Salesforce Admin Setup Guide
A guide for your Salesforce administrator to create custom fields, set permissions, and prepare your org for LeadFuel integration.
Before You Start
- Salesforce System Administrator access
- A LeadFuel account with CRM integration enabled (Pro or Enterprise plan)
Create Custom Fields on the Contact Object
LeadFuel pushes 14 custom fields to Salesforce Contact records. Go to Setup → Object Manager → Contact → Fields & Relationships → New and create these fields:
| Field Label | API Name | Type | Length |
|---|---|---|---|
| LeadFuel Grade | LeadFuel_Grade__c | Text | 5 |
| LeadFuel Score | LeadFuel_Score__c | Number | 3,0 |
| LeadFuel Summary | LeadFuel_Summary__c | Long Text Area | 32,000 |
| LeadFuel Pain Points | LeadFuel_Pain_Points__c | Long Text Area | 32,000 |
| LeadFuel Products Discussed | LeadFuel_Products_Discussed__c | Long Text Area | 32,000 |
| LeadFuel Projects | LeadFuel_Projects__c | Long Text Area | 32,000 |
| LeadFuel Follow-Up Hook | LeadFuel_Followup_Hook__c | Long Text Area | 32,000 |
| LeadFuel Email Subject | LeadFuel_Email_Subject__c | Text | 255 |
| LeadFuel Email Body | LeadFuel_Email_Body__c | Long Text Area | 32,000 |
| LeadFuel Email Status | LeadFuel_Email_Status__c | Text | 50 |
| LeadFuel CRM Notes | LeadFuel_CRM_Notes__c | Long Text Area | 32,000 |
| LeadFuel Event | LeadFuel_Event__c | Text | 100 |
| LeadFuel Rep | LeadFuel_Rep__c | Text | 100 |
| LeadFuel Tags | LeadFuel_Tags__c | Long Text Area | 32,000 |
You can start with just the core fields (Grade, Score, Summary, Pain Points) and add more later. LeadFuel gracefully handles missing fields — it syncs whatever exists and skips the rest.
Set Field-Level Security
Make the LeadFuel custom fields visible to the right profiles:
- 1Go to Setup → Object Manager → Contact → Fields & Relationships
- 2Click on each LeadFuel field
- 3Click Set Field-Level Security
- 4Check Visible for relevant profiles (System Administrator, Sales User, etc.)
- 5Click Save
The integration user must have write access to all LeadFuel custom fields.
Consider creating a Permission Set called 'LeadFuel Integration' with all required object and field permissions, then assign it to the user who authorizes the OAuth connection.
Verify Object Permissions
The Salesforce user who authorizes LeadFuel needs these permissions:
- Read: Contact, Account, Campaign, User, Opportunity
- Create: Contact, CampaignMember, Task
- Edit: Contact (custom fields only)
LeadFuel never modifies standard Contact fields (Name, Email, Phone, etc.) — it only writes to the custom fields you created.
Connect in LeadFuel
Once the Salesforce side is ready:
- 1Your LeadFuel admin goes to Settings → Integrations
- 2Click Connect Salesforce — this opens an OAuth flow
- 3The Salesforce user authorizes access
- 4Configure field mappings in CRM Field Sync (map each LeadFuel field to the corresponding
__cAPI name) - 5Click Test Connection to verify everything works