Salesforce CRM Integration

Introduction

Salesforce CRM integration via Toollake allows businesses to automate lead generation, customer management, and account tracking seamlessly. This documentation provides step-by-step instructions on how to create leads, accounts, and customers, as well as retrieve information using the Salesforce module.

Prerequisites

• A valid Salesforce account.

• Salesforce username, password, and security token.

• Installed Groclake Toollake CRM Salesforce library.

Installation

Ensure you have Groclake installed in your environment:

pip install groclake

Initializing Salesforce Connection

To interact with Salesforce, instantiate the Salesforce class with the required credentials.

from groclake.toollake.crm.salesforce import Salesforce

sf = Salesforce(
    username="[email protected]",
    password="your_password",
    security_token="your_security_token"
)

Creating a Lead

A Lead represents a potential customer. Use the create_lead method to add a new lead.

lead_data = {
    "FirstName": "John",
    "LastName": "Doe",
    "Email": "[email protected]",
    "Company": "Tech Corp",
    "Phone": "1234567890"
}
lead_id = sf.create_lead(lead_data)
print(f"Successfully created lead with ID: {lead_id}")

Creating an Account

An Account represents a business entity.

account_id = sf.create_account(
    company_name="New Tech Solutions",
    industry="Technology"
)
print(f"Successfully created account with ID: {account_id}")

Creating a Customer (Contact)

A Customer is represented as a Contact in Salesforce.

customer_data = {
    "FirstName": "Jane",
    "LastName": "Smith",
    "Email": "[email protected]",
    "Phone": "9876543210",
    "Company": "Innovation Labs",
    "Industry": "Research"
}
customer_id = sf.create_customer(customer_data)
print(f"Successfully created customer with ID: {customer_id}")

Fetching a Lead

Retrieve a lead using an email identifier.

lead = sf.fetch_lead("[email protected]")
print(f"Found lead: {lead['FirstName']} {lead['LastName']}")

Fetching an Account

Retrieve an account by company name.

account = sf.fetch_account("Tech Corp")
print(f"Found account: {account['Name']}")

Fetching a Customer

Retrieve a customer using an email identifier.

customer = sf.fetch_customer("[email protected]")
print(f"Found customer: {customer['FirstName']} {customer['LastName']}")

Fetching All Leads for a Company

Retrieve all leads associated with a company.

company_leads = sf.fetch_account_leads("Tech Corp")
print(f"Found {len(company_leads)} leads for Tech Corp")

Fetching All Customers for an Account

Retrieve all customers linked to an account.

account_customers = sf.fetch_account_customers(account['Id'])
print(f"Found {len(account_customers)} customers for {account['Name']}")

Validation Cases & Error Handling

Invalid Email Format

invalid_lead = {
    "FirstName": "John",
    "LastName": "Doe",
    "Email": "invalid.email",  # Invalid email format
    "Company": "Tech Corp",
    "Phone": "1234567890"
}
sf.create_lead(invalid_lead)

Invalid Phone Number

invalid_phone = {
    "FirstName": "John",
    "LastName": "Doe",
    "Email": "[email protected]",
    "Company": "Tech Corp",
    "Phone": "123"  # Too short
}
sf.create_lead(invalid_phone)

Missing Required Fields

incomplete_data = {
    "FirstName": "John",
    "Email": "[email protected]",  # Missing LastName
    "Company": "Tech Corp",
    "Phone": "1234567890"
}
sf.create_lead(incomplete_data)

Conclusion

The Salesforce CRM Integration using Toollake simplifies lead, customer, and account management with a structured API. By following the examples above, you can easily integrate Salesforce into your workflows, automate CRM tasks, and optimize business processes.