Salesforce Juvo Leads Integration

Setting Up a Connected App (OAuth):

1. Log in to Salesforce: Access your Salesforce org as an administrator.
2. Navigate to Setup: Click the gear icon and select “Setup.”
3. Search for App Manager: In the Quick Find box, type “App Manager” and select it.
4. Create a New Connected App: Click “New Connected App.”
5. Basic Information:
   • Enter a “Connected App Name” (e.g., “Juvo Leads”).
   • Enter an “API Name” (automatically generated).
   • Enter a “Contact Email.”
6. Enable OAuth Settings:
   • Check the “Enable OAuth Settings” box.
   • Enter a “Callback URL.” This is the URL where Salesforce will redirect the user after authorization. For testing, you can use http://localhost:3000/callback or a similar placeholder.
   • Select the OAuth Scopes:
     • “Access and manage your data (api).”
     • “Perform requests at any time (refresh_token, offline_access).”
   • Click “Add.”
7. Save the Connected App: Click “Save.”
8. Get Consumer Key and Secret:
   • After saving, click “Manage Consumer Details.”
   • Copy the “Consumer Key” and “Consumer Secret.” These are crucial for OAuth authentication.

III. Obtaining the OAuth Authorization URL:

1. Your OAuth URL (Example): https://yourdomain.my.salesforce.com/services/oauth2/

IV. Getting the Lead Endpoint URL:

1. Your Lead Endpoint URL (Example): https://yourdomain.my.salesforce.com/services/data/vXX.0/sobjects/Lead/

VI. Creating POST Fields for Lead Creation:

1. Lead Fields: Use the API names of the lead fields. You can find these in Salesforce Setup under “Object Manager” -> “Lead” -> “Fields & Relationships.”