Discourse Salesforce

:discourse2: Summary Discourse Salesforce allows synchronization between Discourse Users and Salesforce leads/contacts, and enables Salesforce Social Login
:hammer_and_wrench: Repository Link https://github.com/discourse/discourse-salesforce
:open_book: Install Guide How to install plugins in Discourse

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 topicโ€™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 Salesforceโ€™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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  • 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 โ€œsalesforce rsa private keyโ€ site setting.

  • Set the username of a Salesforce admin account in the Discourse site setting โ€œsalesforce usernameโ€. It will be used to generate JIT access tokens.