Configuring Salesforce integration

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 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.

1. Click Authorize next to the Organization access setting.

   • An authorization dialog opens.

2. Log in to 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.

   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.

{% Contact.ContactLastName %} from {% CurrentSite.SiteName %}

 {% Contact.ContactBusinessPhone %} from {% CurrentSite.SiteName %}

Mapping contact fields to Salesforce lead fields

The replication process transfers data from Kentico contacts to Salesforce leads based on field mapping settings.

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.

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.

   

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 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:

Once you configure all field mappings as required, you can start Replicating contacts to Salesforce.