Salesforce
Integrating LogRocket with Salesforce
Our Salesforce integration offers you the ability to add a link to a user's LogRocket sessions as part of a lead OR contact profile.
- To get started, navigate to your Setup and select Object Manager from the sidebar, then select the Lead OR Contact object. Once within the Lead/Contact object, select Fields & Relationships and then click 'New' in the top right to add a new custom field to each lead:
![Screen Shot 2020-02-12 at 2.06.15 PM.png 2048](https://files.readme.io/f9d1e54-Screen_Shot_2020-02-12_at_2.06.15_PM.png)
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For the data type, select "Formula" and continue.
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Give your custom field a name of choice and select "Text" as the Formula Return Type, then continue.
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Within the Formula box, use the HYPERLINK function to create a link to the LogRocket. The format of the HYPERLINK function is HYPERLINK(url, friendly_name [,target])
Copy and paste the below example into Formula box to create a link called 'LogRocket Sessions'.
*Be sure to replace YOUR_ORG and YOUR_APP with the slugs from your LogRocket account:
HYPERLINK("https://app.logrocket.com/YOUR_ORG/YOUR_APP/sessions?e=" & Email, "LogRocket Sessions", "https://app.logrocket.com/YOUR_ORG/YOUR_APP/sessions?e=" & Email)
It should look something like this:
![Screen Shot 2020-08-21 at 8.11.07 AM.png 1874](https://files.readme.io/cbd715e-Screen_Shot_2020-08-21_at_8.11.07_AM.png)
- Click Next at the bottom to save and continue through the next two screens, selecting options for permissions and visibility.
When completed, you should automatically see a hyperlink appear within the details section for a lead/contact:
![Screen Shot 2020-02-12 at 10.47.50 AM.png 1142](https://files.readme.io/32f9a42-Screen_Shot_2020-02-12_at_10.47.50_AM.png)
For more information on adding custom fields with Object Manager to Salesforce, see here.
Updated almost 4 years ago