¶ Salesforce Campaigns/Leads integration
In this guide, we will learn how to import campaigns and leads from Salesforce.
To do this, we need to create a connected app in Salesforce.
¶ Create a Connected App
- On the top bar click on Setup button, it will open a dropdown and there click on Setup.
- Search App Manager.
- Click on New Connected App.
- Select the first option, Create a Connected App and then click on Continue.
5. Complete de following fields:
5.1 Connected App Name and API Name with the same value. Can be the customer name.
5.2 Contact Email: email of Salesforce admin.
5.3 Enable OAuth Settings
5.3.1 Callback URL: https://<domain>/portal/configuration/crm/salesforce
5.3.2 Select OAuth Scopes: Full access (fulll) and Perform requests at any time (refresh token, offline access)
6. Finally click Save to create the Connected App.
¶ Copy Client ID and Client Secret
Now we are in the Connected App view.
- Click on Manage Consumer Details
- Copy Consumer Key into portal Connected App Client ID
- Copy Consumer Secret into portal Connected App Client Secret
4. Copy the base path of Salesforce URL into portal Prefix Domain
Its the first part before .my.salesforce.com
¶ Enjoy Salesforce Campaigns
In portal go to Campaigns and click on Add from Salesforce
