This non-specialized integration with Salesforce enables Acoustic Exchange users register the Salesforce endpoint in their Acoustic Exchange account. By implementing this method, Acoustic Exchange users are able to send and receive from and to their Salesforce solution.
Be sure to satisfy the necessary prerequisites for this integration. An Acoustic Exchange account and a Salesforce account.
For this integration to be successful, you must install and configure packages in your Salesforce application. This gives Acoustic Exchange the ability to syndicate useful CRM data to and from the Salesforce application.
- In your Salesforce account, install the Taxonomy package for Salesforce for all users.
- Enable Email Opt-out in your Salesforce account and configure
hasMinorConsentas a custom field. For more information see, How do I configure data subject privacy in my Salesforce account?
- On the Endpoints tab, click Register new endpoint to display the endpoint registration wizard.
- Select Salesforce and click Next.
- Under deployments, choose Non-CRMi.
- Enter the CRM User Name, Password and Secret Key that is associated with your Salesforce account. Select Register.
- Optional: In your Salesforce account, install the Acoustic Exchange Workflow Template Package.
- Select Install for all users, and then Install.
- Configure Outbound Messages by selecting Setup > Create > Workflow and approvals > Outbound Messages.
- Edit the Acoustic Exchange CRM Event Template by replacing
UBX-SALESFORCE-ENDPOINT-EVENT-AUTHKEYin the Endpoint URL with Event destination URL host and event level authentication key. Select Save. You can find your Salesforce event level authentication key under the More details menu of the Acoustic Exchange user interface.
- If necessary, modify the Acoustic Exchange Workflow Template Package with any additional Rules and then select Activate.
Note: Ensure that the Outbound Messages that you configured for the rule are updated with the correct Acoustic Exchange host and event-level authentication key.
Next, to put your endpoint to work and enable data flow from one endpoint to another, you must subscribe your endpoints to events. An event is a specific interaction or behavior that a business application can detect at a specific time and that can be associated with a customer identifier.
The Salesforce endpoint supports the subscription of Web, Mobile, Social, SMS, and Email Event Types.