Install the Salesforce integration to sync data with Community. This integration will identify Community Members already in Salesforce as Contacts or Leads. This integration can also be configured to create new Leads for Community Members not already tracked in Salesforce.
Identifying Community Members in Salesforce is a great way to find your highest value customer.
Before you get started
- You must have a Salesforce account with administrator access.
- Note: you can install our Salesforce integration onto either your sandbox or live environment.
Installation steps (sandbox)
- Install the integration (sandbox) by clicking the following link: https://test.salesforce.com/packaging/installPackage.apexp?p0=04t5e000000JjiF
- Choose which users you'd like to install the package for.
- Check the box to acknowledge that you're installing a Non-Salesforce application and click Install. Note: Installation should only take a few minutes but can occasionally take longer. If your installation times out then you'll receive an email once the installation is complete.
- After the package is installed, you’ll be required to connect your Community account with Salesforce. To begin authentication, click the following link:
https://dashboard.community.com/client-selection?next=%2Fsalesforce%2Foauth%3Fsandbox%3Dtrue - Select the Community account you want to connect to Salesforce.
- You’ll then need to allow access to Salesforce API by clicking Allow.
- Return to the installation wizard and click Done.
- Next, navigate to App Launcher > View All > Community > Community Settings.
- To begin the sync, turn on the toggle labeled, Data Sync and click Submit. (Note: Data may take up to 24 hours to sync). See the troubleshooting steps below if you are unable to submit.
Installation steps (live)
- Install the integration (live) by clicking the following link: https://login.salesforce.com/packaging/installPackage.apexp?p0=04t5e000000JjiF
- Choose which users you'd like to install the package for.
- Check the box to acknowledge that you're installing a Non-Salesforce application and click Install. Note: Installation should only take a few minutes but can occasionally take longer. If your installation times out then you'll receive an email once the installation is complete.
- After the package is installed, you’ll be required to connect your Community account with Salesforce. To begin authentication, click the following link:
https://dashboard.community.com/client-selection?next=%2Fsalesforce%2Foauth - Select the Community account you want to connect to Salesforce.
- You’ll then need to allow access to the Salesforce API by clicking Allow.
- Return to the installation wizard and click Done.
- Next, navigate to App Launcher > View All > Community > Community Settings.
- To begin the sync, turn on the toggle labeled, Data Sync and click Submit. (Note: Data may take up to 24 hours to sync). See the troubleshooting steps below if you are unable to submit.
Troubleshooting
To enable data syncing you'll first need to enable the setting to deploy metadata from non-certified package versions (you'll get an error if you try to enable syncing without this). To enable this setting:
- Click the gear icon at the top right
- Cearch for apex settings
- Check the box that says “Deploy Metadata from Non-Certified Package Versions via Apex”
- Click save
If you need assistance, please contact us at yourfriends@community.com.
Uninstall
Follow the steps below to uninstall the Salesforce integration:
- Navigate to Setup > Installed Packages
- Click Uninstall next to the Community package
- Follow the instructions to uninstall