How do I add Salesforce Campaign IDs to Uplifter links?

Uplifter can connect to Salesforce using the Client Credentials flow using a External Client App.  

This integration ensures campaign data stays aligned across both systems without requiring a user to be signed into each system at the same time.  It also means users that have no access to Salesforce (agencies, publishers) but do have access to Uplifter can use Salesforce campaign IDs in their links.

In this article:

• How to find your Salesforce My Domain URL
• How to create an External Client App in Salesforce
• How to create a permission set in Salesforce
• How to create a dedicated integration user in Salesforce
• How to assign the integration user to the external client app in Salesforce
• How to get your Client ID and Client Secret in Salesforce
• How to connect in Uplifter
• How to add the campaign ID parameter to Uplifter
• Troubleshooting

Requirements

• You need admin access in Salesforce with permission to create External Client Apps in Salesforce Setup.
• You need admin access to your Uplifter company account.

How to find your Salesforce My Domain URL

1. Sign in to Salesforce
2. Go to Setup, in the Quick Find box, type "My Domain" and select My Domain
3. Copy your My Domain URL — the URL will look like: https://yourcompany.my.salesforce.com

You must use your My Domain URL, not https://login.salesforce.com.

How to create an External Client App in Salesforce

1. In Salesforce Setup, search for "App Manager" in the Quick Find box

   

2. Click "New External Client App
3. In the App Name field, enter a name, e.g. "Uplifter Integration"
4. In the Contact Email field, enter your admin email address
5. Under OAuth Settings, check "Enable OAuth Settings"
6. In the Callback URL field, enter https://uplifter.tech/oauth2callback (this URL is not used by the Client Credentials flow, but Salesforce requires a value)
7. Under Selected OAuth Scopes, add "Access and manage your data (api)"
8. Check "Enable Client Credentials Flow"
9. Click "Save"

This should look like the following:  (Click the image below to get a larger version)

How to create a permission set in Salesforce

The Campaign ID integration needs access to the Campaign object within Salesforce.  A custom permission set allows you to be granular with the access that the integration is giving.

1. Navigate to "Users" then "Permission Sets"

2. Click "New"

3. Give the integration permission set a name such as: "Uplifter Integration".  For "License" use "None" and press "Save"

4. Find and click the "Uplifter Integration" permission set in the list:

5. In "Apps" click "Object Settings":

6. Scroll and click "Campaigns"

7. Press "Edit" and give the integration user at least "Read" permissions:

8. Press "Save"

How to create a dedicated integration user in Salesforce

We recommend creating a dedicated Salesforce user for the Uplifter integration, rather than using a personal admin account.  This allows you control over both the lifecycle and access level of the integration.

The integration user should have read access to Campaign objects.

1. In Salesforce Setup, search for "Users" in the Quick Find box:

2. Click "New User"

   

3. In the First Name field, enter e.g. "Uplifter"
4. In the Last Name field, enter e.g. "Integration"
5. In the Email field, enter an email address that represents the integration, such as uplifter-integration@yourcompany.com No one will log in with this email as it uses the client credentials flow, so it does not need to be a real email address.
6. In the Username field, enter a unique username, e.g. uplifter-integration@yourcompany.com
7. Under User License, select "Salesforce Integration" (if available) or "Salesforce"
8. Under Profile, select a minimal profile such as "Minimum Access - Salesforce" or "Standard User"
9. Click "Save"

10.  Go back to the integration user record and click "Permission Set Assignments", then click "Edit Assignments"

    

11. Add the "Uplifter Integration" permission set created earlier
12. Click "Save"

How to assign the integration user to the connected app

The Client Credentials flow requires a "Run As" user. Uplifter will access Salesforce data using the permissions of this user.

1. Under "External Client Apps" click "External Client App Manager"

2. Find the External Client App created earlier and click it:

   

3. Click "Edit":

   

4. In the "Policies" tab, In the "Oauth Policies" dropdown, check the box "Enable Client Credentials".

5. In "Run As" enter the username of the integration user created earlier:

6.  Click "Save"

How to get your Client ID and Client Secret in Salesforce

1. In Setup, under "External Client Apps" click "External Client App Manager".

2. Find the External Client App created earlier and click it.
3. Open the "Settings" tab open the "OAuth Settings" dropdown.

4. Click "Consumer Key and Secret".  Salesforce may ask you to verify your identity.
5. Copy the Consumer Key (this is your Client ID) and the Consumer Secret (this is your Client Secret).

Keep your Client Secret secure. Anyone with access to both the Client ID and Client Secret can access your Salesforce data. If you think the Client Secret is compromised, rotate the Client Secret immediately in Salesforce and update it in Uplifter.

How to connect in Uplifter

1. Sign in to Uplifter and go to Connect > Platforms

2. Scroll to the "Salesforce ID" box and click "Try now":

3. Open the "Settings" tab in the modal:

4. In the Client ID field, enter the Consumer Key from Salesforce.
5. In the Client Secret field, enter the Consumer Secret from Salesforce.
6. In the Instance URL field, enter your My Domain URL (e.g. https://yourcompany.my.salesforce.com).
7. Click "Connect"

Uplifter will validate the credentials by requesting a test token from Salesforce. If successful, the integration status will show as Active.

How to add the campaign ID parameter to Uplifter

Once the connection has been established, you will be able to add the Salesforce Campaign ID type to your campaign link parameters.

1. In Track > Edit parameter rules, click + Add parameter, and select Salesforce Campaign ID.

   

2. Drag the Salesforce Campaign ID parameter to where you want it in your link.
3. Your Salesforce Campaign ID parameter will now show in the form in Track > Create links.

Troubleshooting

If you see a "Could not authenticate" error, double-check your Client ID, Client Secret, and Instance URL. Make sure the External Connected App has the Client Credentials Flow enabled.  Confirm you are using your My Domain URL (e.g. https://yourcompany.my.salesforce.com), not https://login.salesforce.com.

If the status shows "needs reconnect", the Client Secret may have been rotated in Salesforce. Re-enter the updated credentials in Uplifter at Settings > Integrations > Salesforce.

If no campaign data is appearing, make sure the integration user (the Run As user) has read access to the Campaign object in Salesforce.