Salesforce Integration Example

Overview

Zengain works well with most CRMs; however, this example focuses on connectivity with Salesforce (SF).

Version 1 of the Salesforce integration example will enable Zengain signals to be displayed against SF accounts. This is achieved by implementing SF flows to retrieve signal data from Zengain, triggered by a scheduled task.

Zengain API credentials and the URL endpoint are defined in SF using the Named Credentials—External Credentials setup.

Additionally, an API client is defined in Zengain to enable the SF API to authenticate and authorize the use of the API.

A custom field called ZGCustomerID is created on the SF accounts table to link SF accounts to Zengain.

This field contains the Zengain customer ID, which links the SF account to the Zengain customer record. This is used to pull the correct data for this account.

A custom object (ZGSignal) is created in SF to hold the Zengain signal data.

A flow is created in SF to pull the signal data from Zengain and store it in the ZGSignal custom object.

Additional SF flows are created to display the Zengain signals at the Account and Contact levels.

SF Lightning pages are created for the account and contact objects, including the Zengain signal flow to display the signal data.

Actionable signals automatically create tasks for the account owner. Therefore, the account owner will see tasks for all the actionable signals for all the accounts they own.