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 important metrics like lead details, MQLs, SQL, and more.
API and Data Access
To configure OAuth settings in Salesforce for the AgencyAnalytics integration, follow these guidelines:
Redirect/Callback URL: Use
https://redirect.clientseoreport.com/utils/oauth.html.OAuth Scopes: Include
apiandrefresh_token.OAuth Flow Type: Select Authorization Code (Web Server flow).
Refresh Token: Ensure it is enabled by including the
refresh_tokenscope.Login Endpoint: Use your Salesforce domain, such as your custom My Domain (e.g.,
https://[MY_DOMAIN].my.salesforce.com).
🔌 Connect Salesforce
To avoid a failed connection or error when integrating Salesforce to a Client, the person connecting must have:
Read permissions for Accounts, Leads, Opportunities, and Campaigns
A paid subscription that includes API access
Additionally, ensure 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, ensure it is used as the login domain during OAuth.
If the above requirements are met, please follow these steps to connect:
Open the Client where you'd like to connect Salesforce, then click the Data Sources tab at the top.
Click the Connect Data Source button in the upper right corner of the page.
Search for Salesforce in the search bar at the top, then click the Salesforce card.
Click the gray Connect Integration button to launch the authorization window.
Enter your Salesforce domain, then click continue and follow the prompts.
If your org's domain is https://mycompany.my.salesforce.com, you only need to enter "mycompany".
❓ Salesforce FAQ
Do I need to build a custom Salesforce Connected App?
No, you do not 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 are enabled.
How do you calculate MQL and SQL?
We calculate MQLs manually based on what Salesforce has briefly described as an MQL, where leads become MQLs when they are converted but do not have an opportunity tied to them. Once an opportunity is tied to that lead, it becomes an SQL.
💬 Need additional help?
If you have any questions, please contact our friendly support team by following these instructions! We're available 24/5 to help 😄