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Salesforce CRM

crm_salesforcecrm

disabled

Two-way sync between leads and Salesforce.

Setup checklist

0 of 6 done

Create a Connected App in your Salesforce org

Setup → App Manager → New Connected App. Enable OAuth, callback URL: https://<your-install>/api/oauth/salesforce/callback.

Grant API + refresh_token scopes

Selected OAuth Scopes: Access and manage your data (api), Perform requests on your behalf at any time (refresh_token, offline_access).

Create a dedicated integration user

Don't use a personal account. Profile: 'Integration User' or similar with field-level access to Lead/Contact.

Set up field mapping

Map ConverseGrid Lead fields → Salesforce Lead/Contact fields.

Pick sync direction + conflict resolution

Outbound only vs two-way. Newest-wins vs CRM-wins.

Click 'Test connection' and 'Push one test lead'

Verify a real test record lands in Salesforce.

All credentials are encrypted at rest. Mask shown above; real values stored via secret manager reference.

Instance URL*

Connected App client ID*

Connected App client secret*

Integration user username*

Password + security token*

Concatenate password and security token.

Sync direction*

Conflict resolution*

Verify credentials with a real call to the provider.

Sends a test request with the current configuration. Doesn't enable the module — preview only.

Every config change recorded with diff.

Timestamp	Actor	Change
2026-05-23 11:42	Jagdish H.	config_update: smtp_host changed
2026-05-22 09:18	Jagdish H.	module.enable
2026-05-22 09:14	Jagdish H.	config_create: initial setup

⚠ 7 required fields empty