Working with Salesforce
Last updated
Was this helpful?
Last updated
Was this helpful?
Zengain works well with most CRMs, but this example is for connectivity with Salesforce (SF).
Version 1 of the Salesforce example integration will allow Zengain signals to be shown against SF accounts; this is achieved by implementing SF flows to pull 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.
Also, an API client is defined in Zengain to allow the SF API to authenticate and authorise 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 show the Zengain signals at the Account and the Contact level.
SF lightning pages are created for the account and contact object, including the Zengain signal flow to show 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.
For V1 of the integration, the scheduled task (flow) will pull the signal data from Zengain and store these signals in the SF ZGSignal custom object, which is linked to SF accounts by the ZGCustomerID field.
This will be shown on the account page below.
This will show all signals for the account, and signals created for a user will have a hyperlink to the SF Contact.
In the contact page, this will be shown as below.
This will show only the signals for this contact assigned to this account.
Below is the SF users' task page. This will show all tasks across all accounts for which the user is an account owner.
Actionable Zengain signals create these tasks.
More coming soon.
