Salesforce CRM Integration
Last updated: September 2025
Connect your solar quotes to Salesforce for powerful lead and opportunity management
Setup Steps
1
Create Connected App
Set up a Connected App in Salesforce Setup → App Manager
2
Get API Credentials
Copy Consumer Key and Consumer Secret from your Connected App
3
Configure Custom Fields
Add custom fields to Lead and Opportunity objects for solar data
4
Set Up Workflow Rules
Create automation for lead assignment and follow-up tasks
Data Mapping
Lead Fields
Property_Address__cProperty Address
Roof_Size_SqFt__cRoof Size (sq ft)
Monthly_Energy_Usage__cMonthly kWh
Opportunity Fields
System_Size_kW__cSystem Size (kW)
Estimated_Cost__cEstimated Cost
Annual_Savings__cAnnual Savings
Automation & Workflows
Lead Assignment
Automatically assign leads to sales reps based on territory
Task Creation
Create follow-up tasks and calendar events automatically
Lead Scoring
Score leads based on property size and energy usage