Hi Bubble Community,
I’m building a client portal on Bubble that connects to Salesforce. The goal is to let contacts (who currently don’t have Salesforce access) log in, view their data (cases, profiles, etc.), and make updates that sync back to Salesforce in real-time.
Here’s the situation:
- I have a CSV file of contacts (First Name, Last Name, Email, Username) from Salesforce, but no Salesforce IDs.
- I’ve set up the API Connector using Salesforce’s OAuth2 User-Agent Flow but keep getting a 401: Session expired or invalid error when testing.
- I need to dynamically pull data from Salesforce using the logged-in user’s email and allow changes made in Bubble (like profile updates or new cases) to sync back.
- Contacts don’t have passwords yet, so I plan to onboard them via Bubble’s Forgot Password feature.
I need well detailed help with:
- Fixing the 401 error during API setup.
- Dynamically using the logged-in user’s email for API calls.
- Setting up two-way data sync between Bubble and Salesforce.
- Ensuring my onboarding plan is practical.
Any advice or alternative solutions would be greatly appreciated. Thanks so much for your help!
NB: I’m still a beginner with bubble, which is why I’m having issues with API setup. Thanks in advance.