Salesforce CRM Integration

Installation

You can install the Salesforce CRM Plugin using 2 different ways:

1. Automatic Installation: You can install a plugin from the backend of your WordPress. Click Here to see how you can do an automatic installation.
2. Manual Installation: You can install the plugin manually using SFTP or FTP tool as well. Click Here to see how you can do a manual installation.

Obtaining Salesforce CRM API keys:

The steps in this help topic describe how to generate a Client ID and Client Secret Key for creating Salesforce connections.

1. Go to your Salesforce site and log in.



2. Go to Settings >> Setup



3. Then on the left menu bar, go to Home >> App >> App manager



4. Click on New Connected App.



5. Fill up all of the required fields in the Basic Information section of the form that displays.



6. Fill the Callback URL field with the correct redirect URL using the form https://<server>:<port>/connections/oauthRedirectUrl, where the server and port are the urls of Knowledge Hub (e.g., https://10.0.10.100:8443/connections/oauthRedirectUrl), and then select all available OAuth Scopes. Note that Salesforce works only with the HTTPS protocol for all URLs, except localhost.



7. Save all settings and then click Continue on the next page that displays. The Consumer Key (Client ID)and ConsumerSecret (Client Secret)may be found.

Integrating API keys with WordPress at Admin panel

1. Go to Admin>> Event Manager >> Salesforce CRM.



2. Copy the Consumer Key (Client ID)and ConsumerSecret (Client Secret) from the Salesforce CRM account and paste them to the WordPress dashboard.



3. Click on save settings.

Salesforce CRM Settings at Admin Panel

1. After the keys are integrated the user needs to perform certain additional settings.
2. Select Module: Select a SalesforceCRM module you want to integrate with the current form, be it leads or contacts. The CRM syncs any entry as either contact or Lead.



3. Select ‘Create Module Record’ or ‘Create/Update Module Record’:
• Create Module Record: On the form submitted, it will add a record.



• Create/Update Module Record: If the form submitted email address matches with the existing record, it will update the record. If the form submitted email address does not match with the existing record, it will add a record.
4. Select Salesforce CRM Sync Type:
• Auto- When you select the Auto-sync type, the data gets synced automatically.



When you select auto sync type, we offer you further 2 options:

1. When New Created: As soon as a new user is registered, it is automatically synced to the Salesforce CRM list.



2. Cron Job: When you select Cron Job, you get an option to sync the data when the cron job is run, 5 Min, Daily, Weekly, Monthly, or Yearly.



• Manual- When you select the Manual sync type, the data gets synced only after the Admin manually syncs the data.



Note: Only after the Admin tick the checkbox to Enable registration sync with Salesforce CRM, then the data get synced.



5. Field Mapping with Salesforce CRM

• Registration Fields

The Left-hand fields show you all the fields you generate from the registration form fields. (Wp Admin>> Event Registrations>>Registration forms>> form fields).



The right-hand side fields are associated fields in the Salesforce CRM form.



Please associate correct attributes that you want to sync from Registration form fields to Salesforce CRM form fields.

• Guest List



The Left-hand fields show you all the fields you generate from the Guestlist form fields. The right-hand side fields are associated fields in the Salesforce CRM form.



Please associate correct attributes that you want to sync from Registration form fields to Salesforce CRM form fields.

How To Manually Sync the Data at Admin panel

In order to manually sync the data, the author has to select a manual in the Sync type when setting up the Salesforce CRM Plugin.

Manually Sync Registration Data

1. Go to Wp-admin >> event registrations >> All registrations
2. Select the events/ and checkmark the audience to be synced. (the registrations received for the event)
3. Click on Bulk Action.
4. Click on Sync with Salesforce CRM.
5. Check the Salesforce CRM account.
6. All the data will be synced.

Also, the status of the user synced can be seen in the Salesforce CRM column, as subscribed, just before the user status on the same dashboard.

Manually Sync Guest List Data

1. Go to Wp-admin >> Guests >> All Guests
2. Select the events/ and checkmark the audience to be synced.
3. Click on Bulk Action.
4. Click on Sync with Salesforce CRM.
5. Check the Salesforce CRM account.
6. All the data will be synced.

Integrating API keys at Frontend for Organizers

The organizers can sync their user’s data from the frontend in their Salesforce CRM account.

1. Go to the Event dashboard >> Salesforce CRM>>Settings.



2. Copy the Consumer Key (Client ID)and ConsumerSecret (Client Secret) from the Salesforce CRM account and paste it into the box asked.
3. Click on save settings.

Salesforce CRM Settings at Frontend

After the keys are connected, certain settings have to be done in terms of how the data should be synced.

1. Select Module: Select a SalesforceCRM module you want to integrate with the current form, be it leads or contacts. The CRM syncs any entry as either contact or Lead.



2. Select ‘Create Module Record’ or ‘Create/Update Module Record’:
• Create Module Record: On the form submitted, it will add a record.
• Create/Update Module Record: If the form submitted email address matches with the existing record, it will update the record. If the form submitted email address does not match with the existing record, it will add a record.



3. Select Salesforce CRM Sync Type:
• Auto- When you select the Auto-sync type, the data gets synced automatically. When you select auto sync type, we offer you further 2 options:

  

  1. When New Created: As soon as a new user is registered, it is automatically synced to the Salesforce CRM list.

  

  2. Cron Job: When you select Cron Job, you get an option to sync the data when the cron job is run, 5 Min, Daily, Weekly, Monthly, or Yearly.

  

• Manual- When you select the Manual sync type, the data gets synced only after the Admin manually syncs the data.

  

  Note: Only after the Admin tick the checkbox to Enable registration sync with Salesforce CRM, then the data get synced.

4. Field Mapping with Salesforce CRM

• Registration Fields

The Left-hand fields show you all the fields you generate from the registration form fields. (Wp Admin>> Event Registrations>>Registration forms>> form fields).



The right-hand side fields are associated fields in the Salesforce CRM form.

Please associate correct attributes that you want to sync from Registration form fields to Salesforce CRM form fields.

• Guest List

The Left-hand fields show you all the fields you generate from the Guestlist form fields. The right-hand side fields are associated fields in the Salesforce CRM form.



Please associate correct attributes that you want to sync from Registration form fields to Salesforce CRM form fields.

How To Manually Sync the Data at Frontend

In order to manually sync the data, the author has to select the manual in the Sync type when setting up the Salesforce CRM Plugin in the event dashboard.

Manually Sync Registration Data

1. Go to Event Dashboard >> Salesforce CRM>> Sync Registrations
2. Select the event, and click on the filter.



3. Tick mark the attendees to be synced.
4. Click on Sync.



5. Check the Salesforce CRM account.
6. All the data will be synced.

Also, the status of the user synced can be seen in the Salesforce CRM column, as subscribed. 

Manually Sync Guest Data

1. Go to Wp-admin >> Guest >> All guest
2. Select the events/ and checkmark the audience to be synced.(the registrations received for the event)



3. Click on Bulk Action.
4. Click on Sync with Salesforce CRM.



5. Check the Salesforce CRM account.
6. All the data will be synced, either in leads or contacts.

Was this article helpful?

0 0

How can we improve this article?

How Can We Improve This Article?

Name

Email

Submit