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Demand-Genius connects to Salesforce with OAuth 2.0 client credentials. You create an app in Salesforce that grants API access, copy its consumer key and secret, and paste them into Demand-Genius along with your Salesforce domain.
Salesforce runs through the same sync path as HubSpot, but parity has not been verified end to end. Expect to check the first figures against Salesforce with Demand-Genius.

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Prerequisites

  • Salesforce admin rights.
  • The Modify / Connect / Disconnect Integrations permission in Demand-Genius.

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Part 1: create API access in Salesforce

1

Create an External Client App

In Setup, go to Platform Tools > Apps > External Client Apps and create a new app with a recognisable name and an admin contact email.
2

Enable OAuth with the client credentials flow

Enable OAuth, select the Manage user data via APIs (api) scope and enable the Client Credentials Flow. Set a callback URL (Salesforce requires one even though it is not used here). Under the app’s policies, assign a run-as user for the client credentials flow; a dedicated integration user is recommended.
3

Copy the Consumer Key and Consumer Secret

From the app’s OAuth settings, view and copy both values.
4

Note your My Domain URL

In Setup, search My Domain and copy the current URL, for example https://yourcompany.my.salesforce.com.

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Part 2: connect in Demand-Genius

1

Open Settings > CRM and click Connect on the Salesforce tile

The Add Integration dialog opens.
2

Enter the credentials

  • Consumer Key from Salesforce
  • Consumer Secret from Salesforce
  • Token URL: your My Domain URL. It must start with https://.
3

Choose how you handle new inquiries

Lead if new people enter Salesforce as leads and are converted later. Contact if you work account-based and record people directly as contacts on accounts.
4

Submit and select funnel stages

Demand-Genius pulls your opportunity stages. Untick any you do not want reported on and click Save.

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Update or remove the connection

  • Update the credentials with the pencil next to the API key on the configure screen. The dialog warns that existing data will be lost.
  • Delete Integration requires typing DELETE to confirm.

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Troubleshooting

  • Connection fails. Check the Token URL is your My Domain URL with https://, and that the client credentials flow has a run-as user assigned in Salesforce.
  • Stages are missing. Only stages the integration user can see are pulled. Check the user’s permissions in Salesforce.
  • Figures differ from Salesforce. Report what you see to Demand-Genius; see the note at the top of this page.