How do I establish a connection between snapAddy and Salesforce?

Prerequisites:

To connect snapAddy with Salesforce, you need access to the Salesforce API interface. This is included in most Salesforce editions.

Without API access, snapAddy cannot be connected to Salesforce and data transfer is not possible.

If you are unsure whether your Salesforce edition includes the API interface, please contact your Salesforce administrator or your Salesforce account manager.

General Connection Instructions

The basic procedure for connecting snapAddy to a CRM system can be found in our detailed article:

→ How do I connect snapAddy to my CRM?

For regular users: If you are not an administrator, the connection is already fully set up after the step described above. You can now use snapAddy with Salesforce.

For administrators: In the following sections, you will learn how to review the CRM mapping, resolve common export issues, and configure product-specific settings.

Administrator Steps for Salesforce Connection

After the basic connection, as an administrator, you must complete or review the following steps to ensure smooth operation:

Step 1: Install Connected Apps

When: When connecting to Salesforce for the first time

The snapAddy Connected App must be installed in Salesforce to establish the OAuth connection.

Without this step: The error "OAUTH_APPROVAL_ERROR_GENERIC" appears and the connection fails.

Instructions: A detailed step-by-step guide can be found here: → How do I install the snapAddy Connected App in Salesforce?

✅ Note: This approval only needs to be performed once. After that, all authorized users can use snapAddy without further configuration.

Step 2: Activate Salesforce SSO (Optional)

When: If you want to use Salesforce Single Sign-On (SSO) for snapAddy

If you want your users to log in to snapAddy via Salesforce SSO, the Salesforce administrator must log in to snapAddy once using Salesforce SSO. This activates the SSO functionality for the entire organization.

Procedure:

Select "Sign in with Salesforce" when logging in
Log in as an administrator with your Salesforce credentials
Allow access
After successful login, SSO is activated for all users in your organization

✅ Note: After this one-time setup, all users in your organization can conveniently log in to snapAddy via Salesforce SSO without having to manage separate credentials.

Step 3: Review CRM Mapping

After successful connection, the standard CRM mapping for Salesforce is automatically applied. This mapping defines which fields from snapAddy are exported to which Salesforce fields.

Standard Mapping: The standard mapping covers the most important fields and works immediately for most use cases. A complete overview of all mapped fields can be found here: → Standard CRM Mapping for Salesforce

Custom Mapping: You can customize the mapping at any time to meet your specific requirements. More information can be found in this article: → What does CRM Mapping mean?

Known Solutions for Common Export Issues

After successful connection, various error messages may occur when exporting contacts to Salesforce. These are usually due to specific Salesforce configurations or field settings.

A detailed overview of all known export issues and their solutions can be found in our specialized article: → Known Solutions for Salesforce

This article shows you the most common solutions for error messages during an export to Salesforce and helps you quickly resolve export issues.

If you have any further questions, please feel free to contact support@snapaddy.com or your Customer Success Manager.