Salesforce Integration Guide - HL Vanilla Community
<main> <article class="userContent"> <p>This article documents the <strong>Salesforce addon</strong> that is available in your <strong>Higher Logic Vanilla</strong> (<strong>Vanilla</strong>) community. Vanilla Admins can enable it so that staff users can <em>create leads and cases in Salesforce from discussions and comments in Vanilla</em>.</p><p>📝 <strong>NOTE</strong>: This article <strong>does not refer to Salesforce OAuth2 SSO</strong> functionality.</p><h2 data-id="features">Features</h2><p>The Salesforce addon allows users who have the <code class="code codeInline" spellcheck="false" tabindex="0">Staff.Allow</code> permission to:</p><ul><li>Link a Salesforce account to a Vanilla user profile.</li><li>Create Salesforce cases and leads from Vanilla discussions and comments (which then appear as "attachments" on your Vanilla discussion for authorized users).</li><li>View Salesforce leads from Vanilla user profiles.</li><li>Sync Vanilla users with Salesforce contacts when a user edits their profile or registers.</li><li>View a snapshot of their <em>Open Cases</em> on Vanilla profile pages (available only with individual connections).</li><li>Sync Vanilla user activity data into Salesforce (as of <a href="https://success.vanillaforums.com/kb/articles/525" rel="nofollow noreferrer ugc">Release 2022.005</a>; to learn more, contact your CSM). This feature is configured separately from the other features.</li></ul><p>Vanilla Admins can alternatively set up a Salesforce <strong>global connection</strong>, rather than using <strong>individual connections</strong> as detailed in <strong>Connect your Vanilla community to Salesforce</strong>, below.</p><p>📝 <strong>NOTE</strong>: Vanilla also offers <strong>Single Sign-On</strong> (<strong>SSO</strong>) from Salesforce.</p><p>📝 <strong>NOTE</strong>: Global connection is required to enable syncing Vanilla users with Salesforce contacts upon registration and editing profiles.</p><h2 data-id="salesforce-setup-steps">Salesforce setup steps</h2><p>📝 <strong>NOTE</strong>: If you would <em>only</em> like to use the Activity Sync feature, you should skip to the <strong>User Activity Sync</strong> section below.</p><p>To integrate with Salesforce, there are a few steps that you <em>must </em>take in your Salesforce account.</p><p>1. Log into your Salesforce account.</p><p>2. Create a new Connected App in <strong>Platform Tools > Apps > App Manager > New Connected Apps</strong>.</p><p>3. Complete the <em>Basic Information</em> required fields (<strong>Connected App Name</strong>, <strong>API Name</strong>, and <strong>Contact Email</strong>) and any optional fields.</p><div class="embedExternal embedImage display-large float-none"> <div class="embedExternal-content"> <a class="embedImage-link" href="https://us.v-cdn.net/6030677/uploads/X58KOVBN9VBO/connected-app.png" rel="nofollow noreferrer noopener ugc" target="_blank"> <img class="embedImage-img" src="https://us.v-cdn.net/6030677/uploads/X58KOVBN9VBO/connected-app.png" alt="Connected App.png" height="252" width="566" loading="lazy" data-display-size="large" data-float="none" data-type="image/png" data-embed-type="image" srcset="https://us.v-cdn.net/cdn-cgi/image/fit=scale-down,width=10/https://us.v-cdn.net/6030677/uploads/X58KOVBN9VBO/connected-app.png 10w, https://us.v-cdn.net/cdn-cgi/image/fit=scale-down,width=300/https://us.v-cdn.net/6030677/uploads/X58KOVBN9VBO/connected-app.png 300w, https://us.v-cdn.net/cdn-cgi/image/fit=scale-down,width=800/https://us.v-cdn.net/6030677/uploads/X58KOVBN9VBO/connected-app.png 800w, https://us.v-cdn.net/cdn-cgi/image/fit=scale-down,width=1200/https://us.v-cdn.net/6030677/uploads/X58KOVBN9VBO/connected-app.png 1200w, https://us.v-cdn.net/cdn-cgi/image/fit=scale-down,width=1600/https://us.v-cdn.net/6030677/uploads/X58KOVBN9VBO/connected-app.png 1600w, https://us.v-cdn.net/6030677/uploads/X58KOVBN9VBO/connected-app.png"></img></a> </div> </div> <p>4. Check the box to <strong>Enable OAuth Settings</strong>.</p><div class="embedExternal embedImage display-large float-none"> <div class="embedExternal-content"> <a class="embedImage-link" href="https://us.v-cdn.net/6030677/uploads/M2FZ7GSUTYJH/callback-url.png" rel="nofollow noreferrer noopener ugc" target="_blank"> <img class="embedImage-img" src="https://us.v-cdn.net/6030677/uploads/M2FZ7GSUTYJH/callback-url.png" alt="Callback URL.png" height="125" width="573" loading="lazy" data-display-size="large" data-float="none" data-type="image/png" data-embed-type="image" srcset="https://us.v-cdn.net/cdn-cgi/image/fit=scale-down,width=10/https://us.v-cdn.net/6030677/uploads/M2FZ7GSUTYJH/callback-url.png 10w, https://us.v-cdn.net/cdn-cgi/image/fit=scale-down,width=300/https://us.v-cdn.net/6030677/uploads/M2FZ7GSUTYJH/callback-url.png 300w, https://us.v-cdn.net/cdn-cgi/image/fit=scale-down,width=800/https://us.v-cdn.net/6030677/uploads/M2FZ7GSUTYJH/callback-url.png 800w, https://us.v-cdn.net/cdn-cgi/image/fit=scale-down,width=1200/https://us.v-cdn.net/6030677/uploads/M2FZ7GSUTYJH/callback-url.png 1200w, https://us.v-cdn.net/cdn-cgi/image/fit=scale-down,width=1600/https://us.v-cdn.net/6030677/uploads/M2FZ7GSUTYJH/callback-url.png 1600w, https://us.v-cdn.net/6030677/uploads/M2FZ7GSUTYJH/callback-url.png"></img></a> </div> </div> <p>5. Set a <strong>Callback URL</strong> by appending <code class="code codeInline" spellcheck="false" tabindex="0">/profile/salesforceconnect</code> to your community's URL as in the following examples.</p><ul><li>If your community URL is <code class="code codeInline" spellcheck="false" tabindex="0">https://community.example.com/</code>, the Callback URL is <code class="code codeInline" spellcheck="false" tabindex="0">https://community.example.com/profile/salesforceconnect</code>.</li><li>If your community URL is <code class="code codeInline" spellcheck="false" tabindex="0">https://community.example.com/en/</code>, the Callback URL is <code class="code codeInline" spellcheck="false" tabindex="0">https://community.example.com/en/profile/salesforceconnect</code>.</li></ul><p>📝 <strong>NOTE</strong>: The Callback URL protocol must be <strong>HTTPS</strong>.</p><p>6. Use the right arrow to add the following to the <strong>Selected OAuth Scopes</strong> field.</p><ul><li><strong>Full access (full)</strong></li><li><strong>Perform requests on your behalf at any time (refresh_token, offline_access)</strong></li></ul><div class="embedExternal embedImage display-large float-none"> <div class="embedExternal-content"> <a class="embedImage-link" href="https://us.v-cdn.net/6030677/uploads/7HVVIADK9SL0/selected-oauth-scopes.png" rel="nofollow noreferrer noopener ugc" target="_blank"> <img class="embedImage-img" src="https://us.v-cdn.net/6030677/uploads/7HVVIADK9SL0/selected-oauth-scopes.png" alt="Selected OAuth Scopes.png" height="186" width="976" loading="lazy" data-display-size="large" data-float="none" data-type="image/png" data-embed-type="image" srcset="https://us.v-cdn.net/cdn-cgi/image/fit=scale-down,width=10/https://us.v-cdn.net/6030677/uploads/7HVVIADK9SL0/selected-oauth-scopes.png 10w, https://us.v-cdn.net/cdn-cgi/image/fit=scale-down,width=300/https://us.v-cdn.net/6030677/uploads/7HVVIADK9SL0/selected-oauth-scopes.png 300w, https://us.v-cdn.net/cdn-cgi/image/fit=scale-down,width=800/https://us.v-cdn.net/6030677/uploads/7HVVIADK9SL0/selected-oauth-scopes.png 800w, https://us.v-cdn.net/cdn-cgi/image/fit=scale-down,width=1200/https://us.v-cdn.net/6030677/uploads/7HVVIADK9SL0/selected-oauth-scopes.png 1200w, https://us.v-cdn.net/cdn-cgi/image/fit=scale-down,width=1600/https://us.v-cdn.net/6030677/uploads/7HVVIADK9SL0/selected-oauth-scopes.png 1600w, https://us.v-cdn.net/6030677/uploads/7HVVIADK9SL0/selected-oauth-scopes.png"></img></a> </div> </div> <p>7. Click <strong>Save</strong>.</p><h3 data-id="retrieve-your-salesforce-key-and-secret">Retrieve your Salesforce key and secret</h3><p>This section describes how to retrieve the Salesforce <strong>Consumer Key</strong> and <strong>Consumer Secret</strong> for when you set up the addon in Vanilla.</p><p>1. Navigate to <strong>Platform Tools > Apps > App Manager</strong>.</p><p>2. Locate the new Connected App that you created in the previous section and from its dropdown, click <strong>View</strong>.</p><p>3. On the resulting page, click <strong>Manage Consumer Details</strong>.</p><p>4. Copy and save the <strong>Consumer Key</strong> and <strong>Consumer Secret</strong>.</p><p>Proceed to the next section to set up the Vanilla addon.</p><h2 data-id="vanilla-setup-steps">Vanilla setup steps</h2><p>This section describes how to enable and configure the Salesforce addon in your Vanilla account.</p><p>1. Access the Dashboard.</p><p>2. Navigate to <strong>Settings > Addons > Addons</strong>.</p><p>3. Scroll down the list of addons and for the Salesforce addon:</p><ul><li>slide the <strong>toggle</strong> to the right to enable the addon, then</li><li>click the <strong>settings</strong> icon.</li></ul><div class="embedExternal embedImage display-large float-none"> <div class="embedExternal-content"> <a class="embedImage-link" href="https://us.v-cdn.net/6030677/uploads/C2S1OE2IYDB2/salesforce-addon.png" rel="nofollow noreferrer noopener ugc" target="_blank"> <img class="embedImage-img" src="https://us.v-cdn.net/6030677/uploads/C2S1OE2IYDB2/salesforce-addon.png" alt="Salesforce addon.png" height="114" width="835" loading="lazy" data-display-size="large" data-float="none" data-type="image/png" data-embed-type="image" srcset="https://us.v-cdn.net/cdn-cgi/image/fit=scale-down,width=10/https://us.v-cdn.net/6030677/uploads/C2S1OE2IYDB2/salesforce-addon.png 10w, https://us.v-cdn.net/cdn-cgi/image/fit=scale-down,width=300/https://us.v-cdn.net/6030677/uploads/C2S1OE2IYDB2/salesforce-addon.png 300w, https://us.v-cdn.net/cdn-cgi/image/fit=scale-down,width=800/https://us.v-cdn.net/6030677/uploads/C2S1OE2IYDB2/salesforce-addon.png 800w, https://us.v-cdn.net/cdn-cgi/image/fit=scale-down,width=1200/https://us.v-cdn.net/6030677/uploads/C2S1OE2IYDB2/salesforce-addon.png 1200w, https://us.v-cdn.net/cdn-cgi/image/fit=scale-down,width=1600/https://us.v-cdn.net/6030677/uploads/C2S1OE2IYDB2/salesforce-addon.png 1600w, https://us.v-cdn.net/6030677/uploads/C2S1OE2IYDB2/salesforce-addon.png"></img></a> </div> </div> <p>4. On the <strong>Salesforce</strong> settings page:</p><ul><li>Input the Salesforce <strong>Consumer Key</strong> in the <strong>ApplicationID</strong> field.</li><li>Input the Salesforce <strong>Consumer Secret</strong> in the <strong>Secret</strong> field.</li><li>Leave the default <strong>Authentication URL</strong> (<a href="https://login.salesforce.com)" rel="nofollow noreferrer ugc">https://login.salesforce.com)</a> or specify your preferred URL.</li><li>Configure any of the other optional settings.</li></ul><div class="embedExternal embedImage display-large float-none"> <div class="embedExternal-content"> <a class="embedImage-link" href="https://us.v-cdn.net/6030677/uploads/4R7BV735S151/salesforce-addon-settings.png" rel="nofollow noreferrer noopener ugc" target="_blank"> <img class="embedImage-img" src="https://us.v-cdn.net/6030677/uploads/4R7BV735S151/salesforce-addon-settings.png" alt="Salesforce addon-settings.png" height="200" width="844" loading="lazy" data-display-size="large" data-float="none" data-type="image/png" data-embed-type="image" srcset="https://us.v-cdn.net/cdn-cgi/image/fit=scale-down,width=10/https://us.v-cdn.net/6030677/uploads/4R7BV735S151/salesforce-addon-settings.png 10w, https://us.v-cdn.net/cdn-cgi/image/fit=scale-down,width=300/https://us.v-cdn.net/6030677/uploads/4R7BV735S151/salesforce-addon-settings.png 300w, https://us.v-cdn.net/cdn-cgi/image/fit=scale-down,width=800/https://us.v-cdn.net/6030677/uploads/4R7BV735S151/salesforce-addon-settings.png 800w, https://us.v-cdn.net/cdn-cgi/image/fit=scale-down,width=1200/https://us.v-cdn.net/6030677/uploads/4R7BV735S151/salesforce-addon-settings.png 1200w, https://us.v-cdn.net/cdn-cgi/image/fit=scale-down,width=1600/https://us.v-cdn.net/6030677/uploads/4R7BV735S151/salesforce-addon-settings.png 1600w, https://us.v-cdn.net/6030677/uploads/4R7BV735S151/salesforce-addon-settings.png"></img></a> </div> </div> <p>The sections that follow describe the <strong>optional settings</strong> on the Salesforce settings page.</p><h2 data-id="connect-your-vanilla-community-to-salesforce">Connect your Vanilla community to Salesforce</h2><p>There are two connection options when linking your Vanilla community to your Salesforce account.</p><h3 data-id="global-connection">Global connection</h3><p>This option makes it possible for all staff in your Vanilla community to use the same Salesforce connection to create Leads and Cases. All Leads and Cases will show as having been created by this "user." Global connection is required if you want to sync Vanilla users to Salesforce contacts.</p><p>📝 <strong>NOTE</strong>: If a staff user in your Vanilla community has an individual Salesforce connection already established, that will be used instead.</p><div class="embedExternal embedImage display-large float-none"> <div class="embedExternal-content"> <a class="embedImage-link" href="https://us.v-cdn.net/6030677/uploads/4ZRO8SVXW80O/salesforce-addon-settings-global-connection.png" rel="nofollow noreferrer noopener ugc" target="_blank"> <img class="embedImage-img" src="https://us.v-cdn.net/6030677/uploads/4ZRO8SVXW80O/salesforce-addon-settings-global-connection.png" alt="User: "User: "Salesforce addon-settings-global connection.png""" height="180" width="320" loading="lazy" data-display-size="large" data-float="none" data-type="unknown" data-embed-type="image" srcset="https://us.v-cdn.net/cdn-cgi/image/fit=scale-down,width=10/https://us.v-cdn.net/6030677/uploads/4ZRO8SVXW80O/salesforce-addon-settings-global-connection.png 10w, https://us.v-cdn.net/cdn-cgi/image/fit=scale-down,width=300/https://us.v-cdn.net/6030677/uploads/4ZRO8SVXW80O/salesforce-addon-settings-global-connection.png 300w, https://us.v-cdn.net/cdn-cgi/image/fit=scale-down,width=800/https://us.v-cdn.net/6030677/uploads/4ZRO8SVXW80O/salesforce-addon-settings-global-connection.png 800w, https://us.v-cdn.net/cdn-cgi/image/fit=scale-down,width=1200/https://us.v-cdn.net/6030677/uploads/4ZRO8SVXW80O/salesforce-addon-settings-global-connection.png 1200w, https://us.v-cdn.net/cdn-cgi/image/fit=scale-down,width=1600/https://us.v-cdn.net/6030677/uploads/4ZRO8SVXW80O/salesforce-addon-settings-global-connection.png 1600w, https://us.v-cdn.net/6030677/uploads/4ZRO8SVXW80O/salesforce-addon-settings-global-connection.png"></img></a> </div> </div> <p>To set the global connection:</p><ol><li>Access the Dashboard.</li><li>Navigate to <strong>Settings > Addons > Addons</strong>.</li><li>Scroll down the list of addons and, for the Salesforce addon, click the <strong>settings</strong> icon.</li><li>Scroll down to <strong>Global Login</strong> and click <strong>Connect</strong> (or right click for the new tab/window options if you want to preserve this page).</li></ol><p>Log in to Salesforce and follow the instructions to complete the connection.</p><h3 data-id="individual-connections">Individual connections</h3><p>This option limits the creation of Leads and Cases to staff in your Vanilla community who have their own Salesforce connection. Any Leads and Cases they create show as having been created by them.</p><div class="embedExternal embedImage display-large float-none"> <div class="embedExternal-content"> <a class="embedImage-link" href="https://us.v-cdn.net/6030677/uploads/9HBKI63TCM2D/salesforce-connection-in-profile.png" rel="nofollow noreferrer noopener ugc" target="_blank"> <img class="embedImage-img" src="https://us.v-cdn.net/6030677/uploads/9HBKI63TCM2D/salesforce-connection-in-profile.png" alt="User: "User: "Salesforce connection in Profile.png""" height="180" width="320" loading="lazy" data-display-size="large" data-float="none" data-type="unknown" data-embed-type="image" srcset="https://us.v-cdn.net/cdn-cgi/image/fit=scale-down,width=10/https://us.v-cdn.net/6030677/uploads/9HBKI63TCM2D/salesforce-connection-in-profile.png 10w, https://us.v-cdn.net/cdn-cgi/image/fit=scale-down,width=300/https://us.v-cdn.net/6030677/uploads/9HBKI63TCM2D/salesforce-connection-in-profile.png 300w, https://us.v-cdn.net/cdn-cgi/image/fit=scale-down,width=800/https://us.v-cdn.net/6030677/uploads/9HBKI63TCM2D/salesforce-connection-in-profile.png 800w, https://us.v-cdn.net/cdn-cgi/image/fit=scale-down,width=1200/https://us.v-cdn.net/6030677/uploads/9HBKI63TCM2D/salesforce-connection-in-profile.png 1200w, https://us.v-cdn.net/cdn-cgi/image/fit=scale-down,width=1600/https://us.v-cdn.net/6030677/uploads/9HBKI63TCM2D/salesforce-connection-in-profile.png 1600w, https://us.v-cdn.net/6030677/uploads/9HBKI63TCM2D/salesforce-connection-in-profile.png"></img></a> </div> </div> <p>To set an individual connection:</p><ol><li>Navigate to your Profile page (<em>/profile</em>).</li><li>Access the Social section (<em>/profile/connections</em>).</li><li>In the list of Connections, click <strong>Connect</strong> next to the Salesforce icon (or right click for the new tab/window options if you want to preserve this page).</li></ol><p>Log in to Salesforce and follow the instructions to complete the connection.</p><h2 data-id="send-user-profile-fields-to-salesforce">Send User Profile fields to Salesforce</h2><p>If you have created custom fields in Vanilla via the <strong>User Profile</strong> page, you can sync those fields to your Salesforce account.</p><div class="embedExternal embedImage display-large float-none"> <div class="embedExternal-content"> <a class="embedImage-link" href="https://us.v-cdn.net/6030677/uploads/W7U0E2BORVFU/access-custom-profile-fields.png" rel="nofollow noreferrer noopener ugc" target="_blank"> <img class="embedImage-img" src="https://us.v-cdn.net/6030677/uploads/W7U0E2BORVFU/access-custom-profile-fields.png" alt="access_custom_profile_fields.png" height="538" width="1242" loading="lazy" data-display-size="large" data-float="none" data-type="image/png" data-embed-type="image" srcset="https://us.v-cdn.net/cdn-cgi/image/fit=scale-down,width=10/https://us.v-cdn.net/6030677/uploads/W7U0E2BORVFU/access-custom-profile-fields.png 10w, https://us.v-cdn.net/cdn-cgi/image/fit=scale-down,width=300/https://us.v-cdn.net/6030677/uploads/W7U0E2BORVFU/access-custom-profile-fields.png 300w, https://us.v-cdn.net/cdn-cgi/image/fit=scale-down,width=800/https://us.v-cdn.net/6030677/uploads/W7U0E2BORVFU/access-custom-profile-fields.png 800w, https://us.v-cdn.net/cdn-cgi/image/fit=scale-down,width=1200/https://us.v-cdn.net/6030677/uploads/W7U0E2BORVFU/access-custom-profile-fields.png 1200w, https://us.v-cdn.net/cdn-cgi/image/fit=scale-down,width=1600/https://us.v-cdn.net/6030677/uploads/W7U0E2BORVFU/access-custom-profile-fields.png 1600w, https://us.v-cdn.net/6030677/uploads/W7U0E2BORVFU/access-custom-profile-fields.png"></img></a> </div> </div> <p>📝 <strong>NOTE</strong>: <code class="code codeInline" spellcheck="false" tabindex="0">First Name</code> and <code class="code codeInline" spellcheck="false" tabindex="0">Last Name</code> fields are <em>required</em> in order to sync users to Salesforce contacts.</p><ol><li>Access the Dashboard.</li><li>Navigate to <strong>Settings > Addons > Salesforce</strong>.</li><li>Click the settings icon to open the settings page.</li><li>Click the settings icon next to the <strong>Sync users with Salesforce contacts?</strong> toggle.</li><li>Fill in the correct Field Name from Salesforce. For the First Name and Last Name fields – which are required by Salesforce – enter FirstName and LastName respectively.</li></ol><p>⭐️ <strong>EXAMPLE 1</strong>: <em>Contact Standard Fields</em></p><p>The <strong>SalesForceID</strong> field for <strong>Assistant's Phone No.</strong></p><div class="embedExternal embedImage display-large float-none"> <div class="embedExternal-content"> <a class="embedImage-link" href="https://us.v-cdn.net/6030677/uploads/4P30RKA9OXSO/contact-standard-fields-example.png" rel="nofollow noreferrer noopener ugc" target="_blank"> <img class="embedImage-img" src="https://us.v-cdn.net/6030677/uploads/4P30RKA9OXSO/contact-standard-fields-example.png" alt="Contact Standard Fields-example.png" height="251" width="532" loading="lazy" data-display-size="large" data-float="none" data-type="image/png" data-embed-type="image" srcset="https://us.v-cdn.net/cdn-cgi/image/fit=scale-down,width=10/https://us.v-cdn.net/6030677/uploads/4P30RKA9OXSO/contact-standard-fields-example.png 10w, https://us.v-cdn.net/cdn-cgi/image/fit=scale-down,width=300/https://us.v-cdn.net/6030677/uploads/4P30RKA9OXSO/contact-standard-fields-example.png 300w, https://us.v-cdn.net/cdn-cgi/image/fit=scale-down,width=800/https://us.v-cdn.net/6030677/uploads/4P30RKA9OXSO/contact-standard-fields-example.png 800w, https://us.v-cdn.net/cdn-cgi/image/fit=scale-down,width=1200/https://us.v-cdn.net/6030677/uploads/4P30RKA9OXSO/contact-standard-fields-example.png 1200w, https://us.v-cdn.net/cdn-cgi/image/fit=scale-down,width=1600/https://us.v-cdn.net/6030677/uploads/4P30RKA9OXSO/contact-standard-fields-example.png 1600w, https://us.v-cdn.net/6030677/uploads/4P30RKA9OXSO/contact-standard-fields-example.png"></img></a> </div> </div> <p>...must have the associated value that is in the <strong>Field Name</strong> column in Salesforce (in this case, <code class="code codeInline" spellcheck="false" tabindex="0">AssistantPhone</code>).</p><div class="embedExternal embedImage display-large float-none"> <div class="embedExternal-content"> <a class="embedImage-link" href="https://us.v-cdn.net/6030677/uploads/YX0M4VLQDP7B/contact-standard-fields.png" rel="nofollow noreferrer noopener ugc" target="_blank"> <img class="embedImage-img" src="https://us.v-cdn.net/6030677/uploads/YX0M4VLQDP7B/contact-standard-fields.png" alt="Contact Standard Fields.png" height="173" width="772" loading="lazy" data-display-size="large" data-float="none" data-type="image/png" data-embed-type="image" srcset="https://us.v-cdn.net/cdn-cgi/image/fit=scale-down,width=10/https://us.v-cdn.net/6030677/uploads/YX0M4VLQDP7B/contact-standard-fields.png 10w, https://us.v-cdn.net/cdn-cgi/image/fit=scale-down,width=300/https://us.v-cdn.net/6030677/uploads/YX0M4VLQDP7B/contact-standard-fields.png 300w, https://us.v-cdn.net/cdn-cgi/image/fit=scale-down,width=800/https://us.v-cdn.net/6030677/uploads/YX0M4VLQDP7B/contact-standard-fields.png 800w, https://us.v-cdn.net/cdn-cgi/image/fit=scale-down,width=1200/https://us.v-cdn.net/6030677/uploads/YX0M4VLQDP7B/contact-standard-fields.png 1200w, https://us.v-cdn.net/cdn-cgi/image/fit=scale-down,width=1600/https://us.v-cdn.net/6030677/uploads/YX0M4VLQDP7B/contact-standard-fields.png 1600w, https://us.v-cdn.net/6030677/uploads/YX0M4VLQDP7B/contact-standard-fields.png"></img></a> </div> </div> <p>⭐️ <strong>EXAMPLE 2</strong>: <em>Contact Custom Fields</em></p><p>The <strong>SalesForceID</strong> field for <strong>Vanilla Languages</strong></p><div class="embedExternal embedImage display-large float-none"> <div class="embedExternal-content"> <a class="embedImage-link" href="https://us.v-cdn.net/6030677/uploads/IRVW5U5Q3X4X/contact-custom-fields-example.png" rel="nofollow noreferrer noopener ugc" target="_blank"> <img class="embedImage-img" src="https://us.v-cdn.net/6030677/uploads/IRVW5U5Q3X4X/contact-custom-fields-example.png" alt="Contact Custom Fields-example.png" height="248" width="538" loading="lazy" data-display-size="large" data-float="none" data-type="image/png" data-embed-type="image" srcset="https://us.v-cdn.net/cdn-cgi/image/fit=scale-down,width=10/https://us.v-cdn.net/6030677/uploads/IRVW5U5Q3X4X/contact-custom-fields-example.png 10w, https://us.v-cdn.net/cdn-cgi/image/fit=scale-down,width=300/https://us.v-cdn.net/6030677/uploads/IRVW5U5Q3X4X/contact-custom-fields-example.png 300w, https://us.v-cdn.net/cdn-cgi/image/fit=scale-down,width=800/https://us.v-cdn.net/6030677/uploads/IRVW5U5Q3X4X/contact-custom-fields-example.png 800w, https://us.v-cdn.net/cdn-cgi/image/fit=scale-down,width=1200/https://us.v-cdn.net/6030677/uploads/IRVW5U5Q3X4X/contact-custom-fields-example.png 1200w, https://us.v-cdn.net/cdn-cgi/image/fit=scale-down,width=1600/https://us.v-cdn.net/6030677/uploads/IRVW5U5Q3X4X/contact-custom-fields-example.png 1600w, https://us.v-cdn.net/6030677/uploads/IRVW5U5Q3X4X/contact-custom-fields-example.png"></img></a> </div> </div> <p>...must have the associated value that is in the <strong>API Name</strong> column in Salesforce, in this case, <code class="code codeInline" spellcheck="false" tabindex="0">Vanilla__Languages__c</code>.</p><div class="embedExternal embedImage display-large float-none"> <div class="embedExternal-content"> <a class="embedImage-link" href="https://us.v-cdn.net/6030677/uploads/LZO2R3NY3497/contact-custom-fields.png" rel="nofollow noreferrer noopener ugc" target="_blank"> <img class="embedImage-img" src="https://us.v-cdn.net/6030677/uploads/LZO2R3NY3497/contact-custom-fields.png" alt="Contact Custom Fields.png" height="112" width="562" loading="lazy" data-display-size="large" data-float="none" data-type="image/png" data-embed-type="image" srcset="https://us.v-cdn.net/cdn-cgi/image/fit=scale-down,width=10/https://us.v-cdn.net/6030677/uploads/LZO2R3NY3497/contact-custom-fields.png 10w, https://us.v-cdn.net/cdn-cgi/image/fit=scale-down,width=300/https://us.v-cdn.net/6030677/uploads/LZO2R3NY3497/contact-custom-fields.png 300w, https://us.v-cdn.net/cdn-cgi/image/fit=scale-down,width=800/https://us.v-cdn.net/6030677/uploads/LZO2R3NY3497/contact-custom-fields.png 800w, https://us.v-cdn.net/cdn-cgi/image/fit=scale-down,width=1200/https://us.v-cdn.net/6030677/uploads/LZO2R3NY3497/contact-custom-fields.png 1200w, https://us.v-cdn.net/cdn-cgi/image/fit=scale-down,width=1600/https://us.v-cdn.net/6030677/uploads/LZO2R3NY3497/contact-custom-fields.png 1600w, https://us.v-cdn.net/6030677/uploads/LZO2R3NY3497/contact-custom-fields.png"></img></a> </div> </div> <h2 data-id="create-a-case">Create a case</h2><p>Users who have Moderation privileges (<code class="code codeInline" spellcheck="false" tabindex="0">Garden.Staff.Allow</code> ) can <strong>create a Salesforce case</strong> right from a Vanilla discussion or comment.</p><div class="embedExternal embedImage display-large float-none"> <div class="embedExternal-content"> <a class="embedImage-link" href="https://us.v-cdn.net/6030677/uploads/FCEJLZMBP4A8/discussion-ellipsis-create-case-and-add-lead.png" rel="nofollow noreferrer noopener ugc" target="_blank"> <img class="embedImage-img" src="https://us.v-cdn.net/6030677/uploads/FCEJLZMBP4A8/discussion-ellipsis-create-case-and-add-lead.png" alt="discussion-ellipsis-Create Case and Add Lead.png" height="372" width="888" loading="lazy" data-display-size="large" data-float="none" data-type="image/png" data-embed-type="image" srcset="https://us.v-cdn.net/cdn-cgi/image/fit=scale-down,width=10/https://us.v-cdn.net/6030677/uploads/FCEJLZMBP4A8/discussion-ellipsis-create-case-and-add-lead.png 10w, https://us.v-cdn.net/cdn-cgi/image/fit=scale-down,width=300/https://us.v-cdn.net/6030677/uploads/FCEJLZMBP4A8/discussion-ellipsis-create-case-and-add-lead.png 300w, https://us.v-cdn.net/cdn-cgi/image/fit=scale-down,width=800/https://us.v-cdn.net/6030677/uploads/FCEJLZMBP4A8/discussion-ellipsis-create-case-and-add-lead.png 800w, https://us.v-cdn.net/cdn-cgi/image/fit=scale-down,width=1200/https://us.v-cdn.net/6030677/uploads/FCEJLZMBP4A8/discussion-ellipsis-create-case-and-add-lead.png 1200w, https://us.v-cdn.net/cdn-cgi/image/fit=scale-down,width=1600/https://us.v-cdn.net/6030677/uploads/FCEJLZMBP4A8/discussion-ellipsis-create-case-and-add-lead.png 1600w, https://us.v-cdn.net/6030677/uploads/FCEJLZMBP4A8/discussion-ellipsis-create-case-and-add-lead.png"></img></a> </div> </div> <p>1. Click the discussion's or comment's <strong>ellipsis</strong> icon and then select <strong>Salesforce - Create Case</strong>.</p><div class="embedExternal embedImage display-large float-none"> <div class="embedExternal-content"> <a class="embedImage-link" href="https://us.v-cdn.net/6030677/uploads/873AE6YTH1Y1/salesforce-create-case-dialog.png" rel="nofollow noreferrer noopener ugc" target="_blank"> <img class="embedImage-img" src="https://us.v-cdn.net/6030677/uploads/873AE6YTH1Y1/salesforce-create-case-dialog.png" alt="Salesforce - Create Case-dialog.png" height="472" width="480" loading="lazy" data-display-size="large" data-float="none" data-type="image/png" data-embed-type="image" srcset="https://us.v-cdn.net/cdn-cgi/image/fit=scale-down,width=10/https://us.v-cdn.net/6030677/uploads/873AE6YTH1Y1/salesforce-create-case-dialog.png 10w, https://us.v-cdn.net/cdn-cgi/image/fit=scale-down,width=300/https://us.v-cdn.net/6030677/uploads/873AE6YTH1Y1/salesforce-create-case-dialog.png 300w, https://us.v-cdn.net/cdn-cgi/image/fit=scale-down,width=800/https://us.v-cdn.net/6030677/uploads/873AE6YTH1Y1/salesforce-create-case-dialog.png 800w, https://us.v-cdn.net/cdn-cgi/image/fit=scale-down,width=1200/https://us.v-cdn.net/6030677/uploads/873AE6YTH1Y1/salesforce-create-case-dialog.png 1200w, https://us.v-cdn.net/cdn-cgi/image/fit=scale-down,width=1600/https://us.v-cdn.net/6030677/uploads/873AE6YTH1Y1/salesforce-create-case-dialog.png 1600w, https://us.v-cdn.net/6030677/uploads/873AE6YTH1Y1/salesforce-create-case-dialog.png"></img></a> </div> </div> <p>2. On the "create case" form:</p><ul><li><strong>First Name</strong> and <strong>Last Name</strong> - These values are retrieved directly from the discussion or comment.</li><li><strong>Email</strong> - This value is retrieved from Salesforce via an API query that is based on the author's email address. If the email address does not exist as a contact in Salesforce, a contact record is created.</li><li><strong>Status</strong> - Click the dropdown and make a selection. The values are retrieved from Salesforce via an API.</li><li><strong>Priority</strong> - Click the dropdown and make a selection. The values are retrieved from Salesforce via an API.</li><li><strong>Body</strong> - This defaults to the body of the discussion or comment.</li></ul><p>3. Click <strong>Create Case</strong>.</p><p>The payload of the API call will look like this:</p><pre class="code codeBlock" spellcheck="false" tabindex="0">{ "ContactId": "115C3Ct7QAF", "Description": "Charlie Bucket is a poor boy who lives near the Wonka Candy Company. The company's owner,", "Origin": "Vanilla", "Priority": "Medium", "Status": "New", "Subject": "I have a golden ticket." } </pre><p>When the case has been created, its details display (to Moderators only) on the discussion or comment from which it originated.</p><div class="embedExternal embedImage display-large float-none"> <div class="embedExternal-content"> <a class="embedImage-link" href="https://us.v-cdn.net/6030677/uploads/FAVJ6R056SS1/case-details-on-discussion.png" rel="nofollow noreferrer noopener ugc" target="_blank"> <img class="embedImage-img" src="https://us.v-cdn.net/6030677/uploads/FAVJ6R056SS1/case-details-on-discussion.png" alt="Case details on discussion.png" height="286" width="672" loading="lazy" data-display-size="large" data-float="none" data-type="image/png" data-embed-type="image" srcset="https://us.v-cdn.net/cdn-cgi/image/fit=scale-down,width=10/https://us.v-cdn.net/6030677/uploads/FAVJ6R056SS1/case-details-on-discussion.png 10w, https://us.v-cdn.net/cdn-cgi/image/fit=scale-down,width=300/https://us.v-cdn.net/6030677/uploads/FAVJ6R056SS1/case-details-on-discussion.png 300w, https://us.v-cdn.net/cdn-cgi/image/fit=scale-down,width=800/https://us.v-cdn.net/6030677/uploads/FAVJ6R056SS1/case-details-on-discussion.png 800w, https://us.v-cdn.net/cdn-cgi/image/fit=scale-down,width=1200/https://us.v-cdn.net/6030677/uploads/FAVJ6R056SS1/case-details-on-discussion.png 1200w, https://us.v-cdn.net/cdn-cgi/image/fit=scale-down,width=1600/https://us.v-cdn.net/6030677/uploads/FAVJ6R056SS1/case-details-on-discussion.png 1600w, https://us.v-cdn.net/6030677/uploads/FAVJ6R056SS1/case-details-on-discussion.png"></img></a> </div> </div> <h2 data-id="add-a-lead">Add a lead</h2><p>Users who have Moderation privileges (<code class="code codeInline" spellcheck="false" tabindex="0">Garden.Staff.Allow</code> ) can <strong>add a lead in Salesforce</strong> right from a Vanilla discussion or comment.</p><div class="embedExternal embedImage display-large float-none"> <div class="embedExternal-content"> <a class="embedImage-link" href="https://us.v-cdn.net/6030677/uploads/77CMQ4UZ7FAP/discussion-ellipsis-create-case-and-add-lead.png" rel="nofollow noreferrer noopener ugc" target="_blank"> <img class="embedImage-img" src="https://us.v-cdn.net/6030677/uploads/77CMQ4UZ7FAP/discussion-ellipsis-create-case-and-add-lead.png" alt="discussion-ellipsis-Create Case and Add Lead.png" height="372" width="888" loading="lazy" data-display-size="large" data-float="none" data-type="image/png" data-embed-type="image" srcset="https://us.v-cdn.net/cdn-cgi/image/fit=scale-down,width=10/https://us.v-cdn.net/6030677/uploads/77CMQ4UZ7FAP/discussion-ellipsis-create-case-and-add-lead.png 10w, https://us.v-cdn.net/cdn-cgi/image/fit=scale-down,width=300/https://us.v-cdn.net/6030677/uploads/77CMQ4UZ7FAP/discussion-ellipsis-create-case-and-add-lead.png 300w, https://us.v-cdn.net/cdn-cgi/image/fit=scale-down,width=800/https://us.v-cdn.net/6030677/uploads/77CMQ4UZ7FAP/discussion-ellipsis-create-case-and-add-lead.png 800w, https://us.v-cdn.net/cdn-cgi/image/fit=scale-down,width=1200/https://us.v-cdn.net/6030677/uploads/77CMQ4UZ7FAP/discussion-ellipsis-create-case-and-add-lead.png 1200w, https://us.v-cdn.net/cdn-cgi/image/fit=scale-down,width=1600/https://us.v-cdn.net/6030677/uploads/77CMQ4UZ7FAP/discussion-ellipsis-create-case-and-add-lead.png 1600w, https://us.v-cdn.net/6030677/uploads/77CMQ4UZ7FAP/discussion-ellipsis-create-case-and-add-lead.png"></img></a> </div> </div> <p>1. Click the discussion's or comment's <strong>ellipsis</strong> icon and then select <strong>Salesforce - Add Lead</strong>.</p><div class="embedExternal embedImage display-large float-none"> <div class="embedExternal-content"> <a class="embedImage-link" href="https://us.v-cdn.net/6030677/uploads/PFQO6FDJFM33/salesforce-add-lead-dialog.png" rel="nofollow noreferrer noopener ugc" target="_blank"> <img class="embedImage-img" src="https://us.v-cdn.net/6030677/uploads/PFQO6FDJFM33/salesforce-add-lead-dialog.png" alt="Salesforce - Add Lead-dialog.png" height="551" width="480" loading="lazy" data-display-size="large" data-float="none" data-type="image/png" data-embed-type="image" srcset="https://us.v-cdn.net/cdn-cgi/image/fit=scale-down,width=10/https://us.v-cdn.net/6030677/uploads/PFQO6FDJFM33/salesforce-add-lead-dialog.png 10w, https://us.v-cdn.net/cdn-cgi/image/fit=scale-down,width=300/https://us.v-cdn.net/6030677/uploads/PFQO6FDJFM33/salesforce-add-lead-dialog.png 300w, https://us.v-cdn.net/cdn-cgi/image/fit=scale-down,width=800/https://us.v-cdn.net/6030677/uploads/PFQO6FDJFM33/salesforce-add-lead-dialog.png 800w, https://us.v-cdn.net/cdn-cgi/image/fit=scale-down,width=1200/https://us.v-cdn.net/6030677/uploads/PFQO6FDJFM33/salesforce-add-lead-dialog.png 1200w, https://us.v-cdn.net/cdn-cgi/image/fit=scale-down,width=1600/https://us.v-cdn.net/6030677/uploads/PFQO6FDJFM33/salesforce-add-lead-dialog.png 1600w, https://us.v-cdn.net/6030677/uploads/PFQO6FDJFM33/salesforce-add-lead-dialog.png"></img></a> </div> </div> <p>2. On the "add lead" form:</p><ul><li><strong>First Name</strong> and <strong>Last Name</strong> - These values are retrieved directly from the discussion or comment.</li><li><strong>Email</strong> - This is the email address of the author of the discussion or comment. If the email address does not exist as a contact in Salesforce, a contact record is created. Conversely, if the email address matches that of an existing lead, the "This Lead already exists" message displays.</li><li><strong>Status</strong> - Click the dropdown and make a selection. The values are retrieved from Salesforce via an API.</li><li><strong>Title</strong> - The user who adds the lead can include the job title/position of the author of the discussion or comment.</li><li><strong>Company</strong> - The user who adds the lead can include the name of the company that employs the author of the discussion or comment.</li></ul><p>3. Click <strong>Add Lead</strong>.</p><p>The payload of the API call will look like this:</p><pre class="code codeBlock" spellcheck="false" tabindex="0">{ "Company": "Wonka Candy Company", "Description": "I have a golden ticket.", "Email": "willy@wonkafactory.com", "FirstName": "Willy", "LastName": "Wonka", "LeadSource": "Vanilla", "Status": "Working - Contacted", "Title": "President" } </pre><p>When the lead has been created, its details display (to Moderators only) on the discussion or comment from which it originated.</p><div class="embedExternal embedImage display-large float-none"> <div class="embedExternal-content"> <a class="embedImage-link" href="https://us.v-cdn.net/6030677/uploads/5PP6ZOQOOVV8/lead-details-on-discussion.png" rel="nofollow noreferrer noopener ugc" target="_blank"> <img class="embedImage-img" src="https://us.v-cdn.net/6030677/uploads/5PP6ZOQOOVV8/lead-details-on-discussion.png" alt="Lead details on discussion.png" height="304" width="672" loading="lazy" data-display-size="large" data-float="none" data-type="image/png" data-embed-type="image" srcset="https://us.v-cdn.net/cdn-cgi/image/fit=scale-down,width=10/https://us.v-cdn.net/6030677/uploads/5PP6ZOQOOVV8/lead-details-on-discussion.png 10w, https://us.v-cdn.net/cdn-cgi/image/fit=scale-down,width=300/https://us.v-cdn.net/6030677/uploads/5PP6ZOQOOVV8/lead-details-on-discussion.png 300w, https://us.v-cdn.net/cdn-cgi/image/fit=scale-down,width=800/https://us.v-cdn.net/6030677/uploads/5PP6ZOQOOVV8/lead-details-on-discussion.png 800w, https://us.v-cdn.net/cdn-cgi/image/fit=scale-down,width=1200/https://us.v-cdn.net/6030677/uploads/5PP6ZOQOOVV8/lead-details-on-discussion.png 1200w, https://us.v-cdn.net/cdn-cgi/image/fit=scale-down,width=1600/https://us.v-cdn.net/6030677/uploads/5PP6ZOQOOVV8/lead-details-on-discussion.png 1600w, https://us.v-cdn.net/6030677/uploads/5PP6ZOQOOVV8/lead-details-on-discussion.png"></img></a> </div> </div> <h2 data-id="view-open-cases">View open cases</h2><p>Admins can enable the "display open cases" setting (<em>/plugin/Salesforce</em>) so that Salesforce cases display on users' Profile pages.</p><div class="embedExternal embedImage display-large float-none"> <div class="embedExternal-content"> <a class="embedImage-link" href="https://us.v-cdn.net/6030677/uploads/2F2YQS4Z1PJP/salesforce-addon-settings-display-cases-profile-page.png" rel="nofollow noreferrer noopener ugc" target="_blank"> <img class="embedImage-img" src="https://us.v-cdn.net/6030677/uploads/2F2YQS4Z1PJP/salesforce-addon-settings-display-cases-profile-page.png" alt="Salesforce addon-settings-Display-Cases-Profile Page.png" height="67" width="612" loading="lazy" data-display-size="large" data-float="none" data-type="image/png" data-embed-type="image" srcset="https://us.v-cdn.net/cdn-cgi/image/fit=scale-down,width=10/https://us.v-cdn.net/6030677/uploads/2F2YQS4Z1PJP/salesforce-addon-settings-display-cases-profile-page.png 10w, https://us.v-cdn.net/cdn-cgi/image/fit=scale-down,width=300/https://us.v-cdn.net/6030677/uploads/2F2YQS4Z1PJP/salesforce-addon-settings-display-cases-profile-page.png 300w, https://us.v-cdn.net/cdn-cgi/image/fit=scale-down,width=800/https://us.v-cdn.net/6030677/uploads/2F2YQS4Z1PJP/salesforce-addon-settings-display-cases-profile-page.png 800w, https://us.v-cdn.net/cdn-cgi/image/fit=scale-down,width=1200/https://us.v-cdn.net/6030677/uploads/2F2YQS4Z1PJP/salesforce-addon-settings-display-cases-profile-page.png 1200w, https://us.v-cdn.net/cdn-cgi/image/fit=scale-down,width=1600/https://us.v-cdn.net/6030677/uploads/2F2YQS4Z1PJP/salesforce-addon-settings-display-cases-profile-page.png 1600w, https://us.v-cdn.net/6030677/uploads/2F2YQS4Z1PJP/salesforce-addon-settings-display-cases-profile-page.png"></img></a> </div> </div> <h3 data-id="users-(agents)">Users (Agents)</h3><p>These users can open their individual Salesforce open cases directly from their Vanilla profiles. These (Agent) users are those who have:</p><ul><li>Admin privileges in your Vanilla community (<code class="code codeInline" spellcheck="false" tabindex="0">Garden.Settings.Manage</code>).</li><li>Connected their Salesforce accounts in the Social section (<em>/profile/connections</em>) of their Vanilla Profile page (<strong>Profile > Edit Profile > Connections</strong>).</li></ul><div class="embedExternal embedImage display-large float-none"> <div class="embedExternal-content"> <a class="embedImage-link" href="https://us.v-cdn.net/6030677/uploads/IJH92JJ6HTYF/salesforce-connection-in-profile.png" rel="nofollow noreferrer noopener ugc" target="_blank"> <img class="embedImage-img" src="https://us.v-cdn.net/6030677/uploads/IJH92JJ6HTYF/salesforce-connection-in-profile.png" alt="Salesforce connection in Profile.png" height="237" width="664" loading="lazy" data-display-size="large" data-float="none" data-type="image/png" data-embed-type="image" srcset="https://us.v-cdn.net/cdn-cgi/image/fit=scale-down,width=10/https://us.v-cdn.net/6030677/uploads/IJH92JJ6HTYF/salesforce-connection-in-profile.png 10w, https://us.v-cdn.net/cdn-cgi/image/fit=scale-down,width=300/https://us.v-cdn.net/6030677/uploads/IJH92JJ6HTYF/salesforce-connection-in-profile.png 300w, https://us.v-cdn.net/cdn-cgi/image/fit=scale-down,width=800/https://us.v-cdn.net/6030677/uploads/IJH92JJ6HTYF/salesforce-connection-in-profile.png 800w, https://us.v-cdn.net/cdn-cgi/image/fit=scale-down,width=1200/https://us.v-cdn.net/6030677/uploads/IJH92JJ6HTYF/salesforce-connection-in-profile.png 1200w, https://us.v-cdn.net/cdn-cgi/image/fit=scale-down,width=1600/https://us.v-cdn.net/6030677/uploads/IJH92JJ6HTYF/salesforce-connection-in-profile.png 1600w, https://us.v-cdn.net/6030677/uploads/IJH92JJ6HTYF/salesforce-connection-in-profile.png"></img></a> </div> </div> <h3 data-id="users-(non-agents)">Users (non-Agents)</h3><p>These users can see their Salesforce open cases (cases of which they are the subject) directly from their Vanilla profiles. In this instance, the Salesforce cases that appear are those that contain their email address on Salesforce.</p><div class="embedExternal embedImage display-large float-none"> <div class="embedExternal-content"> <a class="embedImage-link" href="https://us.v-cdn.net/6030677/uploads/7MDJFEYXV4ZL/image.png" rel="nofollow noreferrer noopener ugc" target="_blank"> <img class="embedImage-img" src="https://us.v-cdn.net/6030677/uploads/7MDJFEYXV4ZL/image.png" alt="image.png" height="1988" width="2880" loading="lazy" data-display-size="large" data-float="none" data-type="image/png" data-embed-type="image" srcset="https://us.v-cdn.net/cdn-cgi/image/fit=scale-down,width=10/https://us.v-cdn.net/6030677/uploads/7MDJFEYXV4ZL/image.png 10w, https://us.v-cdn.net/cdn-cgi/image/fit=scale-down,width=300/https://us.v-cdn.net/6030677/uploads/7MDJFEYXV4ZL/image.png 300w, https://us.v-cdn.net/cdn-cgi/image/fit=scale-down,width=800/https://us.v-cdn.net/6030677/uploads/7MDJFEYXV4ZL/image.png 800w, https://us.v-cdn.net/cdn-cgi/image/fit=scale-down,width=1200/https://us.v-cdn.net/6030677/uploads/7MDJFEYXV4ZL/image.png 1200w, https://us.v-cdn.net/cdn-cgi/image/fit=scale-down,width=1600/https://us.v-cdn.net/6030677/uploads/7MDJFEYXV4ZL/image.png 1600w, https://us.v-cdn.net/6030677/uploads/7MDJFEYXV4ZL/image.png"></img></a> </div> </div> <h2 data-id="troubleshooting-account-linkages">Troubleshooting account linkages</h2><p>If you are unable to link your Salesforce account and you get a page that says</p><p><code class="code codeInline" spellcheck="false" tabindex="0">error=redirect_uri_mismatch&error_description=redirect_uri%20must%20match%20configuration</code></p><p>...make sure that the URL of the Social section of your profile matches the <strong>Callback URL</strong> that you specified in the Salesforce <strong>Enable OAuth Settings</strong> (refer to <strong>Salesforce setup steps</strong>, above).</p><p>⭐️ <strong>EXAMPLE</strong>: If the URL of your profile's Social section is <code class="code codeInline" spellcheck="false" tabindex="0">https://community.example.com/somedirectory/profile/connections</code>, the <strong>Callback URL</strong> should be <code class="code codeInline" spellcheck="false" tabindex="0">https://community.example.com/somedirectory/profile/salesforceconnect</code>.</p><h2 data-id="user-activity-sync-sync-vanilla-activity-data-into-salesforce">User Activity Sync - sync Vanilla activity data into Salesforce</h2><p>You can create and set up an <strong>object</strong> and a <strong>trigger</strong> in your Salesforce account so that predetermined contact and account activities that occur in Vanilla are automatically synced to your Salesforce account.</p><p>This makes it easy to automatically create a record in Salesforce (via the trigger that you create) of <em>when someone registers for your Vanilla community</em>, for example, as well as when your contacts and accounts:</p><ul><li>Post discussions and comments</li><li>Submit and vote on Ideas</li><li>Ask and answer questions</li><li>Join a group</li><li>RSVP to an event</li></ul><p>...and, these activities are conveniently grouped and easily accessible in your Salesforce interface in the object that you create.</p><h3 data-id="set-up-the-activity-data-sync">Set up the activity-data sync </h3><p>Setting up the activity-data sync is a multi-step process that requires the involvement of:</p><ul><li>a Salesforce Admin user and</li><li>a Vanilla Support Team member.</li></ul><p>The process steps, which have to be <em>completed in the order presented</em>, are:</p><p>1 - Enable the required Vanilla plugins (<em>Vanilla Support</em>).</p><p>2 - Create the Salesforce object, <strong>Vanilla Community Activity</strong> (<em>Salesforce Admin</em>).</p><p>3 - Create the Salesforce trigger, <strong>SyncCommunityActivity</strong> (<em>Salesforce Admin</em>).</p><p>4 - Finalize the configuration in Vanilla (<em>Salesforce Admin</em>).</p><p><strong>📝 NOTE</strong>: If you're not comfortable performing any of the Vanilla-based steps, contact Vanilla Support (<a href="https://success.vanillaforums.com/kb/articles/23/support@vanillaforums.com" rel="nofollow noreferrer ugc">support@vanillaforums.com</a>) and request help. </p><h3 data-id="step-1-contact-vanilla-support">Step 1 - Contact Vanilla Support</h3><p>Contact Vanilla Support (<a href="https://success.vanillaforums.com/kb/articles/23/support@vanillaforums.com" rel="nofollow noreferrer ugc">support@vanillaforums.com</a>) and request that the required plugins be enabled in your Vanilla community.</p><h3 data-id="step-2-create-the-salesforce-object">Step 2 - Create the Salesforce object</h3><p>A Salesforce Admin creates the object, <strong>Vanilla Community Activity</strong>, in your Salesforce account.</p><p>📝 <strong>NOTE</strong>: <strong>Vanilla Community Activity</strong> is the activity feed that will display on the Contacts and Accounts page.</p><div class="embedExternal embedImage display-large float-none"> <div class="embedExternal-content"> <a class="embedImage-link" href="https://us.v-cdn.net/6030677/uploads/ALNHNQY8WCA2/vanilla-community-activity-object.png" rel="nofollow noreferrer noopener ugc" target="_blank"> <img class="embedImage-img" src="https://us.v-cdn.net/6030677/uploads/ALNHNQY8WCA2/vanilla-community-activity-object.png" alt="User: "User: "Vanilla Community Activity Object.png""" height="180" width="320" loading="lazy" data-display-size="large" data-float="none" data-type="unknown" data-embed-type="image" srcset="https://us.v-cdn.net/cdn-cgi/image/fit=scale-down,width=10/https://us.v-cdn.net/6030677/uploads/ALNHNQY8WCA2/vanilla-community-activity-object.png 10w, https://us.v-cdn.net/cdn-cgi/image/fit=scale-down,width=300/https://us.v-cdn.net/6030677/uploads/ALNHNQY8WCA2/vanilla-community-activity-object.png 300w, https://us.v-cdn.net/cdn-cgi/image/fit=scale-down,width=800/https://us.v-cdn.net/6030677/uploads/ALNHNQY8WCA2/vanilla-community-activity-object.png 800w, https://us.v-cdn.net/cdn-cgi/image/fit=scale-down,width=1200/https://us.v-cdn.net/6030677/uploads/ALNHNQY8WCA2/vanilla-community-activity-object.png 1200w, https://us.v-cdn.net/cdn-cgi/image/fit=scale-down,width=1600/https://us.v-cdn.net/6030677/uploads/ALNHNQY8WCA2/vanilla-community-activity-object.png 1600w, https://us.v-cdn.net/6030677/uploads/ALNHNQY8WCA2/vanilla-community-activity-object.png"></img></a> </div> </div> <p>1. Create an object in Salesforce and name it <strong>Vanilla Community Activity</strong>.</p><p>🛑 <strong>IMPORTANT</strong>: The object name <strong>must exactly match</strong> (note the casing and spacing) what appears above; otherwise, <em>the data sync will not work</em>.</p><p>2. Create the following fields for the object.</p><p>🛑 <strong>IMPORTANT</strong>: The field names and other properties (note the labels, types, casing, and spacing) <strong>must exactly match</strong> what appears below; otherwise, <em>the data sync will not work</em>.</p><ul><li>FIELD LABEL: <strong>Account</strong>; DATA TYPE: <strong>Lookup(Account)</strong></li><li>FIELD LABEL: <strong>Activity Date</strong>; DATA TYPE: <strong>Date/Time</strong></li><li>FIELD LABEL: <strong>Activity Type</strong>; DATA TYPE: <strong>Text(255)</strong></li><li>FIELD LABEL: <strong>Contact</strong>; DATA TYPE: <strong>Lookup(Contact)</strong></li><li>FIELD LABEL: <strong>Description</strong>; DATA TYPE: <strong>Long Text Area(32768)</strong></li><li>FIELD LABEL: <strong>Email</strong>; DATA TYPE: <strong>Email</strong></li><li>FIELD LABEL: <strong>Url</strong>; DATA TYPE: <strong>URL(255)</strong></li><li>FIELD LABEL: <strong>Vanilla Community Activity Name</strong>; DATA TYPE: <strong>Text(80)</strong></li><li>FIELD LABEL: <strong>Vanilla Record ID</strong>; DATA TYPE: <strong>Number(18,0) (External ID)</strong></li><li>FIELD LABEL: <strong>Vanilla User ID</strong>; DATA TYPE: <strong>Number(18,0)</strong></li></ul><div class="embedExternal embedImage display-large float-none"> <div class="embedExternal-content"> <a class="embedImage-link" href="https://us.v-cdn.net/6030677/uploads/2BHMTBTGOJ1L/create-sf-object.png" rel="nofollow noreferrer noopener ugc" target="_blank"> <img class="embedImage-img" src="https://us.v-cdn.net/6030677/uploads/2BHMTBTGOJ1L/create-sf-object.png" alt="User: "User: "create_SF_object.png""" height="180" width="320" loading="lazy" data-display-size="large" data-float="none" data-type="unknown" data-embed-type="image" srcset="https://us.v-cdn.net/cdn-cgi/image/fit=scale-down,width=10/https://us.v-cdn.net/6030677/uploads/2BHMTBTGOJ1L/create-sf-object.png 10w, https://us.v-cdn.net/cdn-cgi/image/fit=scale-down,width=300/https://us.v-cdn.net/6030677/uploads/2BHMTBTGOJ1L/create-sf-object.png 300w, https://us.v-cdn.net/cdn-cgi/image/fit=scale-down,width=800/https://us.v-cdn.net/6030677/uploads/2BHMTBTGOJ1L/create-sf-object.png 800w, https://us.v-cdn.net/cdn-cgi/image/fit=scale-down,width=1200/https://us.v-cdn.net/6030677/uploads/2BHMTBTGOJ1L/create-sf-object.png 1200w, https://us.v-cdn.net/cdn-cgi/image/fit=scale-down,width=1600/https://us.v-cdn.net/6030677/uploads/2BHMTBTGOJ1L/create-sf-object.png 1600w, https://us.v-cdn.net/6030677/uploads/2BHMTBTGOJ1L/create-sf-object.png"></img></a> </div> </div> <p>3. Save your object fields.</p><h3 data-id="step-3-create-the-salesforce-trigger">Step 3 - Create the Salesforce trigger</h3><p>A Salesforce Admin creates the trigger, <strong>SyncCommunityActivity</strong>, in your Salesforce account.</p><p>1. Create a trigger in Salesforce and name it <strong>SyncCommunityActivity</strong>.</p><p>🛑 <strong>IMPORTANT</strong>: The trigger name <strong>must exactly match</strong> (note the casing and absence of spaces) what appears above; otherwise, <em>the data sync will not work</em>.</p><p>2. Copy all of the lines of code from below and paste them in the <strong>App Trigger </strong>field.</p><pre class="code codeBlock" spellcheck="false" tabindex="0">trigger SyncCommunityActivity on Vanilla_Community_Activity__c (before insert) { Set<String> emailSet = new Set<String>(); Set<id> contactIds = new Set<id>(); for (Vanilla_Community_Activity__c ca : Trigger.new){ if (ca.Contact__c == null){ emailSet.add(ca.Email__c); }else{ contactIds.add(ca.Contact__c); } } List<Contact> con = new List<Contact>(); if (!emailSet.isEmpty()){ con = [SELECT Id FROM Contact WHERE Email = :emailSet Order by CreatedDate DESC Limit 1]; if (con.isEmpty()) { return; } contactIds.add(con[0].Id); } List<Contact> acc = [SELECT AccountId FROM Contact WHERE Id in :contactIds]; for(Vanilla_Community_Activity__c ca : Trigger.new){ if (ca.Contact__c == null){ ca.Contact__c = con[0].Id; } if (!acc.isEmpty()){ ca.Account__c = acc[0].AccountId; } } } </pre><div class="embedExternal embedImage display-large float-none"> <div class="embedExternal-content"> <a class="embedImage-link" href="https://us.v-cdn.net/6030677/uploads/BA62PV4R16CO/trigger-code-in-sf.png" rel="nofollow noreferrer noopener ugc" target="_blank"> <img class="embedImage-img" src="https://us.v-cdn.net/6030677/uploads/BA62PV4R16CO/trigger-code-in-sf.png" alt="User: "User: "Trigger code in Sf.png""" height="180" width="320" loading="lazy" data-display-size="large" data-float="none" data-type="unknown" data-embed-type="image" srcset="https://us.v-cdn.net/cdn-cgi/image/fit=scale-down,width=10/https://us.v-cdn.net/6030677/uploads/BA62PV4R16CO/trigger-code-in-sf.png 10w, https://us.v-cdn.net/cdn-cgi/image/fit=scale-down,width=300/https://us.v-cdn.net/6030677/uploads/BA62PV4R16CO/trigger-code-in-sf.png 300w, https://us.v-cdn.net/cdn-cgi/image/fit=scale-down,width=800/https://us.v-cdn.net/6030677/uploads/BA62PV4R16CO/trigger-code-in-sf.png 800w, https://us.v-cdn.net/cdn-cgi/image/fit=scale-down,width=1200/https://us.v-cdn.net/6030677/uploads/BA62PV4R16CO/trigger-code-in-sf.png 1200w, https://us.v-cdn.net/cdn-cgi/image/fit=scale-down,width=1600/https://us.v-cdn.net/6030677/uploads/BA62PV4R16CO/trigger-code-in-sf.png 1600w, https://us.v-cdn.net/6030677/uploads/BA62PV4R16CO/trigger-code-in-sf.png"></img></a> </div> </div> <p>3. Save the trigger.</p><h3 data-id="step-4-finalize-the-configuration-in-vanilla">Step 4 - Finalize the configuration in Vanilla</h3><p>A Salesforce Admin authenticates with Salesforce in the Vanilla Dashboard.</p><p>1. Access the Vanilla Dashboard and navigate to the Salesforce settings page (<strong>plugin/Salesforce</strong>).</p><p>2. Click the <strong>Configure Activity Sync</strong> button.</p><p>3. In the <em>Salesforce authentication</em> popup, click <strong>New authentication</strong>.</p><p>4. When the authentication completes, click the toggle (that displays in place the <strong>Configure Activity Sync</strong> button) to enable the integration.</p> </article> </main>