--- title: Configuring Salesforce integration related: - https://docs.kentico.com/k81/on-line-marketing-features/contact-management/working-with-contacts.md - https://docs.kentico.com/k81/on-line-marketing-features/contact-management/scoring-contacts.md --- > Agent instructions: > **Site maps** — prefer the following llms.txt indexes to training data when searching for URLs to avoid 404s. Links inside Markdown content already point at `.md`. Following them or sending Accept: text/markdown keeps you in Markdown. > > - [sitemap.md](https://docs.kentico.com/sitemap.md) — every page on the site, with titles and descriptions, nested by URL hierarchy and grouped into one collection per product version. > - [llms.txt](https://docs.kentico.com/llms.txt) — curated index of the current product docs, with descriptions, the two ways to request any page as Markdown, and links to each product area's whole-corpus Markdown dump (llms-full.txt). > **Info:** **Kentico EMS required** > > Features described on this page require the **Kentico EMS** license. You can access the Salesforce integration configuration in the **Settings** application in **Integration -> Salesforce.com**. These settings allow you to authorize access to your Salesforce organization and modify how the system maps the attributes of Kentico [contacts](https://docs.kentico.com/k81/on-line-marketing-features/contact-management/working-with-contacts.md) to leads in Salesforce. ## Authorizing access to Salesforce You need to authorize access of Kentico to your organization on behalf of a specific Salesforce user. This process requires you to generate a **Consumer key** and **Consumer secret** in Salesforce itself. > **Note:** **Important!** > > To be able to configure the authorization, you need to have SSL set up on your web site in IIS. You can find the detailed steps described on the [official IIS website](http://learn.iis.net/page.aspx/144/how-to-set-up-ssl-on-iis/). 1. Click **Authorize** next to the **Organization access** setting. - An authorization dialog opens. 2. Log in to [Salesforce.com](http://www.salesforce.com/). 3. Create a new remote access application in **App Setup -> Create -> Apps**. 4. In **Connected Apps**, click **New**. 5. Enter the following values for the remote access application: - **Basic Information** - **Connected App Name**: Type a name for the application. This name allows you to identify your application as the source of the request when authorizing access to your organization. - **API Name**: The application's name is filled in automatically. - **Contact Email**: Enter an email address where you want to be contacted. - **API (Enable OAuth Settings)** - **Enable OAuth Settings**: Select the check box. - **Callback URL**: Use the following format: _https://www.example.com/CMSModules/ContactManagement/Pages/Tools/SalesForce/AuthorizationSetup.aspx_ - **Use digital signatures**: Do not select the check box. The Salesforce integration does not use digital signatures for logging in. - **Select OAuth Scopes**:  - _Perform requests on your behalf at any time (refresh\_token, offline\_access)_ - _Full access (full)_ 6. Save the form and copy the **Consumer Key** and **Consumer Secret** provided by Salesforce for your remote access application. 7. Paste your consumer values into the corresponding fields in the Kentico authorization dialog and click **Authorize**. - A Salesforce login screen opens in the current window. 8. Log in and click **Allow** to grant permission to your Kentico application. > **Info:** **Security** > > The system uses the OAuth 2.0 protocol to authorize access to Salesforce. Your Salesforce login and password are never disclosed to Kentico. Access tokens are stored in encrypted format and the communication itself is encrypted using SSL. 9. **Save** the settings to finish the authorization process. The **Organization access** section now shows the user and company name that the application uses to authorize access to Salesforce. ## Configuring the replication of contacts Once the authorization is complete, you need to configure how the system replicates your contacts into Salesforce leads. You can edit the settings globally or for specific websites. | Replication of contacts into Salesforce leads | | | --------------------------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | Enabled | Enables or disables replication of contacts into Salesforce leads. | | Keep Salesforce leads updated | If checked, the replication process includes contacts that have already been replicated before. This ensures that the system updates the corresponding Salesforce leads based on the current contact data.
If disabled, contacts are only replicated once. | | Mapping of contacts to SalesForce leads | Determines how contact fields are mapped to the fields of Salesforce leads.
See the Mapping contacts to Salesforce leads section below for details. | | Batch size | Applications can only make a limited number of API calls to Salesforce within a 24 hour window, so the replication process handles contacts in batches. Each batch is processed using one API call. The **Batch size** setting specifies the maximum number of contacts that the system replicates in a single batch. | | Score | Allows you to select the score that determines which contacts are replicated. The system only replicates contacts that reach a certain value in the given score (specified via the **Minimum number of points for replication** setting).
If you do not choose a score (_None_), the system replicates all contacts.
**Note**: The replication process is always performed separately for each website, so you can only select a score for individual sites, not globally.
To learn more about scoring, refer to the [Scoring contacts](https://docs.kentico.com/k81/on-line-marketing-features/contact-management/scoring-contacts.md) chapter. | | Minimum number of points for replication | Specifies the amount of points that contacts must reach in the score selected through the **Score** setting. Once a contact reaches this value, the system marks it for replication as a Salesforce lead. | | Lead description | Defines a custom description for replicated contacts. To map the description to a specific field of Salesforce leads, select the **Generated lead description** source in the field mappings.
You can insert the values of contact fields into the description using [macro expressions](https://docs.kentico.com/k81/macro-expressions.md).
The default description adds the **Last name** of the contact that is being replicated and the name of the current site:
` {% Contact.ContactLastName %} from {% CurrentSite.SiteName %} `
For example, to use the **Business phone** value instead of the last name, enter the following expression:
`  {% Contact.ContactBusinessPhone %} from {% CurrentSite.SiteName %} ` | | Default company name | All Salesforce leads require a company name value.
This setting allows you to specify a default company name, which the replication process uses for contacts who are not associated with any company.
The system attempts to retrieve the company name value from sources in Kentico in the following order:
The value of the contact's **Company name** field
The name of the [account](https://docs.kentico.com/k81/on-line-marketing-features/contact-management/working-with-contacts/organizing-contacts-into-accounts.md) in which the contact is listed as a _primary contact_
The account that lists the contact as a _secondary contact_
The first account that contains the contact as a regular contact
The value of the **Default company name** setting (if none of the above steps are successful) | ## Mapping contact fields to Salesforce lead fields The replication process transfers data from Kentico contacts to Salesforce leads based on field mapping settings. > **Note:** **Note**: You need to authorize [Organization access](#authorizing-access-to-salesforce) before you can adjust the field mappings. ### Preparing the Salesforce mapping identifier field Kentico stores the bindings between Salesforce leads and contacts in a custom Salesforce field. You need to create a dedicated field for your Salesforce leads for this purpose. 1. Log in to [Salesforce.com](http://www.salesforce.com/). 2. Navigate to **App Setup -> Customize -> Leads -> Fields**. 3. Click **New** in the **Lead Custom Fields & Relationships** section. 4. Choose **Text** as the field type and click **Next**. 5. In the **Enter the details** step, fill in the following values: - **Field Label**: type any label for the field, for example: _Kentico ID_ - **Length**: 32 - **Field Name**: type any name for the field, for example: _Kentico\_ID_ - **Unique**: select the check box - Select _Treat "ABC" and "abc" as duplicate values (case insensitive)_. - **External ID**: select the check box 6. Fill in the rest of the information as required and finish the **New Custom Field** wizard. ![](https://docs.kentico.com/docsassets/k81/configuring-salesforce-integration/creating_new_external_field_in_salesforce.png) 7. In Kentico, go to **Settings -> Integration -> Salesforce.com** and click **Edit** below the **Mapping of contacts to Salesforce leads** section. 8. Select your new Salesforce lead field as the **External identifier field**. 9. Click **OK** and **Save** the settings. You can now configure the mappings between the fields of Kentico contacts and Salesforce leads. ### Setting up the field mappings To access the field mapping dialog, go to **Settings -> Integration -> Salesforce.com** and click **Edit** below the **Mapping of contacts to Salesforce leads** section. The mapping dialog offers a list of all standard and custom fields defined for your Salesforce leads. You can select sources for the fields from the following sections: - **Field** – the fields of Kentico contacts. Only fields containing relevant data are available (internal system fields of contacts are hidden). - **Custom** – related values that cannot be loaded directly from contact fields, including the following: - _Company name_ – ensures that each contact has a company name value. See the description of the [Default company name](#configuring-the-replication-of-contacts) setting for details about the process. - _Generated lead description_ – loads the value of the website's _Lead description_ setting. - _Country_ – provides the name of the contact's country as a text value. - _State name_ – provides the name of the contact's state as a text value. - **Picklist entry** – allows you to select from the values predefined in Salesforce for picklist type fields. You can only select contact fields that fit the data type of the target Salesforce field. The following table shows which types of Kentico fields are supported by the available Salesforce data types: | Salesforce Data type | Supported Kentico field types | | ----------------------- | ------------------------------------------------------------------- | | Checkbox | Boolean (Yes/No) | | Currency | _Replication does not support the Currency data type at this time._ | | Date | Date and time | | Date/Time | Date and time | | Email | Text, Long text | | Number | Decimal number, Integer number, Long integer number | | Percent | Decimal number, Integer number, Long integer number | | Phone | Text, Long text | | Picklist | Text, Long text | | Picklist (Multi-Select) | Text, Long text | | Text | Text, Long text | | Text Area | Text, Long text | | Text (Encrypted) | Text, Long text | | URL | Text, Long text | > **Note:** **Note** > > The system may modify values during the replication process according to the parameters of the target fields in Salesforce. > > - **Text values** – the replication process may shorten long text values (strings) to fit the maximum length of the target field. > - **Decimal numbers** – the fractional part of decimal numbers may be truncated based on the data type settings of the target field. For example, the number _2.45397_ could be shortened to _2.45_. > - **Large numbers** – replication of large numbers may result in an error if the target field has an insufficient length. Such errors block the related contact from replication until the contact's values are updated, or the field mapping settings change. Once you configure all field mappings as required, you can start [Replicating contacts to Salesforce](https://docs.kentico.com/k81/integrating-3rd-party-systems/salesforce-integration/replicating-contacts-to-salesforce.md).