Get Started: Integrate Salesforce CRM

Integrating Salesforce is a simple and effective way to create an Ideal Customer Profile, create audiences, and synchronize your CRM data with the platform.

Our patented machine learning algorithm enriches Salesforce data to pinpoint target companies and contacts.

All opportunities and revenue associated with leads generated from campaigns run through the platform will be synced back. The system reads the default contact, opportunity, and account objects in Salesforce to show attribution.

Lastly, the integration also allows building audiences (static or dynamic) from accounts and opportunities fields in your Salesforce. This helps minimize manual and repetitive tasks such as downloading and uploading CSVs.

Checklist to Prepare Your Account for Salesforce Integration

Step 1 - Edition

Ensure that your Salesforce edition has API access. The following editions include API access:

• Enterprise Edition

• Unlimited Edition

• Developer Edition

• Performance Edition

The following editions do not have API access:

• Contact Edition

• Group Edition

• Professional Edition

Step 2 - API Enabled

Please ensure that API is enabled at the user or permission set level.

How to enable API Access in Salesforce by Profile:

1. Click Setup.

2. In Quick Find, search for "Profiles".

3. Click Users > Profiles.

4. Select your profile from the list and click "Edit".

5. Scroll down to System Permissions and select System Permissions.

6. Click Edit Properties and ensure that API Enabled is checked.

7. Click Save.

How to enable API Access in Salesforce by Permission Set:

1. Click Setup.

2. In Quick Find, search for "Permission Sets".

3. Click Users > Permission Sets.

4. Select the specific Permission Set.

5. Click System > System Permissions > Edit and check the API Enabled box.

6. Click Save.

Learn more about enabling API access

Note: For information on the Salesforce APIs Metadata connects to, please read this FAQ.

Step 3 - Permissions (Fields)

Your user account needs at least the following permissions:

• View All Data contained in specific object and system fields. Click here for details.

• API Only User

• For Accounts & Opportunities, ensure that any custom fields you want to build audiences on are available to the logged-in user.

To validate that permissions have been set accordingly, navigate here, click New Salesforce Criteria and search for the field. If you don't see the field, the user logged into the integration lacks permissions to see it.

Step 4 - Connect Salesforce and Metadata

1. Go to the Integrations page.

2. Click Connect in the CRM box.

3. Select Salesforce.

4. Click Next.

5. Click Connect.

6. Enter your Salesforce username and password.

7. Click Log In.

To disconnect, go to the Integration page, click Settings, and select Disconnect.

Note: If you face any issues with the Integration please try incognito mode as that may help to ensure the connection is successful. Reach out to support@metadata.io if you continue to face any issues.

Does Metadata Use a Connected App?

Yes. Metadata connects to Salesforce through OAuth 2.0 using its own connected app, Metadata SF APP. There is nothing to create in your Salesforce org before connecting.

• When you click Connect and log in, you are authorizing Metadata SF APP with the full and refresh_token OAuth scopes.

• Sandbox orgs are supported. Authorization runs through test.salesforce.com instead of login.salesforce.com.

• Metadata refreshes access tokens automatically, so you won't need to re-authenticate unless the connection is revoked.

• Metadata SF APP appears in your org under Setup > Connected Apps OAuth Usage only after someone in your org has authorized it once. Before that, you won't find it there to approve. After it appears, your Salesforce admin can view, restrict, or revoke it from that page.

If Your Org Only Allows Admin-Approved Apps

Some orgs block users from authorizing connected apps that aren't installed in the org. In that case, a Salesforce admin installs and approves Metadata SF APP once, and then your users can connect.

1. A Salesforce admin with the Approve Uninstalled Connected Apps permission connects Salesforce from Metadata once (see Step 4). This makes Metadata SF APP appear in your org.

2. In Salesforce, click Setup. In Quick Find, search for "Connected Apps OAuth Usage" and open it.

3. Find Metadata SF APP and click Install, then confirm.

4. Click Manage App Policies, then Edit Policies.

5. Under OAuth Policies, set Permitted Users to Admin approved users are pre-authorized and click Save.

6. In the Profiles or Permission Sets section of the app, click Manage Profiles or Manage Permission Sets and add the ones held by the users who will connect Metadata.

Users with those profiles or permission sets can now connect without the Approve Uninstalled Connected Apps permission.

Troubleshooting OAuth Connection Error

While connecting, Salesforce may refuse the authorization, often with OAUTH_APPROVAL_ERROR_GENERIC:

There are two ways to fix it:

• Give the connecting user the permission. Enable Approve Uninstalled Connected Apps for the user (by profile or permission set), then connect again.

• Have your admin install and approve the app. Follow the steps in If Your Org Only Allows Admin-Approved Apps above.

More details: https://help.salesforce.com/s/articleView?id=005132365&type=1