Overview
As a Salesforce admin, you're the person who makes the &Open integration work for your sales and CS teams. This guide covers what the integration does, what you'll need to configure in your org, and how to support your colleagues once it's live. The Salesforce integration is well-documented and &Open provides a dedicated technical contact to guide you through setup — typical time from kick-off to go-live is one to two weeks.
What the integration does
The &Open Salesforce integration lets your sales and CS teams automate gift invitations based on Salesforce contact and lead records, with Campaign membership driving automated sends. Gift sends are automated via Salesforce Campaign membership (synced daily) based on field changes, stage progressions, or other criteria.
Trigger gift invitations based on contact and lead records via Salesforce Campaign membership
Automate gift sends by adding contacts to a Salesforce Campaign — either manually or via Flow. For real-time triggering, a Salesforce admin can build a Flow that calls &Open’s API directly using HTTP Callout
Track gift invitation status (sent, redeemed, delivered) back on the originating Salesforce record
Report on gifting activity using Salesforce’s native reporting and dashboard tools
Report on gifting activity and redemption rates in Salesforce dashboards
Setup walkthrough
Step 1: Create a connected app in Salesforce
Create a connected app in Setup → App Manager to authenticate &Open’s API calls to your org. Your &Open contact will provide the configuration details. Authentication supports OAuth 2.0 or JWT bearer token (JWT is preferred).
Required permissions: System Administrator profile or equivalent — you'll need permission to install packages, create connected apps, and modify page layouts.
Step 2: Create custom fields on Contact and Lead objects
Add custom fields to your Contact and Lead objects to store gifting data synced from &Open. Typical fields include: gift sent date, gift redeemed date, gift delivery date, gift value, and lifetime gifting cost. Your &Open contact will provide the full list of recommended custom fields.
Step 3: Authenticate and connect to &Open
Log into &Open's admin portal (credentials provided by your &Open contact) and navigate to Integrations → Salesforce. Enter your Consumer Key, Consumer Secret, and org URL. Complete the OAuth flow to authorize the connection. This links your Salesforce org to your &Open organization account.
Step 4: Configure field mapping
Map Salesforce fields to the &Open recipient data model. At minimum, map first name, last name, and email address. You can optionally map additional fields like company or title for personalization. Configure which objects the &Open component should be available on.
Step 5: Configure GiftSync (Campaign-based automation)
Work with your &Open contact to configure GiftSync, which links Salesforce Campaigns to &Open gifting campaigns. When contacts are added to a mapped Campaign, &Open automatically sends gift invitations via a daily scheduled job. Campaign Member Status is updated to reflect gift progress (e.g., Pending → Invited → Completed).
Step 6: Set up permission sets
Create or update a permission set to control which users can access &Open's Salesforce component and custom objects. Assign it to the relevant users — typically sales reps, account managers, and CS team members.
Step 7: Test and validate
In sandbox, test by adding a contact to a mapped Campaign and confirm: the gift invitation is sent after the daily sync runs, the recipient receives it, and the gift status updates back on the Salesforce record. Test any automated Flow triggers you've configured. Once validated, deploy to production.
Key configuration reference
Configuration item | Where to find it | Notes |
Connected app | Setup → App Manager | OAuth 2.0 or JWT bearer token |
Connected app | Setup → App Manager → New Connected App | Scopes: api, refresh_token, offline_access |
Custom fields | Contact and Lead objects → | Gift sent/redeemed/delivery dates, value, lifetime cost |
Permission set | Setup → Permission Sets | Assign to users who should have gifting access |
Flow automation | Setup → Flows | Optional — for automated gift triggers based on field changes |
Ongoing admin tasks
User access — manage which users can send gifts by updating the &Open permission set assignments in Salesforce.
Budget management — gifting budgets are managed in &Open's portal. Work with your finance team and &Open contact to set and update limits.
Token refresh — OAuth tokens refresh automatically. If you see authentication errors, re-authenticate via Integrations → Salesforce in &Open's portal.
Integration updates — &Open will notify your admin contact of any changes to the integration that require action on your side.
Flow maintenance — periodically review any automated Flows that trigger &Open actions to ensure they're aligned with your team's gifting strategy.
Getting support
For Salesforce-specific issues (connected app errors, permission problems, Flow failures), consult Salesforce Help or your internal Salesforce support process.
For &Open integration issues (gift not sending, data not mapping, authentication errors), contact your &Open account team directly.
For joint troubleshooting, your &Open contact can connect you with their technical onboarding team — they have experience working with Salesforce admins and can help diagnose issues in your org configuration.
Questions before you start? Email hello@andopen.co and ask to speak with the &Open integrations team.