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

Before getting started, make sure you have:

A Mapline account
Salesforce login access
Salesforce API access enabled
Permission to create a Connected App in Salesforce

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.

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 is what allows your Salesforce data to flow securely and seamlessly into Mapline, so you can map, analyze, and optimize your sales efforts with ease. The good news? Setting it up is quick and painless.

CREATE CONNECTED APP

First things first—log in to Salesforce and navigate to:

Platform Tools → Apps → App Manager

From the top-right corner, click New External Client App. Fill in the required details:

Connected App Name: Use a clear name like “Mapline Connection”
Contact Email: Enter a valid email address

Pro Tip: Want to know which Salesforce experience you’re using? Just check your URL:

If it ends in my.salesforce.com, you’re using Lightning Experience
If it ends in classic.salesforce.com, you’re in Classic Mode

Admins can switch to Lightning by clicking their username in the top-right corner and selecting SWITCH TO LIGHTNING EXPERIENCE.

CONFIGURE CONNECTED APP

1. Expand the API (Enable OAuth Settings) section and configure the following:

Enable OAuth: Check this box
Callback URL: https://app.mapline.com/api/v1/oauth/v2/code/callback

2. Under OAuth Scopes, select:

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)

3. Under Flow Enablement, select:

Enable Authorization Code and Credentials Flow
Require user credentials in the POST body for Authorization Code and Credentials Flow

4. Under Security, select:

Require Secret for Web Server Flow
Require Secret for Refresh Token Flow

5. And make sure to uncheck:

Require Proof Key for Code Exchange (PKCE) extension for Supported Authorization Flows

Once everything is configured, click Save.

COPY OAuth CREDENTIALS

Now that your app is created, navigate to: Platform Tools → Apps → External Client Apps → External Client App Manager

Locate your app and open it, then click the Settings tab.

Expand the OAuth Settings section and click the link to view your Consumer Key and Consumer Secret.

You may be prompted to verify your identity. These credentials are what you’ll use to connect Salesforce to Mapline:

Consumer Key → Client ID (in Mapline)
Consumer Secret → Client Secret (in Mapline)

Copy both values and keep them secure.

ADD SALESFORCE CONNECTOR

Finally, log in to Mapline and click your name in the top-right corner, then select Connectors.

Click the blue + button, name your connection (e.g., “Salesforce Connection”), and choose Salesforce from the app dropdown. Paste your Client ID and Client Secret into the appropriate fields, then click OK. And that’s it—you’ve successfully connected Salesforce to Mapline.