Program extensions: Salesforce

Please note

This article assumes you've read Using program extensions. It also assumes you have an active account with Salesforce. If you don't have one, you'll need to sign up for one before you can create a profile for this extension.

Contents

Initial setup
Creating a Salesforce profile
Configuring your Salesforce extension

Summary

A Salesforce extension can be used in programs to create contacts and leads when they reach the node. 

Initial setup

You'll need to ask our account team to enable this provider for you within your account. They'll notify you when this has been done.

You'll then need to create a profile for it, at which point you'll be ready to use the Salesforce extension within the program builder.

It will appear under 'Extensions' in the side panel to the left of the program canvas.

Creating a Salesforce profile

You can create a Salesforce profile in the 'Extension profiles' tab in the 'Access' area, which is accessed by selecting Access from the settings menu.

create_custom_ext_profile_el.png

Click on Add to produce the provider type dropdown, select Salesforce from the list and then click OK

Salesforce_provider_type_el.png

Add details/authentication for the new Salesforce profile.

Enter the name for the profile, followed by clicking Authorise with Salesforce. You'll then need to log in with the Salesforce credentials of the account you want to use.

You can also tick a box to limit the rate that requests are made by the profile, as some providers won't allow too many requests to be sent at once by the same profile.

profile_details_for_Salesforce_el.png

Successful authorisation with Salesforce will be confirmed.

program_extension_salesforce_auth_confirmation.png

When done, click Next.

You'll then need to assign contact data fields, as appropriate.

program_extension_salesforce_data_fields_el.png

Once happy, click Save.

Configuring your Salesforce extension

Once you've dragged and dropped your Salesforce extension into your program, you'll need to configure it.

Click on the node and the configuration panel will slide in from the right.

Select the profile you wish to use for this action from the 'Profile' dropdown (or you can click the + to add another profile).

Select the action you want to execute from the 'Action' dropdown; create a contact or create a lead.

config_Salesforce_ext_el.png

Remember: it's always your responsibility to ensure you're supplying good, executable data, or your extension call could fail. 

Once a program is activated and a contact reaches this node in your program, the contact will be added as a contact or lead within your Salesforce account.

Once happy with your configuration, you should firstly test the extension to ensure it works as expected. Click on Find contact, choose a contact from your 'Test' address book and then click Submit to make a test request. The full response will be provided underneath, allowing you to see whether the extension is working or not.

After testing successfully, click Apply.

Have more questions? Submit a request

Comments

Powered by Zendesk