Salesforce integration
The Salesforce integration currently allows you to replicate Xperience contacts into your Salesforce organization as leads.
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.
You can configure the replication in the Settings application in Integration -> Salesforce.com. To use the replication, you have 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.
Action | Xperience contacts | Salesforce leads |
---|---|---|
Deleting contacts | Can be deleted | Can be deleted |
Merging contacts | Can be merged manually |
Enterprise license required
Features described on this page require the Kentico Xperience Enterprise license.
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