salesloft-upgrade-migration

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

Change	Impact	Migration
API key deprecation	Auth stops working	Switch to OAuth 2.0
New required fields	422 on create	Add new fields to payloads
Endpoint rename	404 on old path	Update URL in client
Rate limit cost change	Unexpected 429s	Recalculate pagination budgets

Resources

• SalesLoft API Basics
• Cadence Imports
• OAuth Client Credentials

Next Steps

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