Salesforce

Use the Salesforce integration to enrich Salesforce Account or Lead records with website technology data and keep those fields updated automatically.

You need Salesforce system administrator access to complete this setup, and the user configuring the integration must have REST API permissions enabled.

Connected app setup

From Setup, enter 'app manager' in the Quick Find box, then select App ManagerNew Connected App.

Enter the information as shown:

Basic Information
Field Value
Connect App Name Wappalyzer
API Name Wappalyzer
Contact Email [email protected]
Contact Email [email protected]
Logo Image URL https://www.wappalyzer.com/images/logo/light.png
Icon URL https://www.wappalyzer.com/images/logo/icon_512.png
Info URL https://www.wappalyzer.com/docs/integrations/salesforce/
API (Enable OAuth Settings)
Field Value
Enable OAuth Settings Yes
Callback URL https://www.wappalyzer.com/integrations/salesforce/
Selected OAuth Scopes
  • Access the identity URL service (id, profile, email, address, phone)
  • Full access (full)
  • Perform requests at any time (refresh_token, offline_access)
Web App Settings
Field Value
Start URL https://www.wappalyzer.com/integrations/salesforce/

Click Save. On the next screen, click Manage Consumer Details, take note of the consumer key and secret store it in a secure location.

From Setup, enter 'manage connected apps' in the Quick Find box, then select Manage Connect Apps.

Click Edit next to the Wappalyzer app.

Enter the information as shown:

OAuth Policies
Field Value
IP Relaxation Relax IP Restrictions

Relaxing IP restrictions allows Wappalyzer's servers to reach the Salesforce API and keep Account or Lead enrichment working reliably.

Authentication

Authenticate Wappalyzer against the connected app so it can update Account or Lead records. You will need your Salesforce org domain and the connected app's consumer key and consumer secret from the previous steps.

From Setup, enter 'my domain' in the Quick Find box, then select My Domain.

Take note of the 'Current My Domain URL'.

Next, go to the Salesforce integration page in your Wappalyzer account. Click Connect and enter the Salesforce org domain name, consumer secret and consumer key. On the next page, click Allow to complete the authentication.

Field mappings

Create custom Salesforce fields for the technology categories you want Wappalyzer to populate. For example, you can create a field called 'CMS' and map it to the 'CMS' category so syncs write the detected CMS for each record's website.

Repeat these steps for each category you want to capture. See the list of categories.

From Setup, enter 'object manager' in the Quick Find box, then select Object Manager. From there, select Account or LeadFields & RelationshipsNew.

Select 'Text' as the field type and click the Next button.

Fill out the form as shown below and click the Next button.

Field Value
Field label Category name, e.g. Ecommerce
Length 255
Field name Prefixed category name, e.g. Wappalyzer_Ecommerce

At step 3, click the 'Next' button again.

At step 4, click Save & New to add another field or click Save to finish.

Workflow setup

Optionally, you can update Account or Lead records automatically as they are created or edited instead of relying only on full syncs. Create a Salesforce workflow to keep enrichment current on new and changing records.

From Setup, enter 'outbound messages' in the Quick Find box, then select Workflow ActionsOutbound Messages.

Select the object you chose in Wappalyzer from the dropdown menu and click the Next button.

Enter the information as shown:

Field Value
Name Wappalyzer
Unique Name Wappalyzer
Endpoint URL https://api.wappalyzer.com/v2/salesforce/account/ or https://api.wappalyzer.com/v2/salesforce/lead/
Fields to send
  • Id
  • Website
  • Email (Lead only, required for email fallback)

From Setup, enter 'flows' in the Quick Find box, then select Process AutomationFlows.

Select 'Record-Triggered flow' and click the Create button.

Enter the information as shown:

Field Value
Object Account or Lead, matching your Wappalyzer setting
Trigger the flow When A record is created or updated
Condition Requirements All Conditions Are Met (AND)
Field Value
Field Website
Operator Is Changed
Value True

For Account flows, triggering on Website changes is sufficient. For Lead flows, also trigger when Email changes so the business email-domain fallback can run when Website is blank.

On the next screen, click the + icon to add an element.

Select InteractionAction.

Enter the information as shown:

Field Value
Action Wappalyzer
Label Wappalyzer
API Name Wappalyzer

On the next screen, click the Save button.

Enter the information as shown:

Field Value
Flow Label Wappalyzer
Flow API Name Wappalyzer

Click the Activate button to complete the setup.

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