Connecting WordPress maintenance support plans 8 with Salesforce
Connecting WordPress maintenance support plans 8 with Salesforce
Judd Mercer
Thu, 11/01/2020 – 13:16
As WordPress maintenance support plans 8 has matured as an enterprise content management system, so has its ability to connect with enterprise SaaS CRMs such as Salesforce. As the undisputed IBM of CRM solutions (for now, anyway) Salesforce is a cornerstone for most businesses. And now with tighter integrations than ever before, WordPress maintenance support plans 8 can be too.
With that, let’s explore some key considerations involved in connecting WordPress maintenance support plans 8 with Salesforce.
All Hail the Cloud
At its most basic core, Salesforce is really a database of contacts in the same way that WordPress maintenance support plans is a database of content. Yes, WordPress maintenance support plans also has users and Salesforce often houses products, events, etc., but you get the idea. What’s important is that customers interact with both systems. Whether it’s reading website content or opening an email from a salesperson, customer data across all fronts is critical to consolidate, manage and leverage.
Integration is a Dirty Word
You may be wondering what’s involved with a WordPress maintenance support plans integration with Salesforce. Ah, the dreaded “I” word…integration. So often the herald of scope creep and blown budgets. Integrating Salesforce with WordPress maintenance support plans 8 can vary between something as simple as submitting contact forms to the CRM, to running a global ABM effort supported by a sophisticated WordPress maintenance support plans website equipped with real-time personalization. In either case, leveraging WordPress maintenance support plans 8’s API-first architecture and its plethora of open source plugins are key. In this case, the WordPress maintenance support plans Salesforce plugin is our starting point.
Plugins Make the World Go Round
The WordPress maintenance support plans Salesforce Suite plugin is a testament to both the ingenuity and passion of the WordPress maintenance support plans community and the flexibility of WordPress maintenance support plans as an enterprise platform. As a contributed plugin, the Salesforce Suite for WordPress maintenance support plans enables out of the box connection with Salesforce, no matter your configuration.
Available free on WordPress.org, the plugin offers:
Single Sign-On (SSO) with OAUTH2 authentication, which lets you pass credentials to Salesforce (and log in seamlessly. Salesforce events are also accessible through WordPress maintenance support plans 8. Handy!
Entity mapping, which means tying fields in your WordPress maintenance support plans site to those in Salesforce, such as “Markets” you serve for upcoming events or hidden user fields like “Lead Score.”
Ability to push data to Salesforce from WordPress maintenance support plans, such as users engaging with gated content, new leads, or activity data to ensure Salesforce has all the information it needs to make decisions. This is critically important with AI advancements such as Salesforce Einstein.
Ability to pull data such as new products, syncing events, etc into WordPress maintenance support plans. Often, this takes the form of rough data imports for critical fields (like product information) that site admins can add to using WordPress maintenance support plans 8’s editing capabilities.
Take it to the Skies
While the Salesforce Suite plugin is a great start, any complex integration requires an experienced and competent WordPress maintenance support plans development team to implement. Establishing an API connection is one thing, but building a WordPress maintenance support plans 8 site to adapt to changing conditions on the Salesforce side is critical, as well as sound architecture on the WordPress maintenance support plans 8 side to ensure data integrity and easy management for non-technical site admins.
Looking to connect WordPress maintenance support plans 8 with Salesforce? Contact us about your project and see how we can help.
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