Salesforce
Salesforce is a cloud-based customer relationship management (CRM) platform that helps businesses streamline their sales, marketing, and service operations. Connecting Salesforce to AgencyAnalytics lets you quickly and easily review key metrics, including lead details, MQLs, SQLs, and more.
Review lead details, MQLs, and SQLs alongside your other client data
Pull key Salesforce metrics into your AgencyAnalytics dashboards and reports
Learn more about everything that's possible with the Salesforce integration.
Before You Start
To avoid a failed connection or error when connecting Salesforce to a client, the person connecting must have:
Read permissions for Accounts, Leads, Opportunities, and Campaigns
A paid Salesforce subscription that includes API access
You'll also need to confirm the following settings are configured in Salesforce:
Approve the AgencyAnalytics Connected App in Setup > Connected Apps > Manage Connected Apps
Verify that the user making the connection has the API Enabled permission on their profile
Check that there are no IP restrictions on the connecting user's profile that could block the connection
If you use a custom My Domain, make sure it's used as the login domain during OAuth
API and Data Access
If you're configuring OAuth settings in Salesforce for the AgencyAnalytics integration, use these settings:
Redirect/Callback URL: use https://redirect.clientseoreport.com/utils/oauth.html
OAuth Scopes: include api and refresh_token
OAuth Flow Type: select Authorization Code (Web Server flow)
Refresh Token: make sure it's enabled by including the refresh_token scope
Login Endpoint: use your Salesforce domain, such as your custom My Domain (for example, https://[MY_DOMAIN].my.salesforce.com)
Connect Salesforce
Once the prerequisites above are in place, follow these steps to connect Salesforce to a client in AgencyAnalytics:
Step 1: Open the client where you'd like to connect Salesforce, then click the Data Sources tab at the top.
Step 2: Click the Connect Data Source button in the upper right corner of the page.
Step 3: Search for Salesforce in the search bar at the top, then click the Salesforce card.
Step 4: Click the gray Connect Integration button to launch the authorization window.
Step 5: Enter your Salesforce domain, then click continue and follow the prompts.
If your organization's domain is https://mycompany.my.salesforce.com, you only need to enter "mycompany" as your domain.
FAQ
Do I need to build a custom Salesforce Connected App?
No, you don't need to build a custom app to connect Salesforce to AgencyAnalytics. The integration works with the standard Salesforce API, provided the correct permissions and settings outlined in the Before You Start section above are enabled.
How do you calculate MQL and SQL?
MQL is not a default Salesforce field. AgencyAnalytics calculates it using this formula: newly converted leads without a corresponding opportunity. Once an opportunity is tied to a converted lead, it becomes an SQL.
Because of this, your MQL count in AgencyAnalytics may not match what you see in Salesforce. Salesforce typically tracks MQLs through the opportunity stage, which uses different underlying data than that used for converted leads. This is expected behavior and not a data sync issue.
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