¶ For API-Based Integration
Follow the below steps to configure the Salesforce API user connection with LeadAngel:
¶ Step 1: Create Accounts
- Sign up for a Salesforce Account
- Register for a LeadAngel Account via LeadAngel Registration
¶ Step 2: Install LeadAngel Salesforce Package
Install the Package:
- Access the Salesforce package installation using the following link: Salesforce Package Installation
- Log in with your Salesforce account username and password to proceed with the installation.
- Please select your preferred Install options and install the app.
¶ Step 3: Configure the Salesforce API Integration User
1. Go to User Settings under Administration menu in Salesforce:
- To configure the Salesforce API Integration User, create a user with Salesforce API Only System Integrations profile.
- Navigate to User and select Salesforce API Only System Integrations User.
- Scroll down to Permission Set License Assignment.
- Click Edit Assignment, select the checkbox for Salesforce API Integration, and Save.
2. Assign the LeadAngel API User Permission Set:
- Go to Salesforce API Integration User settings.
- Scroll to Permission Set Assignment, and click on Edit.
- Select LeadAngel_API_User_New and Save.
¶ Step 4: Assign Users to the Permission Set:
- Click on Manage Assignments.
- Select Add Assignments, choose API Only users, and assign the LeadAngel_API_User_New permission set.
Double-check the settings and click Save once you’ve assigned the permission set.
¶ Step 5: Connect to LeadAngel
Log in to the LeadAngel app
Go to:
Administration > Integrations > CRM Activation > LeadAngel Paid App - API Only User Connection
Click Connect
Log in using the API user's Salesforce credentials
- Now you have to log in to Salesforce using your login credential.
- To connect LeadAngel with Salesforce using a custom URL, only specific custom domain URLs are permitted. These URLs must either be provided directly by Salesforce (e.g., via email) or be accessible within your Salesforce setup under: Setup > My Domain > "Current My Domain URL"
When adding a custom URL, it should follow this format: "https://custom.url.salesforce.com
- Once logged in, the Salesforce account will successfully get connected to the LeadAngel app
¶ Disconnecting
You can disconnect users by clicking the disconnect icon in the connection status.
Note: If multiple API users exist under a single Client ID, they can all be connected/disconnected under that ID. Make sure you’re using the correct Client ID and Salesforce account, as these associations are permanent.