Salesforce

IMIconnect integration with Salesforce allow users to receive events from Salesforce and execute actions such as SMS, Outbound Voice, and Flows or insert objects back into Salesforce. For example, when a customer raise a support ticket via SMS, the inputs are captured within Salesforce as Case.

IMIconnect can listen to the following events from Salesforce -

• Account - Created and Updated
• Case - Created and Updated
• Lead - Created and Updated
• Opportunity - Created and Updated
• Task - Created

Using IMIconnect integration with Salesforce, you can:

• Insert a case
• Update a case
• Insert a lead

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The data related to Salesforce is not retained in IMIconnect.

Following are the topics of Salesforce integration:

• Prerequisites
• Integrate Salesforce
• Map Service with Salesforce
• Working with Salesforce node
• Rules
• Limitations

Prerequisites

Prerequisites to work with IMIconnect-Salesforce integration:

• A valid login credentials with Salesforce.com on any of the below editions:
• Enterprise Edition
• Unlimited Edition
• Developer Edition
• Performance Edition
• Good working knowledge of Salesforce.com.

Integrate Salesforce

To configure Salesforce into IMIconnect

1. Log on IMIconnect with your credentials.
2. On the menu, click Tools > INTEGRATIONS.
3. Click ADD INTEGRATION > SALESFORCE to add new integration. Enter the required details:

• Instance name: Enter a name for your instance.
• Description: Enter a description for your instance.
• Select environment: Select the environment from the drop-down. The options are:
  • Sandbox
  • Production

4. Click SAVE. The Salesforce instance is added to the screen.

5. Click CONNECT. A popup is displayed to enter Salesforce Username and Password.

6. After you enter Username and Password, click Log In. A connection is established between IMIconnect and Salesforce. The instance can be used in Services and Rules.
7. To disconnect your Salesforce instance with IMIconnect, click DISCONNECT.

Map Service with Salesforce

Salesforce instance configured in IMIconnect service is used to listen constantly for Salesforce updates. Using a service you can send SMS or make voice calls to MSISDN provided in leads/cases/contacts/opportunity/task when the data meets the rule criteria. To configure in Salesforce, follow these steps:

1. Open a service and click Integrations.
2. Select Salesforce instance name from the drop-down.
3. Click SAVE.

Now, IMIconnect is configured to listen for Salesforce updates. You can create flows and rules to create or update data in Salesforce. To create a flow with Salesforce, click here.

Configure Rules Based on Salesforce Events

The following events are captured from Salesforce:

• Account Created
• Account Updated
• Case Created
• Case Updated
• Lead Created
• Opportunity Created
• Opportunity Updated
• Task Created

Following are the actions that can be configured when an event occurs in Salesforce:

• Send SMS
• Invoke a flow
• Initiate a voice outbound call

In Salesforce enabled rules, the actions can enriched with Salesforce data using $(sf.FieldName).

For example, to configure Send SMS action on account creation, enter destination as below:

For more information on rules, click Create and Configure Rules

IMIconnect receives information from Salesforce in the following format:

{
    "channel": "/topic/topic_1510",
    "clientId": "ws18kime8k6vte31n6cdg1we26wi",
    "data": {
        "event": {
            "type": "created",
            "createdDate": "2016-05-27T11:59:21.000+0000"
        },
        "sobject": {
            "Id": "5008E000003ejv7QAA",
            "Reason": "User didn't attend training",
            "Score": "5",
            "Field n": "2016-05-27T11:59:21"
        }
    }
}

Limitations

IMIconnect integration is subject to streaming API limitations set by Salesforce: