TrailSpark

Connecting Salesforce

Overview

The Salesforce integration uses OAuth 2.0 with PKCE. You provide your Connected App's Client ID in TrailSpark, then authorize via Salesforce's OAuth flow. No Client Secret is needed.

Prerequisites

  • System Administrator access in Salesforce (to create a Connected App)
  • Admin or Owner role in TrailSpark

Create a Connected App in Salesforce

  1. In Salesforce Setup, search for App Manager and click New Connected App
  2. Fill in the basic fields:
FieldValue
Connected App NameTrailSpark Integration
API NameAuto-fills
Contact EmailYour admin email
  1. Check Enable OAuth Settings
  2. Set Callback URL to:
https://[your-subdomain].trailspark.ai/api/oauth/callback/salesforce

  1. Add these OAuth Scopes:

    • Access and manage your data (api)
    • Perform requests on your behalf at any time (refresh_token, offline_access)

  2. Check Require Proof Key for Code Exchange (PKCE)

  3. Save, then click Manage Consumer Details

  4. Copy the Consumer Key -- this is your Client ID

With PKCE enabled, you only need the Consumer Key. No Client Secret is required.

Connect in TrailSpark

  1. Go to Settings > CRM Integration
  2. Click Connect on the Salesforce card
  3. Toggle Sandbox Environment if connecting to a sandbox
  4. Enter your Client ID (Consumer Key from the Connected App)
  5. Click Connect to Salesforce
  6. Complete the Salesforce OAuth login and grant access

Once authorized, the page shows a Connected status with a Test Connection button to verify the integration is working.

Make sure the Sandbox toggle matches your Salesforce environment. Production credentials will not work against a sandbox, and vice versa.

What Gets Synced

TrailSpark syncs Leads, Contacts, and Accounts from Salesforce. Salesforce stores people in both Lead and Contact objects -- TrailSpark handles both via dual-field mapping (see Field Mapping).

Switching Environments

To switch between sandbox and production: disconnect the current connection, toggle the Sandbox setting, and re-authorize with the appropriate Salesforce credentials.

Troubleshooting

"Invalid Client ID" error

  • Verify the Consumer Key was copied correctly
  • Ensure the Connected App is active (new apps may take a few minutes to propagate)
  • Confirm the callback URL matches exactly: https://[your-subdomain].trailspark.ai/api/oauth/callback/salesforce

Authorization fails

  • Confirm you are logging into the correct Salesforce org (production vs. sandbox)
  • Verify your Salesforce user has API access enabled

"Refresh Token" errors

OAuth tokens refresh automatically. If you see persistent token errors, the token may have been revoked in Salesforce. Disconnect and reconnect the integration.

Next Steps