Skip to main content Join us at TDX in San Francisco or on Salesforce+ on March 5-6 for the Developer Conference for the AI Agent Era. Register now.

#Integration221 discussing

Hi Trailblazers! 👋

For my start-up in sales consulting and sales research domain, I’m exploring the role of AI in sales and how sales professionals can enhance their skills to leverage AI effectively. I’d love to hear from experts and practitioners in this space!

Key Questions:

 

1️⃣ How is AI transforming the sales process, from lead generation to closing deals? 

2️⃣ What AI tools and platforms are most beneficial for sales professionals today? 

3️⃣ What 

key sales competencies

 are essential for effectively using AI in sales? (E.g., data-driven decision-making, CRM proficiency, prompt engineering, etc.) 

4️⃣ How can early-career sales professionals prepare themselves to work alongside AI-powered tools?

Would love to hear your thoughts, experiences, and recommendations! Let’s discuss how AI is shaping the future of sales. 

0/9000

Anyone have any experience with integrating Hyland (On Base) that can provide any feedback, positive or negative? I'm looking to see if integrating their widget is the best tool or if anyone has any other recommendations on other solutions that have worked for them.     

1 answer
0/9000

I am unable to connect my FullSandbox account to Trailblazer in order to install from App Launcher in FullSandbox.    

1 answer
0/9000

Hello, 

I am integrating Data Cloud with Commerce Cloud to utilize abandoned cart data, and I would like to understand the difference between the integration performed under the

Salesforce CRM option—selecting Salesforce CDP Salesforce Commerce—and the configuration under the Commerce Cloud / B2C Commerce option.

I have reviewed the following documentation, but the distinction remains unclear. 

https://help.salesforce.com/s/articleView?id=data.c360_a_connect_data_task_steps.htm&type=5

 

https://help.salesforce.com/s/articleView?id=data.c360_a_connect_commerce_cloud_instance.htm&type=5

 

 

 Thank you. 

pic1.png

 

 

1 answer
0/9000

Hello, 

I am trying to understand the benefit of Salesforce Everywhere in order to create on the fly data into the CRM. 

When I go to any website in order to create an account of if I go on LinkedIN for exemple on a potential Contact page, strictly no information is captured and I have to input it all manually or using copy/paste.  

Am I missing something ?  

TY 

 

SalesforceChromeIntegration.png

 

 

 

#Integration

1 answer
0/9000

My system is integrated through the "Notta" application in Connected Apps. Salesforce users can authorize their Salesforce accounts in my system, and my system can use the users' credentials to create records in the users' Salesforce accounts. Now, I want to ensure that after a user successfully authorizes my system, any changes they make to a contact in Salesforce trigger a notification to my system without requiring the user to perform any additional actions—just the initial authorization is needed. How can I achieve this? This should be similar to HubSpot’s app webhooks.     

 

@* Salesforce Developers * 

0/9000
4 answers
  1. Today, 10:21 AM

    I had a similar task some time ago, and we solved it with Skyvia Connect (https://skyvia.com/connect). It allows you to create an OData endpoint to MySQL to display MySQL data as an external object via Salesforce Connect. Hope it helps!

0/9000

Hi,    Wondering how the different schools are using Slate with their Salesforce instance. Any insight would be greatly appreciated.   

 

@* Salesforce Developers *

  

 @Higher Ed User Group

4 answers
  1. Yesterday, 10:34 PM

    At University of Massachusetts Amherst we have integrated Slate with Salesforce for grad school and online program recruitment use cases. The integration happens via Boomi. When an applicant submits in Slate, the integration pushes Contact and Application data to Salesforce. On the Salesforce side we try to match the Contact/Application up with an Opportunity (or create one if none exists) so that program staff can support applicants throughout the proces. Happy to talk more about this if you would like!

0/9000

For example, when a Zoom meeting invite is sent via email, and the recipient opens the link and signs in, their information should be captured and stored in a custom Salesforce object.

I have created a public site in Salesforce, enabled my Apex class through public access settings, and set up a webhook app in the Zoom Marketplace.

However, when I enter my public site URL in the Event Notification Endpoint URL section in Zoom, I receive the error: "URL validation failed. Try again later." 

My apex class: 

 

@RestResource(urlMapping='/zoomWebhook/*')global with sharing class ZoomWebhookHandler {    @HttpPost    global static void handleWebhook() {        RestRequest req = RestContext.request;        RestResponse res = RestContext.response;        try {            // Parse JSON request            String requestBody = req.requestBody.toString();            System.debug('Zoom Webhook Payload: ' + requestBody);            Map<String, Object> jsonMap = (Map<String, Object>) JSON.deserializeUntyped(requestBody);            Map<String, Object> payload = (Map<String, Object>) jsonMap.get('payload');            if (payload != null) {                String meetingId = (String) payload.get('id');                List<Object> participants = (List<Object>) payload.get('participant');                for (Object participantObj : participants) {                    Map<String, Object> participant = (Map<String, Object>) participantObj;                    String email = (String) participant.get('email');                    String userName = (String) participant.get('user_name');                    // Find the matching Contact                    List<Contact> contactList = [SELECT Id FROM Contact WHERE Email = :email LIMIT 1];                    if (!contactList.isEmpty()) {                        // Create a new Zoom Meeting record                        Zoom_Meeting__c zoomRecord = new Zoom_Meeting__c(                            Contact__c = contactList[0].Id,                            Meeting_ID__c = meetingId,                            Participant_Email__c = email,                            Participant_Name__c = userName                        );                        insert zoomRecord;                    }                }            }            // Respond with HTTP 200 OK            res.statusCode = 200;            res.responseBody = Blob.valueOf('{"message": "Success"}');        } catch (Exception e) {            System.debug('Error processing webhook: ' + e.getMessage());            // Respond with HTTP 400 Bad Request            res.statusCode = 400;            res.responseBody = Blob.valueOf('{"message": "Error: ' + e.getMessage() + '"}');        }    }

 

@* Salesforce Developers *

 

 

#Integration

1 answer
0/9000
I did not find any documentation on how to export files from salesforce. I see we can export Attachments using Dataloader. But does Dataloder support File export also?
4 answers
  1. Yesterday, 12:06 PM

    Salesforce doesn’t provide a straightforward way to export Files like it does with Attachments. If you're looking for an automated solution, Skyvia (https://skyvia.com/connectors/salesforce) can help export Salesforce data, including related file metadata, without coding. It’s a no-code platform with scheduling options, but for actual file content extraction, you might need additional scripting or API-based solutions.

0/9000