Salesforce Integration

Connect Ledly to your Salesforce org to automatically sync leads. This guide walks you through creating a Connected App and authorizing Ledly.

Prerequisites

• Salesforce Administrator access
• Access to Salesforce Setup

Step 1: Create a Connected App

1. Log in to your Salesforce org
2. Click the gear icon → Setup
3. In the Quick Find box, search for App Manager
4. Click New Connected App (top right)

Basic Information

API (Enable OAuth Settings)

1. Check Enable OAuth Settings

2. Set Callback URL to:

   https://api.ledly.io/api/salesforce/callback

3. Selected OAuth Scopes - Add these:

   • Access and manage your data (api)
   • Perform requests on your behalf at any time (refresh_token, offline_access)
   • Access your basic information (id, profile, email, address, phone)

4. Leave other settings as default

5. Click Save

Step 2: Get Your Credentials

1. After saving, click Continue
2. On the Connected App detail page, click Manage Consumer Details
3. You may need to verify your identity (email code or authenticator)
4. Copy these values:
   • Consumer Key (this is your Client ID)
   • Consumer Secret (this is your Client Secret)

Step 3: Configure Connected App Policies

1. Go back to App Manager
2. Find your Ledly Integration app
3. Click the dropdown arrow → Manage
4. Click Edit Policies

Recommended OAuth Policies

5. Click Save

Step 4: Enter Credentials in Ledly

1. Log in to Ledly at app.ledly.io
2. Go to Settings → CRM Integration
3. Select your environment (Production or Sandbox)
4. Enter your Client ID (Consumer Key)
5. Enter your Client Secret (Consumer Secret)
6. Click Save Credentials
7. Click Connect with Salesforce
8. Log in to Salesforce when prompted and approve access

Step 5: Map Fields to Salesforce

After connecting, configure how Ledly fields map to your Salesforce fields.

1. Go to Settings → CRM Integration → Field Mapping
2. For each Ledly field, select the corresponding Salesforce field
3. Click Save Mapping

Standard Field Mappings

Custom Field Mappings

Map Ledly fields (including custom fields) to your Salesforce custom fields:

Field Transformations

Use transformations to combine multiple Ledly fields into a single Salesforce field. This is especially useful for click IDs, since a lead will only have one (gclid OR fbclid OR msclkid, not all).

Combining Click IDs

Since Salesforce may only have one Click_ID__c field, use a transformation to merge all click ID fields:

Configuration:

{
  "internal_field": null,
  "external_field": "Click_ID__c",
  "transformation_rule": "click_ids_to_one"
}

This will check gclid, fbclid, msclkid, ttclid, li_fat_id, and click_id in order, and use the first non-empty value.

Other Available Transformations

For detailed mapping options, see the Field Mapping Guide.

Troubleshooting

”Invalid Client ID” Error

• Double-check the Consumer Key was copied correctly
• Wait 10 minutes after creating the Connected App (Salesforce propagation delay)
• Ensure there are no extra spaces in the credentials

”Redirect URI Mismatch” Error

• Verify the Callback URL in your Connected App matches exactly:

  https://api.ledly.io/api/salesforce/callback
• Check for trailing slashes or http vs https

”User Not Authorized” Error

• If using “Admin approved users”, ensure your profile/permission set is assigned
• Try switching to “All users may self-authorize” temporarily for testing

Token Refresh Failures

• Ensure “Refresh token is valid until revoked” is set in policies
• Check that the refresh_token OAuth scope is included

Security Best Practices

1. Rotate credentials periodically - Generate new Consumer Secret every 6-12 months
2. Use least privilege - Only grant the OAuth scopes Ledly needs
3. Monitor access - Review Connected App usage in Salesforce Setup → Security → Connected Apps OAuth Usage
4. Revoke if compromised - If credentials are exposed, immediately revoke in Salesforce and generate new ones

Revoking Access

In Ledly

1. Go to Settings → CRM Integration
2. Click Disconnect

In Salesforce

1. Setup → App Manager → Find Ledly Integration
2. Click dropdown → Manage
3. Click Edit Policies
4. Under OAuth Policies, click Revoke All Tokens

Or to remove completely:

1. Setup → App Manager → Find Ledly Integration
2. Click dropdown → Delete

Support

If you encounter issues:

• Email: [email protected]
• Include your Salesforce org ID (Setup → Company Information)
• Do NOT send credentials via email