This document will lead you through the process of setting up a Salesforce Developer account, and a LeadAngel account, and configuring the LeadAngel API user permissions within Salesforce for API-only user integration.
Follow the below steps to configure the Salesforce API user connection with LeadAngel:
Step 1: Create Accounts
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Create a Salesforce Account:
- Sign up for a Salesforce account.
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Create a LeadAngel Account:
- Register for a LeadAngel account using this link: LeadAngel Registration.
Step 2: Install the LeadAngel Salesforce Package
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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.
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Verify LeadAngel API User Permission Set:
- After installation, check that the LeadAngel_API_User_New permission set is available in Salesforce.
Step 3: Configure the Salesforce API Integration User
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Go to User Settings in Salesforce:
- 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.
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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:
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- Click on Manage Assignments.
- Select Add Assignments, choose API Only users, and assign the LeadAngel_API_User_New permission set.
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Step 5: Review and Save:
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- Double-check the settings and click Save once you’ve assigned the permission set.
Once saved, log in to the LeadAngel app to view the connection activation status.
- LeadAngel app> Administration tab> Integrations> CRM Activation> LeadAngel Paid App - API Only User Connection.
- Click on the Connect button to connect via Salesforce login credentials.
- Now you have to log in to Salesforce using your developer 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"
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- Once logged in, the Salesforce account will successfully get connected to the LeadAngel app.
- You can disconnect the API-only user account by clicking on the disconnect icon in the connection status.
Note:
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- If the Salesforce account has multiple API-only users, all can be connected or disconnected in that particular Client ID only.
- Please use the correct Salesforce account and Client ID to proceed with the connection, as associations between the Salesforce account and Client ID cannot be changed once established.
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