Salesforce

This guide provides instructions on how to configure your Salesforce org to allow Wappalyzer to update account records with technology data.

You need to be a Salesforce system administrator to perform these steps and have REST API permissions enabled.

From Setup, enter 'app manager' in the Quick Find box, then select App Manager → New Connected App.

Enter the information as shown:

Click Save. On the next screen, click Manage Consumer Details, take note of the consumer key and secret store it in a secure location.

From Setup, enter 'manage connected apps' in the Quick Find box, then select Manage Connect Apps.

Click Edit next to the Wappalyzer app.

Enter the information as shown:

Relaxing IP restrictions is needed in order for our servers to access the Salesforce API.

Authenticate to give Wappalyzer access to the connected app. To complete this step you will need your Salesforce org's domain name and the connected app's consumer and secret keys (see previous steps).

From Setup, enter 'my domain' in the Quick Find box, then select My Domain.

Take note of the 'Current My Domain URL'.

Next, go to the Salesforce integration page in your Wappalyzer account. Click Connect and enter the Salesforce org domain name, consumer secret and consumer key. On the next page, click Allow to complete the authentication.

Create custom fields for Wappalyzer to populate with technology data. For instance, you can create a field called 'CMS' and map that to the 'CMS' technology category. During a sync, Wappalyzer will update the value of the field to show the CMS of website associated with the account.

Follow these steps for each of the technology categories you want to capture. See the list of categories.

From Setup, enter 'object manager' in the Quick Find box, then select Object Manager. From there, select Account → Fields & Relationships → New.

Select 'Text' as the field type and click the Next button.

Fill out the form as shown below and click the Next button.

At step 3, click the 'Next' button again.

At step 4, click Save & New to add another field or click Save to finish.

Optionally, Wappalyzer can automatically update account records as they are created or updated (rather than running a full sync and updating all account records at once). Create a workflow in Salesforce to enable this.

From Setup, enter 'outbound messages' in the Quick Find box, then select Workflow Actions → Outbound Messages.

Select the 'Account' object from the dropdown menu and click the Next button.

Enter the information as shown:

From Setup, enter 'flows' in the Quick Find box, then select Process Automation → Flows.

Select 'Record-Triggered flow' and click the Create button.

Enter the information as shown:

On the next screen, click the + icon to add an element.

Select Interaction → Action.

Enter the information as shown:

On the next screen, click the Save button.

Enter the information as shown:

Click the Activate button to complete the setup.