In this presentation, Neera Prajapati of Valuebound has explained Salesforce integration with Drupal 8 web application. Salesforce, as a CRM system, holds important information about your prospects and provides reports and dashboards to help you make informed decisions.

1. Neera Prajapati
https://www.drupal.org/u/neeraprajapati
Salesforce Integration with Drupal
8

2. ● What is Salesforce
● CRM
● Salesforce pros and cons
● How to start with salesforce
● Salesforce module overview
● How to start with salesforce
● Salesforce integration process in Drupal 8
● Demo
Agenda

3. What is Salesforce
Salesforce is cloud based CRM software company. It is
developed to make organizations or businesses more
profitable and efficient by reducing the cost of managing
hardware infrastructure.
Salesforce offers a wide range of features in all the functional
areas of a company.

4. What is CRM
CRM stands for “customer relationship management”. It is a
business tool that allows you to manage all your customers,
partners and prospects information all in one place.

5. Pros:
Customization
Compatibility
Super-simple to manage
Cloud Solution
Quick start
Cons:
Expensive customization
Complexity
Complicated technical support
Salesforce Pros and Cons

6. This module supports integration with Salesforce by synchronizing
Drupal entities (e.g., users, nodes) with Salesforce objects (e.g.,
contacts, organizations).
About Salesforce module

7. About Salesforce module
Salesforce suite module:
● Salesforce: OAUTH2 authorization, wrapper around REST
API.
● Salesforce Mapping: Map Drupal entities to Salesforce fields,
including field level mapping.
● Salesforce Push: Push Drupal entity updates into Salesforce.
● Salesforce Pull: Pull Salesforce object updates into Drupal on
cron run.
● Salesforce Encrypt: access token, refresh token with
security.

8. Start with salesforce
● Create an account in Salesforce
“https://developer.salesforce.com/”
● Login by “https://login.salesforce.com/”. Follow the
below steps.
Setup -> Apps ->Apps manager ->New connected App
● Let’s see how to create a Connected app

9. Salesforce module integration
● Install the module
● For setting, go to
admin->Configuration->Salesforce ->Salesforce Authorization
● Do the OAuth Connection Settings there

10. Salesforce module integration

11. DEMO

12. THANKS!
QUESTIONS?