Salesforce integration

The Salesforce integration allows you to synchronize Xperience contacts with Leads in your Salesforce organization.

The synchronization can work in both directions:

• Xperience → Salesforce – The system replicates contacts to Salesforce leads based on score requirements, which you can adjust according to your specific needs. You can then work with the leads within Salesforce itself. See Replicating contacts to Salesforce.
• Salesforce → Xperience – Set up a Salesforce flow that automatically notifies your Xperience application whenever a previously replicated lead is updated. This synchronizes the lead data back to the corresponding contact in Xperience. For detailed information, see Setting up synchronization of Salesforce leads to contacts.

You can configure the synchronization in the Settings application under the Integration → Salesforce.com category. You need to link the Xperience application with your Salesforce account.

Similarities between contact management in Xperience and Salesforce

The following table briefly describes some of the similarities between contacts in Xperience and leads in Salesforce.