Salesforce integration in closed community?

支持
1

I am interested if it is possible to integrate Salesforce into Discourse or vice versa.
This is specifically of interest if Salesforce and Discourse are both using SSO, thus the similar user base.

Examples:

  • Lead generation out of forum discussion (links back to discussion forum)
  • Sales people can see activity of customer/partner in community (to immediately what is of concern for the customer/partner)

I am not a Salesforce expert, thus I don’t know what other use cases are of interest, but I am quite sure that there are some more.

2

Sure. You should be able to have Discourse use the same SSO master and that should do pretty much what you’re looking for.

3

I still cannot imagine how it could work. It’s always difficult to estimate such things before you actually have set up the system. However, at the end such knowledge is often the basis for the decision if you install the system at all.

First of all I assume as Salesforce offers an API and discourse offers an open API almost everything is theoretically possible, right?

However, do your really think it is possible to list the latest or all Discourse forum discussions of a Salesforce account within Salesforce? For this there must be probably some add-on on Salesforce’s side.

On the other hand if I want to generate a Salesforce lead right out of a Discourse discussion I assume it needs some add-on on the side of Discourse to allow that.

It’s still difficult for me to imagine how it could work.

4

Re-reading your question, my definition of “integrate” was a bit simpler than yours.

Does that mean that the person in the Discussion doesn’t have an account in Salesforce? That does seem complicated, though the https://meta.discourse.org/t/the-github-linkback-plugin/66081 might be a starting place to solve that.

That much is true!

I’m not clear exactly what you’re trying to accomplish (I probably don’t know enough about Salesforce enough to understand the question).

5

We do something similar on our wordpress site, using zapier. When people download a file from our resource library, add their organization or sign up in the community, an email is sent to zapier which then adds new contacts, organizations or website actions. We can then follow up via salesforce.

Since zapier just uses the API of salesforce, it should be possible for a programmer to do the same without zapier. But using zapier is a good quick and dirty solution too, perhaps using a dedicated subscribed user who is notified by email by discourse or something like that.

That said, salesforce is complex and hard to use for us, and we’ve had some issues with zapier imported data not being reliable, so we’ve been devoting our time ad energy instead towards moving our workflow out of salesforce and other tools and into discourse. Discourse is central to my community, so my approach is to try to instead contribute to improving discourse functionality that makes this possible, like group inboxes, tagging personal messages, staged users and the like.

More on that over here:

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9

没有自动化解决方案的集成比预期更难实现 :blush:
例如，可以通过 Zapier 的连接器将 Discourse 与 ActiveCampaign 集成（相关文档见此处），但关于 Salesforce 的相关资源却很难找到。
要通过 API 实现 Salesforce 集成（尤其是双向集成），建议先明确以下几点：

  1. 您的 Salesforce 云是否支持此类集成？
  2. 如果支持，Salesforce 中是否有字段可用于映射您希望与 Discourse 同步的数据？
  3. 对于双向集成，这些字段在两个系统中是否已正确映射，以确保持续同步时能够被正确识别？
    无论如何，您仍可通过 Salesforce 集成顾问 实现定制化的 API 数据同步。
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