Salesforce
A Business plan is required to use this feature.
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.
In this guide
- Connected app setup
Create the Salesforce app Wappalyzer uses to authenticate and write enrichment data back to the Salesforce object you choose in Wappalyzer. - Authentication
Authorize Wappalyzer to access your Salesforce org securely. - Field mappings
Create the Salesforce fields that will store Wappalyzer technology data. - Workflow setup
Automatically enrich newly created and updated Account or Lead records.
From Setup, enter 'app manager' in the Quick Find box, then select App Manager → New Connected App.
Enter the information as shown:
| 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/ |
| Field | Value |
|---|---|
| Enable OAuth Settings | Yes |
| Callback URL | https://www.wappalyzer.com/integrations/salesforce/ |
| Selected OAuth Scopes |
|
| 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.
invalid_client_id or
client identifier invalid, the Consumer Key is usually
incorrect, from a different org, or the new app hasn't finished
propagating yet.
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:
| 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.
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.
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 Lead → Fields & Relationships → New.
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.
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 Actions → Outbound 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 |
|
https://api.wappalyzer.com/v2/salesforce/lead/. The
Account outbound message and action do not apply to Lead flows.
From Setup, enter 'flows' in the Quick Find box, then select Process Automation → Flows.
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)
|
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 Interaction → Action.
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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