With Salesforce integration, SendWOW enables the following:
- Sync delivery results with Lead and Contact activity records.
- Place orders using Salesforce Lead and Contact information via mapping.
- Set up automated deliveries based on Salesforce data, like Opportunities.
Compatible Salesforce Editions:
- Enterprise
- Unlimited
Integration Steps:
- Log into SendWOW with your account.
- Go to Settings > Team & Company Info.
- Click “Integrate with Salesforce” and log in with your Salesforce account.
Check the following permissions for your Salesforce account:
- Required Permissions:
- Access ID URL service
- Manage user data via API
- Execute requests at any time
- Object Access Scope:
SFDC Object Access Level Description Lead Read/Edit Read Lead details, including address information. Contact Read/Edit Read Contact details, including address information. Event Create Record delivery and QR interaction details. Task Create Create tasks based on deliveries and QR interactions. Campaign Read/Edit Read lists for bulk delivery. Account Read Read Account details. 4. After successful integration, a settings screen will appear. Enable the integration by checking the four status options and save.
- Required Permissions:
- After integration, activities like deliveries and QR scans will appear as records.
Notifications sent by SendWOW:
| Activity Log | Details |
|---|---|
| SendWOW-Order Creation | Notifies when an order is created. |
| SendWOW-Arrival History | Notifies when the item arrives. |
| SendWOW-WOW Link Issued | Notifies when a WOW link is issued. |
| SendWOW-QR Response/Click History | Notifies when a QR code is scanned or link is clicked. |
Mapping Configuration
Configuration Method
- Go to the Salesforce Integration Settings in SendWOW to map the fields you want to sync (default fields are preset but can be customized as needed):
- Configure fields for Lead, Contact, and Account, including custom fields as needed for your operations.
WOW Link Integration
Configuration Method
- Access the WOW link integration settings in the Salesforce Integration Settings on SendWOW.
テスト手順
上記の設定とパッケージをインストール後に、下記の通り進めると、パッケージインストールで作成されたカスタム項目にデジタルギフトの URL が連携されます
- コンタクトを選びます
- 「送る」を押します
- 「test touch」を選択します
- 下へスクロールして「オーダーを確認する」を押します
- 下へスクロールして「オーダーを送る」を押します
- Salesforce のカスタム項目にデジタルギフトリンクの URL が設定されているのを確認します