SALESFORCE INTEGRATION

Salesforce integration
every lead, account and order
in the CRM, with its source attached.

We connect websites and online stores to Salesforce so enquiries, sign ups, accounts and orders reach the CRM the moment they happen, and the website reads back the records it needs to personalise and serve customers. We plan the data that should move, build the connection on the platform the website already runs on and keep it running once it is live.

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In brief

Emote Digital is a digital agency in Hawthorn, Melbourne, founded in 2001. We connect websites and eCommerce stores to Salesforce so leads, contacts, accounts, cases and orders move between the website and the CRM without manual entry, each carrying the campaign and page it came from. Connections are built on the platform the website already runs on. A Salesforce connection for customer records appears in the Mental Health First Aid Australia case studies on this website.

The integration

A website that feeds the CRM and reads from it.

Salesforce suits businesses with a sales team, account managers or a service desk that need the website to be a source of truth rather than another inbox. The Mental Health First Aid Australia shop connects WooCommerce to Salesforce for customer records.

What moves between them

Leads and contacts from forms, accounts and account users from registrations, orders and order products from the checkout, cases from support requests and consent from preference centres. Each record has an agreed owner.

Source and attribution

Every record carries the campaign, page, device and referrer it came from, mapped to Salesforce campaigns and custom fields, so pipeline reports show which marketing produced which revenue.

Built on your platform

The connection is built on the platform the website already runs on, using a proven connector where one fits and a custom integration against the Salesforce REST or Bulk API where the rules are particular to the business.

What we do

Salesforce integration scoping, build and support.

A connected set of decisions, shaped around the way work moves through the business.

Integration scoping

Map the lead, contact, account, order and case events that should reach Salesforce, and agree who owns each record.

Object and field mapping

Match website data to standard and custom objects, record types, picklists and campaign members.

Duplicate and matching rules

Decide how new records are matched to existing contacts and accounts so the CRM stays clean.

Two way sync

Return account status, pricing tiers, entitlements and case updates to the website where the experience depends on them.

Testing and reconciliation

Run real enquiry, registration and order scenarios end to end and check Salesforce and the website agree before launch.

Monitoring and support

Watch the sync, handle API limits and failed records, and keep the connection working through Salesforce releases and platform updates.

Buyer context

Why businesses connect Salesforce to the website.

A Salesforce integration has to suit the people, systems and operating conditions around it.

Leads in the CRM in secondsNo rekeying of enquiriesAttribution on every recordAccounts and orders in one viewFaster follow upCleaner data for reporting

Salesforce orgs vary in edition, customisation, duplicate rules and API allowance. We help determine where a standard connector is enough and where a custom integration earns its place.

Keep the relationships in Salesforce. Keep the capture on the website.

The value of a Salesforce integration is not in moving every field. We define the records that sales and service rely on, send them cleanly with their source attached, and leave the website to capture and serve while Salesforce runs the pipeline.

Takeover and improvement

Already connected to Salesforce?

We can assess the current connector, object and field mapping, how duplicates and consent are handled, where records fail and how the sync is monitored. We can help identify what is working, what is creating double handling and which changes deserve priority.

Failed sync diagnosisField and record type reviewDuplicate rule reviewAttribution and campaign mappingConnector replacementAPI limit and queue handling

Talk to us

Connecting Salesforce? Talk it through with us.

Thirty minutes on the leads, the accounts and what it would take to connect or fix the sync.

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Approach

Six steps from understanding to improvement.

Formal Discovery may be appropriate for multiple business units, Experience Cloud portals, complex account hierarchies or a connection that also involves an ERP or marketing automation.

Understand

Establish how enquiries, registrations and orders are handled today, who works in Salesforce and for what, and which other systems touch the same records. Any existing connector is reviewed so its gaps and habits are understood before planning.

Plan

Define the events that create or update records, the object and field mapping, duplicate and matching rules, consent handling and what returns to the website. Connector or custom build is agreed first.

Design

Design the forms, registration and account experience around the Salesforce data. Required fields, validation, routing and the staff view are specified so sales and service know what to expect.

Develop and connect

Configure the connector or build against the Salesforce API, including authentication, queuing and retries. Mapping and rules are documented so the connection remains easy for the team to understand and for us to support.

Test and launch

Run the real scenarios end to end: new and known contacts, duplicate submissions, account registrations, orders and case requests. Record counts are reconciled before the sync is switched on for live traffic.

Support and improve

Monitor the sync after launch, clear failed records, handle API limits and keep the connection working through website, plugin and Salesforce releases. Improvements follow what sales and service find in daily use.

Questions

Salesforce integration questions, answered.

Leads and contacts, accounts and account users, orders and order products, cases, campaign membership and marketing consent, each with the source it came from. Which move, and in which direction, is agreed in scoping.

It can. Account status, pricing tiers, entitlements and case updates can return to the website so logged in customers and staff see the same picture.

Matching rules are agreed up front, usually on email and account, and the integration respects the duplicate rules already set in Salesforce so new submissions update the right record.

We are platform agnostic. The connection is built on whatever the website already runs on, using a proven connector where it fits and building against the Salesforce API where it does not.

Failed records are queued, logged and retried, and someone is alerted. When API limits are reached on a busy day, the queue works through the backlog so no enquiry is lost.

Yes. We review the connector, mapping and failure handling, fix what is causing double handling or dirty data and replace the connector where it cannot meet the rules of the business.

Start a conversation

Talk to us about your Salesforce integration.

Connecting a new website, fixing a sync that keeps failing or adding Salesforce to a website that already runs the business?