Salesforce

IMIconnect Salesforce integration enables one to receive events from Salesforce and execute actions such as SMS, Outbound Voice and Flows or insert objects back into Salesforce. For example, when a customer raises a support ticket via SMS, the inputs are captured within Salesforce as Case.

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Salesforce Data

IMIconnect does not retain any data related to Salesforce.

Salesforce integration

• Prerequisites
• Integrate Salesforce
• Working with Salesforce node
• Rules
• Limitations

Prerequisites

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• A valid login credentials with Salesforce.com on any of the below editions:
• Enterprise Edition
• Unlimited Edition
• Developer Edition
• Performance Edition
• Good working knowledge of Salesforce.com.

Integrate Salesforce

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To configure Salesforce into IMIconnect

1. Log on IMIconnect with your credentials.
2. On the left navigation bar, click ASSETS > INTEGRATIONS.
3. Click ADD INTEGRATION > SALESFORCE to add new integration. Enter the required details:

• Name: Enter a name for your instance.
• Select environment: Select the environment from the drop-down.
  • Sandbox
  • Production

4. Click CONNECT. A popup is displayed to enter Salesforce Username and Password.

5. Once you have entered valid credentials, click Log In to establish a connection. The integration can be used in Rules to trigger an event.

Configure Rules Based on Salesforce Events

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While you are creating a rule, you can select salesforce as a channel and set an action based on the event trigger. For more information on rules, click Create and Configure Rules

In Salesforce enabled rules, the actions can enriched with Salesforce data using $(variable).

For example, to configure Send SMS action on account update, enter destination as below:

Limitations

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IMIconnect integration is subject to streaming API limitations set by Salesforce: