Discourse Salesforce integration

Summary: Enable synchronization between Discourse Users and Salesforce leads/contacts, and enable Salesforce Social Login

:link: GitHub: https://github.com/discourse/discourse-salesforce
:arrow_right: Install : Follow the plugin installation guide.

Features

Sync between Salesforce leads/contacts & Discourse users

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You can create a Salesforce lead or contact from any Discourse user using the post menu. To easily disguise those users it will display a poster icon next to the username in posts. And it will add linkbacks to these Discourse user profiles in corresponding Salesforce objects.

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Also, you can filter these leads and contacts by Discourse user groups. And you can track user activities from the Salesforce chatter wall.

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Sync between Salesforce cases & Discourse topics

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You can create a Salesforce case for any Discourse topic from the topic admin menu. And you can view the case number and status below to the topic’s first post content. Also, you can filter these topics by tags that are configurable through site settings. And you can view topic replies from Salesforce’s case comments list.

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Social Login

This plugin will also enable a Social Login with Salesforce, making it easier for your patron to sign up on Discourse.

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Configuration

  • Create a connected app with OAuth2 setting enabled in Salesforce admin interface. Then copy the client id and secret credentials to the Discourse site settings on the admin side.

  • Create a Private Key and Self-Signed Digital Certificate for the Salesforce connected app and update your private key content to the “salesforce rsa private key” site setting.

  • Set the username of a Salesforce admin account in the Discourse site setting “salesforce username”. It will be used to generate JIT access tokens.

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