Salesforce

Our Salesforce integration offers you the ability to add a link to a user's LogRocket sessions as part of a lead profile.

To get started, navigate to your Setup and select Object Manager from the sidebar, then select the Lead object. Once within the Lead object, select Fields & Relationships and then click 'New' in the top right to add a new custom field to each lead:

For the data type, select "Formula" and continue.
Give your custom field a name of choice and select "Text" as the Formula Return Type, then continue.
Within the Formula box, copy and paste the following, making sure to replace YOUR_ORG and YOUR_APP with the slugs from your LogRocket account:

"https://app.logrocket.com/YOUR_ORG/YOUR_APP/sessions?e=" & Email

It should look something like this:

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 this URL appear within the details section for a lead:

For more information on adding custom fields with Object Manager to Salesforce, see here.