Agent skill
salesloft-upgrade-migration
Migrate between SalesLoft API versions and handle breaking changes. Use when SalesLoft announces API deprecations, upgrading OAuth flows, or transitioning from legacy endpoints. Trigger: "upgrade salesloft", "salesloft migration", "salesloft API version".
Install this agent skill to your Project
npx add-skill https://github.com/jeremylongshore/claude-code-plugins-plus-skills/tree/main/plugins/saas-packs/salesloft-pack/skills/salesloft-upgrade-migration
SKILL.md
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
Next Steps
For CI integration during upgrades, see salesloft-ci-integration.
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