Install the Salesforce integration to sync data with Community.

What is the Salesforce integration

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.

Why should I use the Salesforce integration?

Identifying Community Members in Salesforce is a great way to find your highest value customer.

How do I use it?

You can install our Salesforce integration onto either your sandbox or live environment.

Installing the integration in a sandbox environment

1. Install the integration (sandbox) by clicking the following link: https://test.salesforce.com/packaging/installPackage.apexp?p0=04t5e000000JjiF
2. Choose which users you'd like to install the package for.
3. Check the box to acknowledge that you're installing a Non-Salesforce application and click Install. 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.
4. 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
5. Select the Community account you want to connect to Salesforce.
6. You'll then need to allow access to Salesforce API by clicking Allow.
7. Return to the installation wizard and click Done.

8. Next, navigate to App Launcher > View All > Community > Community Settings.

   

9. To begin the sync, turn on the toggle labeled, Data Sync and click Submit. Data may take up to 24 hours to sync. If you are unable to submit, see Why can't I submit after turning on Data Sync? under Common questions.

Installing the integration in a live environment

1. Install the integration (live) by clicking the following link: https://login.salesforce.com/packaging/installPackage.apexp?p0=04t5e000000JjiF
2. Choose which users you'd like to install the package for.
3. Check the box to acknowledge that you're installing a Non-Salesforce application and click Install. 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.
4. 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
5. Select the Community account you want to connect to Salesforce.
6. You'll then need to allow access to the Salesforce API by clicking Allow.
7. Return to the installation wizard and click Done.

8. Next, navigate to App Launcher > View All > Community > Community Settings.

   

9. To begin the sync, turn on the toggle labeled, Data Sync and click Submit. Data may take up to 24 hours to sync. If you are unable to submit, see Why can't I submit after turning on Data Sync? under Common questions.

Uninstalling the integration

1. Navigate to Setup > Installed Packages.
2. Click Uninstall next to the Community package.
3. Follow the instructions to uninstall.

Common questions

Why can't I submit after turning on Data Sync?

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:

1. Click the gear icon at the top right.
2. Search for apex settings.
3. Check the box that says "Deploy Metadata from Non-Certified Package Versions via Apex".
4. Click Save.

If you need assistance, please contact us at yourfriends@community.com.