PLEASE NOTE: This is a fairly technical task and involves a little bit of coding, our support in this area goes as far as this document, but if you require further assistance we can be commissioned to do this whole work for you!!

This is designed to follow the following guide on the SalesForce Developer Documentation

https://developer.salesforce.com/docs/atlas.en-us.230.0.api_rest.meta/api_rest/intro_usage_rest_resources.htm

And an API endpoint that matches something similar to:

https://instance.my.salesforce.com/services/data/v51.0/sobjects/Lead

To set up a Salesforce lead forwarder follow these steps:

First, head to your campaign you're wanting to work with and create a new forwarder

Delivery URL : https://o0xkwhfulf.execute-api.eu-west-1.amazonaws.com/api/salesforce/lead

HTTP Method: POST

Content -Type - Json

HTTP Authentication- basic

HTTP Auth Username: enter your username

HTTP Auth Password: enter the PasswordSecurityToken

e.g.
Password: qD8MRGknaaa and SecurityToken: RWydtm7V4ka9hgOw1bSSee£

You would enter qD8MRGknaaaRWydtm7V4ka9hgOw1bSSee£ as the password
​

Add Headers for the following:

X-Base-Url = salesforce url e.g https://xyz.my.salesforce.com

X-Client-Id =your client ID

X-Client-Secret =your client ID

Map the rest of your fields you require e.g

Now you've got the forwarder set up, it's time to hit it with some tests.

Go back to the Current UI (add summary/lead-management back to the URL in the browser) and use the forward testing tool found under the options.

Once you've confirmed this is working OK, then also try submitting some test leads to test the whole process.
​
Job Done!!

If you're stuck or if this isn't something you or your team is comfortable with, then please open a new chat/ticket (chat icon in the bottom right of the screen) or email support@databowl.com.

We're here to assist with any questions you have, and if required we can quote on actioning work like this for as part of our Marketing Services.