Salesforce CRM
About Salesforce
Salesforce is a cloud-based Customer Relationship Management (CRM) platform that enables businesses to manage customer data, sales operations, and marketing campaigns
What we Offer
The Salesforce Plugin Card allows you to seamlessly integrate your Frontman instance with your Salesforce CRM account. The Salesforce Plugin Card streamlines your workflow by enabling a direct connection between the two platforms. This means you can access and utilize valuable customer data from within Frontman, eliminating the need to switch between applications.
Walkthrough of Connecting Salesforce and Frontman
Create an account using https://login.salesforce.com/ and just sign into your account if you already have one. Also, don't forget to verify your email before moving forward.
Once you sign in go to "App Manager" section and click on "New Connected App" and fill all the details required.
After this you have to verify your email id and once verified your app will be created successfully
After connecting, set fields in the "Salesforce CRM Block" you dragged in the story builder and run the chatbot.
Submitted entries will appear in Salesforce CRM's "Contacts" section.
A. How to Create a App in Salesforce
Create an account and just sign into your account if you already have one. Also, don't forget to verify your email before moving forward.
2. Once sign in, go to you "Apps<App manager" and click on "New Connected App"
Here you can add all your details like name, API name, Email id and Phone number.
4. Add your Redirect URL from Frontman Salesforce Settings and paste it in Salesforce app manager. With that you must give permissions of the all the available OAuth Scopes. And don't forget to check "Require Secret for Web Server flow"
5. After this simply save your progress and create the app.After this you'll land on Consumer Details page from where you can copy "Consumer Key" and "Consumer Secret"
B. How to Integrate Salesforce CRM in Frontman -
Sign in to Salesforce: Begin by logging into your Salesforce account using your credentials at
Establish Connection: Once you have installed the Salesforce CRM plugin for Frontman, locate and access the "Connect" option within the plugin's settings.
Connect using Credentials: To establish a connection, enter your Salesforce CRM "Consumer Key" and "Consumer Secret" in the designated fields.
View and Manage Settings: After successful connection, you can access and modify the connection details using the "View Settings" button.
Select Fields for Synchronization: There are two primary methods for selecting the data fields you want to synchronize between Salesforce CRM and Frontman:
Manually Add Fields: Here, you can handpick the specific Salesforce CRM data fields you want to integrate with Frontman. Essential fields like Email (required), Phone Number, and Name are recommended, along with any custom fields you utilize.
User Attributes: This method leverages existing user attributes within Frontman to pre-populate corresponding fields in Salesforce CRM. This streamlines data collection by automatically mapping Frontman's user data to relevant fields in Salesforce CRM.
Once the connection and field selection are complete, run your chatbot as usual. Data collected through Frontman interactions will be automatically synced with your designated Salesforce CRM fields, keeping your CRM data up-to-date. You can view it in "Contacts" section of your CRM
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