As a part of our continuous effort to extend the integration capabilities of Kentico EMS and satisfy our customers’ business needs we announce support for the Sales Cloud from SalesForce, one of the world’s most popular sales applications.
The SalesForce Connector allows you to filter contacts by their score value and replicate them into your SalesForce organization as leads. Kentico EMS provides an extensive set of capabilities to specify the scoring rules. For example, you might decide that a visitor of your website will receive points each time he or she purchases a certain product from the e-shop. Subsequently, the contacts who reach a certain score value will be replicated and you can continue working with them in the familiar environment of your Sales Cloud organization. The SalesForce Connector will be integrated into Kentico EMS 7.0, but it is also available for Kentico EMS 6.0 as a standalone package in the Kentico Marketplace
The SalesForce Connector requires Kentico EMS and a Sales Cloud organization with integration API. The integration API is available only in the Enterprise or Unlimited edition; however, it’s possible to buy separate integration API licenses for the Professional edition.
Security and other considerations
The SalesForce connector takes security very seriously. It uses OAuth 2.0 protocol to authorize access to Sales Cloud organization, so your Sales Cloud login and password is never exposed to Kentico EMS. The communication between Sales Cloud and Kentico EMS is encrypted with SSL and the access tokens are stored in the encrypted form as well. We recommend choosing a specific Sales Cloud user with limited privileges and authorizing access on his or her behalf.
We have also considered the limit for the total Integration API calls per 24-hour period for an organization. When your organization exceeds this limit, Integration API calls are rejected until the number of calls per 24-hour period drops below the limit. The SalesForce Connector initiates communication with Sales Cloud only when necessary. It also processes the contacts in batches and temporarily suspends replication of selected contacts in case of an error to further conserve the number of Integration API calls.
The SalesForce Connector meets our policy of releasing early and often. As a result, it supports only one highly customizable common integration scenario. We already have plans for many more, but we also need your input and feedback. What are your Sales Cloud integration requirements? What problems would you like to solve? What are the limitations of the current SalesForce Connector? If you would like to share your opinion and contribute to the design of this feature, please let us know at email@example.com
, we will be happy to hear from you.
How is it done?
In this simple example we create a score that is based on the number of Microsoft Office software license purchases.
When a user purchases a license, the contact associated with this user will receive one score point.
At any time we can display score details and see contacts who bought at least one license.
In the next step we will configure replication details.
First we need to grant access to our Sales Cloud organization. This process involves a few steps which are summarized in the authorization dialog.
After the access has been authorized we select a score and enter a minimum number of score points for replication. In this case we have decided to replicate all contacts who bought at least 3,000 licenses. We have also customized the mapping of contacts’ fields to leads’ fields. Depending on the settings of the scheduled task, the matching contacts will be replicated into the Sales Cloud organization on the first occasion.