Connecting Salesforce to Surfe

Surfe now uses your email address to log you in to the web app. You no longer need to log in through your CRM to access Surfe. You can create your account and join your team before connecting Salesforce.
 

1. Log in to Surfe

Go to app.surfe.com or open your Surfe Side Panel and enter the email address associated with your Surfe account.

You can log in in three ways:

• Email verification: Enter your email address and use the 6-digit code sent to your inbox.
• Google: Continue with your Google account using the same email address.
• Microsoft: Continue with your personal Microsoft account. Microsoft 365 work accounts should use email verification instead.

No CRM connection is required to log in.

2. Join your team

Surfe recognises your existing account using your email address. You'll find your existing workspace, teammates, settings, billing and CRM connection.

If one or more teams are found, you'll see them listed in the Side Panel. Find your company workspace and click Join to access it.

If you're associated with multiple workspaces, you can choose which one to join.

Don't see your company workspace?

Make sure you're using your company email address. If the workspace still doesn't appear, contact your Surfe administrator or our Support Team.

Note: Joining a workspace doesn't automatically assign you a licence. If no licence is assigned to you, ask your administrator to assign one.
 

3. Ask your Salesforce Admin to approve Surfe

Salesforce requires an administrator to approve Surfe before users can connect it to their CRM.

Your Salesforce Admin needs to:

1. Go to Setup → Connected Apps OAuth Usage in Salesforce.
2. Find Surfe in the list.
3. Click Install or approve the app for the organisation.
4. Optionally, configure access by allowing all users to self-authorise or granting access to specific user profiles.

Once Surfe has been approved, you can connect your Salesforce account.

4. Connect Salesforce to Surfe

Once your Salesforce Admin has approved the app:

1. Open your Surfe Side Panel.
2. Click Connect a CRM.
3. Select Salesforce from the list of available CRMs.
4. Follow the on-screen instructions to log in to Salesforce and authorise the connection.
5. Grant the requested permissions.

Once the connection is complete, you're ready to use Surfe with Salesforce!

Important: Surfe currently does not support Salesforce sandboxes.

Haven't connected a CRM yet?

No problem! You can still log in to Surfe and access your workspace without a CRM connection.

However, if you try to sync a contact to Salesforce, a pop-up will prompt you to connect a CRM. Simply follow the instructions in the pop-up to connect Salesforce and continue syncing your contact.
 

Troubleshooting Salesforce connection issues
 

If you can't connect, ask your Salesforce Admin to check Setup → Connected Apps OAuth Usage and confirm that Surfe has been installed or approved for your organisation.

Your admin should also check that Surfe hasn't been added to the list of blocked apps or exceptions.

Clear your browser cache and cookies

If Surfe has been approved but you're still experiencing authentication issues, try clearing your browser cache and cookies before connecting again.
 

API access is required

Surfe requires Salesforce API access. This isn't included in every Salesforce plan.

If you're using Salesforce Professional Edition, API access may be purchased separately. Check your Salesforce plan or contact your Salesforce Account Executive to confirm availability.

Still having trouble?

If you're still unable to connect, contact your Salesforce administrator or our Support Team via live chat or at support@surfe.com.