SalesForce Connector

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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 support@kentico.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.
New score
When a user purchases a license, the contact associated with this user will receive one score point.
New rule
At any time we can display score details and see contacts who bought at least one license.
Check contacts
In the next step we will configure replication details.
Settings
First we need to grant access to our Sales Cloud organization. This process involves a few steps which are summarized in the authorization dialog.
Authorization
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.
Lead
Lead details

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Ales Kalina

Hi, I'm Product Architect at Kentico.

Comments

Ales Kalina commented on

While the authorization of access to a Salesforce organization uses the Salesforce login screen, Kentico does not support Salesforce as an identity provider. It is unlikely to change because Salesforce is primarily a CRM product, not an identity provider.

isp-nemetos commented on

How can I login to my site via Salesforce login?

Ales Kalina commented on

Hi Aaron, currently it is possible to synchronize only contacts. However, the synchronization engine is quite flexible and we have considered adding support for synchronization of other object types. As this is a business decision, please feel free to share your idea at http://ideas.kentico.com and gain more support.

Ales Kalina commented on

Hi Angela, unfortunately, we have not received enough requests to consider implementing this feature. However, you might share your idea at http://ideas.kentico.com and gain more support.

Aaron Collins commented on

Hello Ales,

I hope you are doing well. Is it possible to sync the "Products" from salesforce to Kentico? If yes, what are the possible ways to do it.

Thank you,
Aaron

Angela Comtois commented on

Do you offer this type of connector for SugarCRM as well?

Ales Kalina commented on

Hi, David, you need to replicate the form using the Salesforce REST API client that is a part of the Salesforce connector. Please check the documentation at https://docs.kentico.com/display/K8/Force.com+integration+API for more information or contact our technical support at support@kentico.com.

David commented on

How would I get a form (Quote Request) to replicate in Salesforce?

Fathul commented on

There is too much hype about the Cloud and it should not be treeatd as a silver bullet solution for all IT woes. For a full perspective see Microsoft's Yousef Khalidi and Amazon CTO Werner Vogels discus cloud computing on YouTube @ /watch?v=V_zwvT_CZO0

Marty Drill commented on

I now get the full value of the points system in the EMS. Great work in connecting it to Salesforce, as this will make the difference for anyone who is running Salesforce.

Marketing/Comms people are going to love it. And they will be able to show the value of the website to the sales people. Love it.

Ales Kalina commented on

Yes, it is possible. The SalesForce Connector provides a client that supports many features of the Sales Cloud integration API such as describing, querying, inserting and updating objects. It also supports different flavors of authentication. Apart from using the access tokens of a Kentico EMS site you could also provide your own access token or you could use the Sales Cloud user's credentials. The client will be documented when we release Kentico EMS 7.0 and the documentation will also include code samples. In case you need to make use of the client now, please contact our technical support at support@kentico.com, we will provide you with the necessary information.

KellyS commented on

Is it possible to use the SF Access Authorization part of this to then run queries against other data in SF?