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.

   • 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 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).