initialize registration call, and otp is the value sent to the end user via email or sms.

The response from this API is the Auth Code, which is then exchanged for the Access Token.

Passwordless Login - Initialize

Submits the passwordless login data to the init/passwordless/login endpoint and returns a request identifier. At the same time, an OTP is sent out to the end users via email or sms. Passwordless login data is passed in the request body, and is formatted with JSON, with 3 keys: username, recaptcha, and verificationmethod. All 3 keys are strings.

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

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Call and retrieve data from Salesforce

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

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Accounts
Assets
Campaign Members
Campaigns
Cases
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Burger King

Case Study

Burger King

Burger King Case Study

See how Burger King deployed our receipt scanning technology to quickly launch their Kingdom Rewards loyalty program without the need to invest time and money integrating with multiple ePOS systems.

Choose White Label Loyalty and become a loyalty leader