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Integrations

How to Connect Thrico to Salesforce CRM

Step-by-step administrator guide to integrate Salesforce Developer, Enterprise, and Unlimited editions with Thrico via OAuth 2.0 PKCE.

The Thrico-Salesforce integration connects your CRM data with your Thrico community platform, enabling bi-directional contact synchronization, automatic member provisioning, and rule-based community assignments.

🌟 Overview

Connecting Salesforce to Thrico bridges customer relationship records directly with member community spaces and engagement activities.

Key Capabilities:

  • 🔄 Real-Time Sync: Automatically provision and update Thrico community profiles when contacts, leads, or accounts change in Salesforce.
  • 🏷️ Custom Field Mapping: Map standard (Email, Phone, Title) and custom Salesforce fields (Membership_Tier__c, Points__c, Industry) to Thrico member attributes.
  • 🛡️ Enterprise Security: Uses OAuth 2.0 with RFC 7636 PKCE (Proof Key for Code Exchange) and AES-256 encrypted token storage at rest.
  • ⚡ Zero-Code Setup: Connect in under 2 minutes through the Thrico Admin Dashboard.

📋 Prerequisites

Before starting the setup, ensure you have:

  1. A Salesforce Org (Production, Developer Edition, or Sandbox) with System Administrator rights or the Customize Application permission.
  2. An active Thrico Admin Dashboard account with Admin privileges.

🚀 Step-by-Step Connection Guide

Step 1: Create an External Client App in Salesforce

  1. Log in to your Salesforce instance (login.salesforce.com or your custom domain).
  2. Click the Gear Icon (⚙️) in the top right header → select Setup.
  3. In the left-hand Quick Find box, type App Manager and select it under the Apps menu.
  4. In the top-right corner, click:
    • New External Client App (in modern Salesforce Lightning)
      — OR —
    • New Connected App (in Salesforce Classic / Standard Setup)

Salesforce External Client Apps are the modern successor to Connected Apps and provide enhanced OAuth security scoping. Both types are fully supported by Thrico.

Step 2: Configure App Details & OAuth Settings

  1. In the Basic Information section, provide:

    • App Name: Thrico Community Integration
    • API Name: Thrico_Community_Integration
    • Contact Email: your-admin-email@yourdomain.com

  2. Check the box: ☑️ Enable OAuth Settings (or Enable OAuth).

  3. In the Callback URL field, enter your Thrico endpoint:

https://admin.thrico.app/integrations/crm/callback

  1. Under Selected OAuth Scopes, select and move the following 4 scopes to Selected:

    • Manage user data via APIs (api)
    • Perform requests at any time (refresh_token, offline_access)
    • Access unique user identifiers (openid)
    • Full access (full)

  2. Under Security / Flow Policies:

    • ☑️ Check Require Secret for Web Server Flow
    • ☑️ Check Require Proof Key for Code Exchange (PKCE)

  3. Click Save, then click Continue.

New External Client Apps and Connected Apps in Salesforce can take 2 to 10 minutes to propagate across Salesforce global OAuth servers before they can accept authorization requests.

Step 3: Retrieve Consumer Key & Secret

  1. Under the OAuth Policies or Manage Consumer Details section of your newly created app, click Manage Consumer Details (or View Consumer Details).
  2. Salesforce may prompt you for a 2FA verification code sent to your admin email.
  3. Copy the two generated security keys:
    • 🔑 Consumer Key (Client ID)
    • 🔒 Consumer Secret (Client Secret)

Never share or commit your Consumer Secret into public repositories. Thrico encrypts and securely manages tokens using AES-256 GCM.

Step 4: Authorize from the Thrico Dashboard

  1. Open your Thrico Dashboard → navigate to: 
    https://admin.thrico.app/settings/integrations/crm
  2. Locate the Salesforce CRM card and click Connect Salesforce.
  3. Choose your Salesforce environment:
    • Production / Developer Edition (login.salesforce.com)
    • Sandbox (test.salesforce.com)
  4. You will be redirected to the secure Salesforce OAuth authorization screen.
  5. Review the requested permissions and click Allow.
  6. You will be automatically redirected back to Thrico with the status badge updated to CONNECTED.

⚙️ Post-Connection Setup

Once your Salesforce integration is active, configure your data pipeline:

1. Schema Discovery & Custom Field Mapping

Navigate to the Field Mapping tab:

  • Thrico automatically queries your Salesforce metadata API to discover all standard and custom fields (Account.Industry, LeadSource, Membership_Tier__c, Points__c).
  • Map any Salesforce field directly to Thrico member profiles or custom member attributes.
  • Configure value transformations (e.g. uppercase, lowercase, enum dictionary mapping, date conversions).

2. Initial Data Import

Navigate to the Sync & History tab:

  • Click ⚡ Sync Now to initiate an initial bulk import of your Salesforce contacts and accounts.
  • View real-time sync progress, logs, processed records, and reconciliation metrics.

3. Automated Community Rules

Navigate to the Community Rules tab to configure dynamic membership workflows:

  • Rule Example: If Account_Tier == "VIP", automatically assign the member to the VIP Private Space.
  • Rule Example: If Contact.Status == "Inactive", restrict access to private discussion channels.

🔒 Security & Data Governance

FeatureStandard / Specification
Authentication ProtocolOAuth 2.0 with RFC 7636 SHA-256 PKCE & Web Server Flow
Token EncryptionAES-256 GCM Encryption at Rest with KMS Key Rotation
Data in TransitTLS 1.3 End-to-End Encryption
API Limit ProtectionAutomated rate limiting with batching & incremental delta sync
ComplianceSOC 2 Type II and GDPR Compliant Data Handling

❓ Frequently Asked Questions (FAQ)

🔗 Related Resources

Zoho CRM Integration

Odoo CRM Integration

CRM Hub Overview

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