Salesforce

Salesforce Integration On Your Website

Does your business use Salesforce as a CRM solution? This blog post explores how we can provide full integation of Salesforce with your website using the Drupal framework.

Salesforce is a customer relationship management solution that brings companies and customers together. It's one integrated CRM platform that gives all your departments — including marketing, sales, commerce, and service — a single, shared view of every customer.

If you are already using Salesforce in your business it makes sense to utilise your data in other areas, and your website is one place where your CRM data can be used to power all kinds of features and functionality.

The Salesforce Suite of modules supports pushing Drupal data to Salesforce as well as pulling, or importing, Salesforce data into Drupal. Changes can be made in real time or asynchronously in batches during a scheduled run. Field mappings are used to synchronise data between both platforms.

Salesforce

Typically, we first need to select a Drupal entity and a Salesforce object that you want to synchronise together. Once this is done, we can associate entity fields (Drupal) to object fields (Salesforce).

We have full control over how data moves between Drupal and Salesforce. We can configure as many mappings as needed. We begin by choosing a Drupal entity type and bundle and its associated Salesforce object.

After that we choose which action triggers to enable (e.g., when a Drupal entity is created, when a Drupal entity is updated, when a Salesforce object is updated, etc.). Some of the actions allow further configuration. Finally, we choose which fields in Drupal map to which fields in Salesforce.

Having full integration between your website and Salesforce can save a huge amount of manual data entry and allow you to use valuable CRM data for various uses on your website, or collect customer information from your website and send it directly to Salesforce without incurring any administrative effort.

If you would like to discuss a Salesforce solution for your website get in touch.