Salesforce Integration（英語版）

Integrate with Salesforce to enable the following capabilities:

• Record delivery results in Lead and Contact activity histories
• Create orders using Salesforce Lead and Contact information (mapping)
• Set up automatic deliveries using Salesforce data such as Opportunities

Compatible Salesforce Editions

• Enterprise
• Unlimited

Integration Process

1. Log in to SendWOW with your SendWOW account.
2. Select Settings > Team & Company Information tab.
3. Click the "Connect Salesforce" button, which will display the Salesforce login screen. Log in with the appropriate Salesforce account.

   Please verify the following about the Salesforce account you're configuring

   • Required Permissions
     • Access to ID URL Service
     • Manage User Data via API
     • Execute Requests Anytime
   • Object Access Scope

     SFDC Object	Access Rights	Description
     Lead	Read/Edit	Reading lead information. Returning address information, etc.
     Contact	Read/Edit	Reading contact information. Returning address information, etc.
     Event	Create	Recording delivery information and QR response records.
     Task	Create	Creating tasks based on delivery and QR responses.
     Campaign	Read/Edit	Reading bulk delivery targets, etc.
     Account	Read	Reading account information.

※For details on API usage permissions, please check the following page: Salesforce API Permission Details

**About Salesforce API Permissions**

4. After successful connection, a settings screen will appear. Check the four items under Connect and Connection Status, then save.
5. After integration, when a touch arrives or a QR code is scanned, activity records will be created in Salesforce.

The activity records notified from SendWOW are as follows:

| Activity Record | Description |
| --- | --- |
| SendWOW-Order Creation | Record notified when an order is created |
| SendWOW-Arrival History | Record notified when a touch arrives |
| SendWOW-WOWLink Issuance | Record notified when a WOWLink is issued |
| SendWOW-QR Response/Click History | Record notified when a QR code is scanned or when an issued URL is clicked |

Field Mapping Configuration

Configuration Method

• You can configure field mapping from SendWOW's Salesforce Integration Settings Screen (fields are set by default, customize if necessary)
  • You can configure fields for Lead, Contact, and Account
  • You can set up custom fields as well, so select the appropriate fields that you use in your operations

※For details on mapping, please check:

Synchronization Features for Salesforce

WOWLink Integration

Configuration Method

• You can configure WOWLink integration from SendWOW's Salesforce Integration Settings Screen

Sandbox Integration Method

If you want to verify operation in a test environment beforehand, you can also integrate with Salesforce Sandbox environment. Follow these steps to configure:

1. Click the three-dot menu icon > "Connect with Salesforce Sandbox".

2. The Salesforce login screen will open. Log in with your Sandbox account to complete the integration.

Integration Testing

After Salesforce integration, you can use the integration test to send test events.

This allows you to verify in advance that the integration settings are functioning correctly.

1. Log in with your team administrator account.
2. Open "Settings" > "Team & Company Information" tab in SendWOW.
3. Click the "Settings" button for Salesforce under External Integration Services.
4. Click the "Integration Test" button at the top of the screen.

5. Click on the URL of the "Contact" or "Lead" you want to test and submit.

6. If the submission is successful, the test event will be recorded in "Activities".