> For the complete documentation index, see [llms.txt](https://docs.edgetag.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.edgetag.io/channels/webhook/templates/salesforce-lead-and-opportunity.md).

# Salesforce - Lead & Opportunity

### Objective

* **Fetch/Create/Update Lead** from customer data
* Create an **Opportunity** linked to the **Lead**
* Build and send the relevant payload via **EdgeTag**

### EdgeTag Salesforce Integration - Deployment & Salesforce Setup

This guide will help you set up and validate the EdgeTag integration with Salesforce and deploy it using EdgeTag's Webhook.

### **Salesforce Configuration**

1. **Create a Salesforce Connected App**
   1. Navigate to **Setup**:
      * Go to **App Manager** (under Setup).
      * Click **New Connected App**.
      * If not visible: Go to **Apps -> External Client Apps -> Settings -> Connected Apps**, then click **New Connected App**.
   2. Configure Your App:
      * Name: **EdgeTag Integration** (API Name auto-fills).
      * Enable OAuth Settings.
      * Callback URL: `https://localhost:3000/callback`
      * Selected OAuth Scopes:
        * Manage user data via APIs (`api`)
        * Perform requests on your behalf at any time (`refresh_token, offline_access`)
      * Edit OAuth Policies:
        * Permitted Users: Admin approved users are pre-authorized.
        * IP Relaxation: Relax IP restrictions (if needed).
        * Uncheck **Require Proof Key for Code Exchange (PKCE)**.
      * Save the `Connected App`.
      * Copy Credentials:
        * In the app detail page, click **Manage Consumer Details** and copy:
        * Consumer Key
        * Consumer Secret
2. **Add a Custom Lookup Field to Opportunity**
   * Go to: **Setup -> Object Manager -> Opportunity -> Fields & Relationships-> New**.
   * Choose: Data Type: **Lookup Relationship**, Related To: **Lead Reference**.
   * Enter:
     * Field Label: **Lead Reference**
     * Field Name: **LeadReference\_\_c**
   * Complete: Follow the wizard steps, and add the field to your Opportunity Page Layout(s).
3. **Generate a Salesforce Refresh Token via OAuth**
   * Authorize in Browser:

     Replace `CONSUMER_CLIENT_ID` in the URL below and paste in your browser:

     Code SnippetCopy
   * Approve the App: After approval, you'll be redirected to a URL like:

     Code SnippetCopy

     Extract the `code` parameter from the URL.
   * Exchange Code for Tokens:

     Use Postman or cURL to send:

     Code SnippetCopy

     Example cURL:

     Code SnippetCopy

     Copy the `refresh_token` from the response.
4. **Gather Credentials**
   * Save these values for later use in EdgeTag setup:
   * SF\_CLIENT\_ID = your Connected App Consumer Key\
     SF\_CLIENT\_SECRET = your Connected App Consumer Secret\
     SF\_REFRESH\_TOKEN = refresh token from OAuth process

### **EdgeTag Deployment**

1. **Access Your EdgeTag Project**
   * Log in at [app.edgetag.io](https://app.edgetag.io/).
   * Select your site (e.g., `hgtmv.bvnk.com`).
   * To add the Salesforce webhook: Click **Add Channel -> Webhook**.
2. **Configure Webhook Integration**
   * Consent Categories: Ensure at least **Strictly necessary** is enabled.
   * Webhook Name: e.g., **SF Lead & Opportunity**.
   * Webhook URL: Leave blank (EdgeTag will auto-generate).
   * Starter Template: Choose **Salesforce - Lead & Opportunity**
3. **Set Secrets**
   * In the secrets, set:
   * **SF\_CLIENT\_ID** = your consumer key
   * **SF\_CLIENT\_SECRET** = your consumer secret
   * **SF\_REFRESH\_TOKEN** = your refresh token
4. **Deploy**
   * Click **Save & Deploy** (top right). EdgeTag will compile and activate the webhook.

### **Validation & Testing**

* Send a test lead: Use [Shopify Order Created](https://shopify.dev/docs/api/webhooks?accordionItem=webhooks-orders-create\&reference=toml) payload.
* EdgeTag Logs: Make sure the script runs without exceptions.
* In Salesforce:
  * Verify the Lead record is created or updated for the customer email.
  * Confirm an associated Opportunity named `Order <orderId>` was created and is linked to the Lead.
* If you observe errors, contact the EdgeTag team.

### **Result**

The script will create or update the Lead in Salesforce and create an Opportunity with the Lead referenced (`LeadReference__c`).

<br>


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