Quick Reference Guide

CONNECTORS: SALESFORCE

With the Salesforce Connector, you can seamlessly pull your Salesforce data directly into Mapline, unlocking a new level of insight into your sales operations. Say goodbye to manual exports and hello to real-time, dynamic mapping of your sales data.

Whether you’re tracking sales performance, optimizing customer relationships, or mapping out new business opportunities, Mapline’s Salesforce Connector makes it effortless to transform your data into actionable strategies. Ready to get started? Let’s dive in and revolutionize your sales process!

PREREQUISITES

Let’s make sure you’re ready to roll! Before connecting Salesforce to Mapline, here’s what you need:

Mapline account login information
Salesforce OAuth credentials (Client ID & Client Secret)

If you don’t have OAuth credentials set up in Salesforce, don’t sweat it! We’re about to dive into everything you need to know to access them.

Add a new Connector for Salesforce in Mapline

GET SALESFORCE OAUTH CREDENTIALS

To unlock the full power of Mapline’s Salesforce integration, you’ll need to create a Connected App in Salesforce. This ensures that your Salesforce data flows securely and smoothly into Mapline’s platform, so you can analyze, visualize, and optimize your sales efforts. Don’t worry—creating a Connected App is simple and straightforward. Check it out:

CREATE CONNECTED APP

First, let’s kick things off by logging in to your Salesforce account. From there, you’re going to dive into the heart of the setup—Platform Tools. In your lefthand sidebar, under Apps, select APP MANAGER.

Once you’re in App Manager, you’ll spot the option to create a new app. Click NEW CONNECTED APP at the top-right of the page, and you’re ready to go!

Create a new connected app in Salesforce to enable Mapline Connector

CONFIGURE CONNECTED APP

Now, we’ll set up some basic info. You’ll want to give your app a clear name—something like MAPLINE CONNECTION works great. Next, add a contact email, and then you’re ready to configure the rest of your app settings.

Here are the recommended configurations for your Mapline connection:

Enable OAuth: In the API section, click the checkbox next to ENABLE OAUTH SETTINGS
Enter Callback: Under CALLBACK URL, enter https://app.mapline.com/api/v1/oauth/v2/code/callback
OAuth Scopes: Select the following scopes:

Access Lightning applications (lightning)
Access the identity URL service (id, profile, email, address, phone)
Manage user data via APIs (api)
Manage user data via Web browsers (web)
Perform requests at any time (refresh_token, offline_access)

Enable Flow: Select the following checkboxes:

Require Secret for Web Server Flow
Require Secret for Refresh Token Flow
Enable Authorization Code and Credentials Flow

Save Changes: Save the app you just created

COPY OAuth CREDENTIALS

Now that your Connected App is up and running, let’s grab the credentials that are going to power this connection. Head back to App Manager, find the app you just created, and click VIEW. This is where you’ll access the details you need to connect Salesforce with Mapline.

In the API section, look for MANAGE CONSUMER DETAILS. After verifying your identity, you’ll get access to your Consumer Key (Client ID) and Consumer Secret (Client Secret).

These two pieces of information are what you’ll use to securely link your Salesforce data with Mapline. Copy both, or keep this tab open, and let’s head on over to Mapline to enable your connection!

Get OAuth credentials in Salesforce for Mapline integration

ADD SALESFORCE CONNECTOR

If you haven’t already, log in to your Mapline account and get ready to streamline your data sharing! From the top-right menubar, click your user name and select CONNECTORS.

With the connectors window open, click the blue + plus sign. Give your new connection a name, like SALESFORCE CONNECTION, and voilà! You’re one step closer to seamlessly integrating your Salesforce data into Mapline’s powerful analytics platform.

AUTHORIZE YOUR CONNECTION

Now, you’ll need to enter your Salesforce OAuth credentials. Just copy your Salesforce Consumer Key and paste it into the CLIENT ID field.

Then, copy your Salesforce Consumer Secret and paste it into the CLIENT SECRET field.

After you’ve input your details, click OK to finalize the connection.

And just like that—BOOM!—you’ve connected Salesforce to Mapline. Now, you’re ready to start seamlessly sharing data between platforms. How incredible is that?

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