Salesforce integration
Kentico EMS required
Features described on this page require the Kentico EMS license.
Feature retired in Kentico 11
Salesforce integration in Kentico 11 uses Salesforce SOAP API version 23.0, which is deprecated and will be retired in 2023. For more information, see the Salesforce Platform API Versions 21.0 through 30.0 Retirement article.
If you wish to use Salesforce integration, you need to upgrade to Kentico Xperience 13.
The Salesforce integration allows you to replicate Kentico 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 Kentico application with your Salesforce account.
Similarities between contact management in Kentico and Salesforce
The following table briefly describes some of the similarities between contacts in Kentico and leads in Salesforce.
|
Action |
Kentico contacts |
Salesforce leads |
|
Deleting contacts |
Can be deleted |
Can be deleted |
|
Merging contacts |
Can be merged manually |