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:
Initializing Salesforce Connection
To interact with Salesforce, instantiate the Salesforce
class with the required credentials.
Creating a Lead
A Lead represents a potential customer. Use the create_lead
method to add a new lead.
Creating an Account
An Account represents a business entity.
Creating a Customer (Contact)
A Customer is represented as a Contact in Salesforce.
Fetching a Lead
Retrieve a lead using an email identifier.
Fetching an Account
Retrieve an account by company name.
Fetching a Customer
Retrieve a customer using an email identifier.
Fetching All Leads for a Company
Retrieve all leads associated with a company.
Fetching All Customers for an Account
Retrieve all customers linked to an account.
Validation Cases & Error Handling
Invalid Email Format
Invalid Phone Number
Missing Required Fields
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.
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