Integrating CRM with CMS

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Salesforce is one of the cloud-based software solutions for businesses and the world’s most well-known Customer Relationship Management (CRM) software. It helps us improve relationship and understanding with our customers.

CRM : 

Salesforce is one of the cloud-based software solutions for businesses and the world’s most well-known Customer Relationship Management (CRM) software. It helps us improve relationship and understanding with our customers.

CMS : 

WordPress is software solution based on Internet for businesses known as WordPress Content Management System. CMS helps manage websites, online portals for organizations.

Drupal is a free, open source software that can be used by individuals or groups of users. The application includes a Content Management System and a development framework.

Benefits of integrating WordPress with Salesforce 

1.User management is easy

2.Convert form submissions into Leads

3.Track ‘logged-In’ user activity

4.Build a product catalog or ecommerce store

5.Tack campaign IDs to WordPress actions

6.Custom object integration

Steps for Connecting WordPress Contact form to Salesforce Leads 

1.Download the Wordpress-4.7.5 package from wordpress.org

2.Run the Package and Install in localhost

3.Install the necessary Plugins

Installed Plugins : 

  • Brilliant Web-to-Lead for Salesforce.

Plugin Settings: 

  • Go to the settings.
  • Enter the  salesforce.com Organization ID : 00D28000000bCnG
  • In order to get the Salesforce.com Organization ID, Log into the salesforce.com
  • Setup -> Company Profile -> Company Information.
  • Search for Salesforce.com Organization ID and place the id in the WordPress setting.
integrating crm with cms

WordPress Settings: 

Go to Settings -> Salesforce

The WordPress to lead for Salesforce CRM Configuration:

  • Forms
  • Settings
  • Styling
  • Form Editor
  • Import

Salesforce.com Settings in WordPress: 

integrating crm with cms

Form: 

integrating crm with cms

Create a New Form from Form Editor: 

integrating crm with cms

Basic Email Settings:

WordPress Contact Form: 

integrating crm with cms

Success Message once form has been submitted 

Salesforce Leads : 

  • We can find the submitted Contacts from WordPress in Salesforce.
  • Login into Salesforce.
  • Click on Leads
  • Find the Contacts that were saved from the WordPress Contact Form
integrating crm with cms
  • Click on Leads for Individual Details:
  • The Below images show Name, Phone, Email and Description that we used in the WordPress Contact Form.
integrating crm with cms

Steps for Connecting Salesforce with Drupal 

1.Download the drupal-7.54 package from drupal.org

2.Run the Package and Install in localhost

3.Install the necessary Modules

Installed Modules : 

  • Salesforce Suite.

Plugin Settings:

  • Go to the Configuration -> Salesforce – > Authorize
  • Provide Salesforce Consumer Key and Salesforce Secret with salesforce endpoint.
  • Click on Authorize
integrating crm with cms

In order to get the Salesforce secret key credentials, Log into Salesforce.com

  • Go to Build -> Apps -> Connected Apps -> Create New
  • Provide Connected App Name, Contact Name , phone
  • Enable OAuth Settings
  • Provide the callback URL
  • Select OAuth Scopes as,
  • Access and manage your data(api)
  • Perform requests on your behalf at any time (refresh_token, offline_access)
  • Enable the Require Secret for web server flow
integrating crm with cms

Newly created App are listed in connected App

Steps to Create Drupal Content type  

  1. Go to Structure-> Content types -> Add Content Types
  2. Provide Content type Name and Follow the steps to manage the Fields
  3. Add fields for Contacts as Name, Email, Phone, Description
  4. Save the Content type
integrating crm with cms

Steps to follow for mapping the fields

  1. Go to Structure -> Salesforce -> Salesforce Mapping -> Add Salesforce Mapping
  2. Provide Label Name
  3. Choose Drupal Entity as Node
  4. Choose Drupal Entity Bundle as Contact
  5. Choose Salesforce Object as Contact
  6. Map the Drupal Fields and Salesforce Fields
  7. Choose the Direction that we have to sync the data
  8. SF to Drupal
  9. Drupal to SF
  10. Sync (both)
  11. Choose Action triggers
  12. Drupal entity create
  13. Drupal entity update
  14. Drupal entity delete
  15. Salesforce object create
  16. Salesforce object update
  17. Salesforce object delete
  18. Process asynchronously
  19. Click on Save Mapping
integrating crm with cms
integrating crm with cms
integrating crm with cms

Now, Create Contacts records from Salesforce.

  1. Click on Menu Contacts -> Add
  2. Provide Contact Name, Phone, Email, Contact Description
  3. Click Save
integrating crm with cms
integrating crm with cms

Once Contact Records created, Visit Drupal Admin to check the Salesforce record Sync in Contact Node

  1. Go to Content -> Salesforce Mapped Objects
  2. Here, we can see the successfully mapped objects from Salesforce Contact
integrating crm with cms

3.And thus we have Successfully Integrated the Salesforce Object to the Drupal.

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At MST Solutions our cornerstone is to adapt, engage and create solutions which guarantee the success of our clients. The talent of our team and experiences in varied business verticals gives us an advantage over other competitors.

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