Imported from jeremylongshore/tons-of-skills-marketplace (plugins/saas-packs/salesloft-pack/skills/salesloft-upgrade-migration/SKILL.md). Install upstream with npx skills add jeremylongshore/tons-of-skills-marketplace --skill salesloft-upgrade-migration. Copyright stays with the author (MIT).

SalesLoft Upgrade & Migration

Overview

SalesLoft REST API is versioned at v2 with no official SDK -- migrations involve endpoint changes, auth flow updates, and response schema changes. The Cadence Import/Export API was a major addition. Key migration: SalesLoft rebranded some endpoints and added OAuth client credentials flow.

Migration Scenarios

Legacy API Key to OAuth 2.0

// BEFORE: Static API key (being deprecated for partner apps)
const api = axios.create({
  headers: { Authorization: `Bearer ${process.env.SALESLOFT_API_KEY}` },
});

// AFTER: OAuth 2.0 with token refresh
class SalesloftOAuthClient {
  private tokenStore: { access: string; refresh: string; expiresAt: number };

  async getClient() {
    if (Date.now() > this.tokenStore.expiresAt * 1000 - 300_000) {
      await this.refreshToken();
    }
    return axios.create({
      baseURL: 'https://api.salesloft.com/v2',
      headers: { Authorization: `Bearer ${this.tokenStore.access}` },
    });
  }

  private async refreshToken() {
    const { data } = await axios.post('https://accounts.salesloft.com/oauth/token', {
      grant_type: 'refresh_token',
      refresh_token: this.tokenStore.refresh,
      client_id: process.env.SALESLOFT_CLIENT_ID,
      client_secret: process.env.SALESLOFT_CLIENT_SECRET,
    });
    this.tokenStore = {
      access: data.access_token,
      refresh: data.refresh_token,
      expiresAt: Math.floor(Date.now() / 1000) + data.expires_in,
    };
  }
}

Adding Client Credentials Flow

// Client credentials: server-to-server, no user interaction
// Recommended for background sync jobs
async function getServiceToken(): Promise<string> {
  const { data } = await axios.post('https://accounts.salesloft.com/oauth/token', {
    grant_type: 'client_credentials',
    client_id: process.env.SALESLOFT_CLIENT_ID,
    client_secret: process.env.SALESLOFT_CLIENT_SECRET,
  });
  return data.access_token; // No refresh token -- request new when expired
}

Cadence Import/Export API Adoption

// Export cadence (portable format -- can import into any SalesLoft instance)
const { data: exported } = await api.get(`/cadence_exports/${cadenceId}.json`);
// Returns agnostic content: steps, email templates, timing

// Import cadence into another instance
const { data: imported } = await api.post('/cadence_imports.json', {
  cadence_content: exported.data,
  settings: {
    name: 'Imported: Q1 Outbound',
    shared: false,
  },
});

Migration Checklist

• Audit all endpoints used (search codebase for /v2/)
• Check response fields consumed (SalesLoft may add/remove fields)
• Test with staging OAuth app first
• Update error handling for any new error codes
• Verify rate limit costs haven't changed
• Update webhook signature verification if format changed
• Run integration tests against new version

Rollback

# Pin to previous behavior
git checkout -b rollback/salesloft-migration
git revert <migration-commit>
git push origin rollback/salesloft-migration

Error Handling

Resources

• SalesLoft API Basics
• Cadence Imports
• OAuth Client Credentials

Next Steps

For CI integration during upgrades, see salesloft-ci-integration.