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Salesforce Campaign/Leads integration

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

  1. On the top bar click on Setup button, it will open a dropdown and there click on Setup.
  2. Search App Manager.
  3. Click on New Connected App. 
  4. 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. 

  1. Click on Manage Consumer Details
  2. Copy Consumer Key into portal Connected App Client ID
  3. 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