Salesforce is a customer relationship management platform that can help your marketing, sales, commerce, service, and IT teams work as one from anywhere. You can use it to attract more buyers using personalized marketing, win more customers by getting to know their needs, respond faster to customer support issues, and so on.
You can use Salesforce with Settings. Read more about it here.
Integration with Salesforce
To work with Salesforce, you need to have an account and register a Connected App on Salesforce. You can configure a flexible synchronization of fields.
For successful integration, follow the next setup plan:
Create a Connected App on the Salesforce side, through which the system transfers the data from Affise to a Salesforce account.
Get authorization details and input them into Affise.
Grant data management rights to the Connected App on the Salesforce side.
Set up synchronization between affiliate fields on Affise and fields on Salesforce.
Step 1. Setup on Salesforce
Create a Connected App. Log in to Salesforce and go to the Setup section:
Find the app manager by using the search bar:
Click the New Connected App button and fill in all required fields in the Basic Information section.
Fill in the Connected App Name, API Name, and Contact Email required fields.
Scroll down and enable the Enable OAuth Settings checkbox:
In the Callback URL field, place https://{your-api-domain}/salesforce/oauth2/callback, where {your-api-domain} is your Affise API domain.
⚠️ Affise API domain needs to be available on HTTPS protocol only. Read more about it here.
7. In the Selected OAuth settings field, select the permissions (scopes) from the screenshot below:
Select: 1) Access and manage your data (API) and 2) Perform requests on your behalf at any time (refresh_token, offline_access).
8. Save your New Connected App by clicking on the dedicated button.
After saving, you get the Consumer Key and Consumer Secret that you will need during the Affise integration setup process.
Step 2. Fields on Salesforce
Salesforce has the essence of Leads, which is the equivalent of the affiliates in Affise, but Leads has its own set of pre-installed fields. To view the Leads object, do the following:
In the search bar, enter Lead, and select the Object Manager section.
In the Object Manager > Details, you can see the API Name field used as Salesforce destination object on the Affise side to unload data into this object.
Get the fields in the Fields & Relationship section in the Lead object to match them with Affise fields.
Step 3. Custom object and fields
If you don’t want to use the default Lead object for some season, create your object and fill it with the needed fields. Go to Object Manager > Create > Custom Object:
Further customization of the object depends on your needs. But Affise needs to know the object name by which we can access it (API name). In the New Custom object field, fill in all the required fields and save your new object:
Step 4. Setup on Affise
To set up integration with the Salesforce plugin on the Affise side, do the following:
Click the Marketplace and select the SalesForce - Leads plugin.
Fill in all fields:
Consumer Key and Consumer Secret: fill these fields in with the data from step 1.
API URL: fill it with https://{salesforce-instance-name}.salesforce.com/services/data/v48.0. You can find your Salesforce instance name on the View Profile tab on the Salesforce side:
Salesforce destination object: fill it with API name from the step 2.
Salesforce domain: fill it with https://{salesforce-instance-name}.salesforce.com. You can find your Salesforce instance name on the View Profile tab on the Salesforce side.
3. Save your integration by clicking on the dedicated button.
Step 5. Fields on Affise
In the plugin settings, click the Setup fields button or go to Settings > Content > Salesforce fields:
Here you can see the list of Affiliate fields on Affise (on the left) and Salesforce fields (on the right). Take the fields from the Fields & Relationship section on the Salesforce side of the object into which the system uploads the data. Once the needed fields match, click the Save button. It is not necessary to set the match for all fields. The system ignores blank fields when uploading the data.
Step 6. Grant permissions
On the plugin page, click the Grant permissions button:
The system redirects you to Salesforce, where you need to authorize and allow the integration with the Connected App:
Step 7. Health check assessment
After creating or editing an affiliate in the Affiliate > Affiliate management, you will see a green notification:
Please contact the Salesforce Team or Affise Customer Support team regarding all raised questions via the e-mail: [email protected].