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PLATFORM CONNECTORS

Salesforce Conversion Tracking setup

Creates a Lead or Opportunity in Salesforce on a conversion event.

10 min Read Pokročilý Updated 5.6.2026

1. OAuth Connected App

In Salesforce Setup → App Manager → New Connected App:

  1. Enable OAuth Settings
  2. Selected OAuth Scopes: api + refresh_token, offline_access
  3. After Save, a Consumer Key + Secret is generated
  4. Generate an OAuth access token via the OAuth Playground or curl with the Consumer credentials

2. Instance URL

Top-right corner of Salesforce → click your profile → Settings. The Instance URL is something like https://yourorg.my.salesforce.com.

3. Object name

Most often Lead, sometimes Opportunity. DataNostro creates an object with an Email field + a custom DataNostro_Source__c (which must be created in advance in the Salesforce schema).

4. Fill it in in DataNostro

Dashboard → Platforms → Salesforce: fill in the Instance URL, Object name, and OAuth access token.

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