To get a general idea and understand the benefits of the LeadSquared to Salesforce integration, see LeadSquared to Salesforce Integration – Overview.
Once you’re ready to integrate, use this article as your first point of reference. We’ve divided the integration process into 2 steps –
- Installation and Authentication
- Configuration and Mapping
This article deals with the first step. Follow the instructions listed here for a smooth integration experience.
- You must have LeadSquared and Salesforce accounts.
- You must be an administrator user on both accounts.
Raise a Ticket
The first step is to raise a ticket to our support team requesting the Salesforce integration package. The support team will then send you an email with the integration package URL. There are a few ways you can raise a ticket –
- From our help portal.
- From the live chat widget in your LeadSquared account.
- By sending an email to email@example.com.
Install the Connector
You’ll receive an email with the installation package URL. Click the URL to launch the installation wizard. You’ll now see 3 installation options –
- Install for Admins Only
- Install for All Users (Recommended)
- Install for Specific Profiles
For more information on these 3 options, see Install a Salesforce Package.
Click Install after choosing the Install for All Users option. The Approve Third Party Access pop-up will appear. Click the checkbox to grant access to third-party websites, then click Continue.
You’ll be directed to the Installed Packages page of your Salesforce account once the installation is complete.
Authenticate your LeadSquared Account
Now that the connector is installed, you have to authenticate your LeadSquared account in Salesforce.
Note: Please use the ‘Salesforce Classic’ view and not the ‘Lightning Experience’ in your Salesforce account.
You can do this from the Installed Packages section under Setup in your Salesforce account. You’ll be directed here automatically after installing the package. In case you can’t find the page, in your Salesforce account, go to Setup>Installed Packages>LeadSquared Connector>Configure –
Before authentication, you have to add the connector page URL to the Salesforce Remote Site Settings. Here’s how you do it
- From the LeadSquared Connector configuration page, copy the page URL up till ‘.com’.
- In the Salesforce quick find box, search for Remote Site Settings, then click New Remote Site.
- Name the new remote site LSQConnectorURL and paste the LeadSquared connector page URL in the Remote Site URL field. Add a description (optional) and make sure the Active checkbox is ticked.
- Click Save.
You’re now ready to authenticate your LeadSquared account and move on the next step of the integration.
To authenticate –
- Click the Authentication tab in the left pane.
- Enter your LeadSquared access key and secret key in the API Access Key and API Secret Key fields respectively. For more information on API keys and how to find them, see How do I obtain API Access Keys in LeadSquared?
- Click Authenticate and Save.
- After successful authentication, you’ll see two new tabs appear on the left panel – Mapping and Configuration.
Note: If your Salesforce account doesn’t have access to Salesforce APIs, you will not be able to map custom objects. You’ll also have to perform an additional step as shown below –
Now that you’re authentication is complete navigate to our next article to map LeadSquared and Salesforce entities and fields and configure the data sync settings –