CRM - Salesforce Sales Cloud Integration

This integration is necessary if you want to keep track of leads, customers, and sales in your CRM system.

APPLIES TO:

All Products and Editions

Overview

To begin setting up your Sandbox or Production tenants of PeakCommerce, one of the initial steps is to integrate with a CRM system. This integration is necessary if you want to keep track of leads, customers, and sales in a CRM system. PeakCommerce offers integration with Salesforce, among other CRM systems.

To access the CRM Integrations page, go to Integrations > CRM. You can manage these settings by clicking the edit button at the bottom of the page. 

Steps

Follow the steps below to integrate the PeakCommerce platform with Salesforce.

1. Ensure there is an API User Profile set up in Salesforce

Contact your Salesforce administrator to set up an API User profile in Salesforce. For additional information on creating custom profiles, view the Salesforce Article:  Create Custom Profiles.

2. Create an API User in Salesforce

Ensure that your Salesforce Profile has the ability to add new users. Set up a new user by going to Setup > Manage Users > Users > New User. 

Fill out the required fields indicated by a red bar.

The required fields include:

  • Last Name: Contact Salesforce administrator for the appropriate last name to assign.
  • Alias: Contact Salesforce administrator for the appropriate alias to assign.
  • Email: Contact Salesforce administrator for the appropriate group email to assign.
  • Username: Can be anything as long as it is recognizable as the API user for this integration.
  • Nickname: Can be anything as long as it is recognizable as the API user for this integration.
  • Role: Contact Salesforce administrator for the appropriate role to assign. 
  • User License: Contact Salesforce administrator for the appropriate selection.
  • Profile: Must be "API User".
  • Email Encoding: Contact Salesforce administrator for the appropriate selection.
  • Time Zone: Can leave on default.
  • Locale: Can leave on default.
  • Language: Can leave on default.
  • Currency: Can leave on default.
  • Receive Approval Request Emails: Contact Salesforce administrator for the appropriate selection. 

After filling in these fields click "Save" at the bottom of the page. Go into the email used to create the user and wait for an email from Salesforce containing the API Security Key.

For more information on creating a user in Salesforce, view the Salesforce articles:

3. Put Information into PeakCommerce

You will need to add the information from the new user to the CRM Integrations page in PeakCommerce. In this section, you can manage several settings related to the integration. A detailed description of each field can be found in the order they appear.

1. Endpoint
2. Username

Enter the username for the API user set up in Salesforce into the field. 

3. Password

Enter the password for the API user set up in Salesforce into the field. 

4. API Security Key

Copy the API security key from the email sent from Salesforce and paste into the field. 

5. CRM Sync

This box may be checked to enable or left blank to disable. When enabled, the CRM Id from the CRM system will sync to the billing system. 

6. Override SFDC Account No.

This box may be checked to enable or left blank to disable. When enabled, it will sync the billing system account number to the CRM system account object. 

Note: For this to work, it requires the AccountNumber field to be enabled on the account object in Salesforce. If the AccountNumber is not enabled, this setting should be disabled.  

Lead Creation and Conversion

This box may be checked to enable or left blank to disable. When enabled, new user signups shall create a lead in the CRM engine and convert them into an account upon successful checkout.

This feature only works if utilizing the Custom Signup Page in e-commerce

Lead Conversaion Status

 If the previous setting is enabled, then the status for those leads can be set here. The status options include variations of Awaiting Connection, Connecting, Meeting Booked, Do Not Contact, Bad Lead, and Not Interested.

This only applies when Lead Creation and Conversion is enabled

Person Account Enabled

This box may be checked to enable or left blank to disable. When enabled, it will populate contact information inside the Person Account object in the CRM system.

This only applies when Lead Creation and Conversion is enabled