Salesforce Website Integration Simplified 101

on CRMs, Sales, Sales Analytics, Salesforce, Salesforce Einstein, salesforce records, Tutorials, WebEx • September 30th, 2021 • Write for Hevo

Do you want to get your Website information automatically into your Salesforce CRM? Then, all you need is to understand the Salesforce Website Integration. Salesforce is the number one Customer Relationship Management tool. Salesforce holds all the details of the customers. Instead of manual entry of these customer details from websites, Salesforce Website Integration automated this process. By Salesforce Website Integration, you can directly store all your customer details from websites in your Salesforce CRM. This will provide you interesting insights about your customer purchasing behaviours, triggers to retain your customers, create a trustworthy environment for your customers, and many more.

In this blog, you will be introduced to Salesforce and its key features. You will understand the purpose behind the Salesforce Website Integration. The different ways of Salesforce Website Integration are discussed. One method of Salesforce Website Integration is elaborated with steps. The connection requirements and benefits of Salesforce Website Integration are add-ons.

Table of contents

Introduction to Salesforce

Salesforce Website Integration: Salesforce logo
Image Source: Wikipedia

Salesforce is a cloud-based Customer Relationship Management (CRM) tool that is designed to support companies in managing their Sales and Customer related data. You can use the Salesforce CRM without any technical background as it is easy to set up and manage. It has redefined the relationship between businesses and their customers by developing a more meaningful connection between them. By providing a single view for each of your client interactions, Salesforce CRM can give you unique insights into the customer’s journey and at the same time empower you with tools that can enhance your customers’ experience.

Also, Salesforce is Cloud-based, which implies that it can provide high flexibility and scalability to its users. Salesforce is the ultimate solution for your business as it provides all the necessary elements for your business on an automation platform with embedded intelligence.

Key Features of Salesforce

Salesforce is one of the most widely used CRM tools and the following features are responsible for its immense popularity:

  • Ease of Setup: Unlike other CRMs, which on average take up to nearly a year to get installed and deployed, Salesforce can be set up from scratch and be deploy ready within few weeks only.
  • Straightforward: Businesses don’t have to spend much time training their employees for using this CRM. It is quite straightforward and does not require much training or technical experience.
  • Customizable: Salesforce’s specialty lies in the customization that it offers. Users can customize this CRM tool according to their business requirements. This particular feature plays a huge role in Salesforce’s immense popularity.
  • Account Planning: Salesforce supplies you with enough insights about each Lead so that your Sales Team can tailor-make their approach for every potential Lead. This will surely increase their probability of success and the customer will also get a personalized experience.
  • Accessibility: Salesforce being a Cloud-based software, is accessible from all remote locations if you have a working internet connection. Moreover, Salesforce offers an application for mobile phones thus making it super convenient for the users.

Purpose of Salesforce Website Integration

Salesforce Website Integration enhances your productivity and boosts your results. This Salesforce Website Integration allows you to capture the user data from the website and store it in your Salesforce CRM. The main purpose of Salesforce Website Integrations for e-commerce sites is to understand and track customer behavioral patterns. You can plan the triggers to attract and pull customers to purchase your product from your e-commerce sites.

Salesforce Website Integration will leverage your business and establish a trustworthy relationship with your customers. You can gather all your customer information in one place. A complete overview of your customer and their habits will help you plan more effectively. You can provide better services to your customers depending upon their habits and practices.

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Ways of Salesforce Website Integration

There are various ways to integrate your Website into salesforce. Here are few ways in which Salesforce Website Integration can be possible.

Salesforce Website Integration: Web-to-Lead forms

This is the easiest way to connect your Website to Salesforce. This Salesforce function helps you to create an HTML contact form using the default or customized Salesforce fields. You must decide whether to leave the user on the same page where they are filling it, or to redirect the URL to another page.

Using the Web-to-Lead forms function generates code automatically based on your preferences. You need not be very proficient in programming, it is enough to just place it as a page on your Website. The entire process of forwarding the information from the submitted field is automated. The only drawback of this function is the absence of human verification. But you can overcome this by using Google Captcha via a snippet of Javascript code.

Salesforce Website Integration: Live Chat assistance

Salesforce Website Integration with live chat assistance will leverage your business by providing customers the right support at the perfect time needed. This service will be mostly used by companies who provide a 24/7 service like logistics and medicine.

To integrate live chat into your Salesforce website, you can utilize the Onmi-Channel feature. This feature connects clients from various websites or applications to your chat console at the customer support agent end. You can use Einstein Chatbot for collecting the primary data for better assistance. A combination of chatbot and human service will enhance the benefit of the live chat assistance integration in a Salesforce-powered Website.

Salesforce Website Integration: with Tracking

You can perform Salesforce Website Integration with an option for custom tracking on your website. You can transfer this tracking data to Salesforce using an API. With this facility, it is possible for you to track the number of products that your customer has checking on your website. This Salesforce Website integration can also view the login sessions to track the activity of your customer, based on which you can use the customer’s primary information to plan personalized marketing promotions for them.

You can integrate content management websites like WordPress, Drupal and etc easily with Salesforce using some famous tools like Zapier, Gravity, and Brilliant Web-to-Lead Builder. All these tools will enable you to set yo the flow based on trigger actions, which will forward the data to your Salesforce based on your Salesforce database.

Salesforce Website Integration: Building Websites with Salesforce

You can also build the website directly with Salesforce, instead of integrating various functions one by one. This is the method explained in the steps below. You can use the Salesforce Site feature to create websites easily with pick and place tools. This does not require any additional third-party platforms or any additional profiles for visitors. You can manage all other permissions separately and the security of your CRM is left untouched. It is really simple to create pages with Javascript and PHP. You can customize the page colors, logos, style, and brand identity. The free domain name from Salesforce is an add-on.

You can also build the website directly with Salesforce, instead of integrating various functions one by one. This is the method explained in the steps below. You can use the Salesforce Site feature to create websites easily with pick and place tools. This does not require any additional third-party platforms or any additional profiles for visitors. You can manage all other permissions separately and the security of your CRM is left untouched. It is really simple to create pages with Javascript and PHP. You can customize the page colors, logos, style, and brand identity. The free domain name from Salesforce is an add-on.

Connection Requirement for Salesforce Website Integration

One connection requirement for Salesforce Website Integration is the developer API. the developer API requires technical knowledge to implement it. The practical applications of the developer API include,

  • This developer API provides you an option to download the linking files hosted in Salesforce’s document management from the website.
  • The developer API creates a link between the customer website account and their Leads record in Salesforce.
  • It ensures consistency in pushing and pulling updates between the Website and Salesforce
  • This developer API collects email signups on the website.

Steps in Salesforce Website Integration

Step1: For Salesforce Website Integration, you must first create a website on the Force.com platform.

Step2: The next step is to Enable the Site. For this, you must login into your Salesforce account and enter Salesforce Sites in the Quick find bar.

 Salesforce Website Integration: Enable the Site in Salesforce
Image Source: janbask

Step3: In the Salesforce Sites setup, enter the URL of the website that you want to integrate. Before this, Ensure the availability of the domain. The domain name should be in yourorganizationname.force.com format.

 Salesforce Website Integration: Setup sites in Salesforce
Image Source: janbask

Step4: Once the domain name is available and you get the success message, select the ‘Register My force.com Domain‘ to register your domain. If the domain name is not available, you must type the same again and repeat the process.

 Salesforce Website Integration Registering domain in Salesforce
Image Source: janbask

Step5: After enabling the site, the next process is to create a Site. You must create a site for the domain that you have registered in Salesforce. For this, select the Salesforce Sites option, and you can see the available force.com sites there. Now start adding contents like Site label, description, name, contact details, settings and etc to these domains. Finally, click on the Save button to save your changes.

 Salesforce Website Integration: Domain sites
Image Source: janbask

Step6: The next step is to Configure the Data Access. For this type ‘Organization-Wide Defaults‘ is in the box under set up. Configure the data access according to your need.

 Salesforce Website Integration: Organization-Wide Defaults
Image Source: janbask

Step7: You must set the object permissions to end the process. Be careful while setting the profile object permissions.

Step8: The final step is to test and activate the site. For this, set the default time zone and activate your site to make it public.

 Salesforce Website Integration: Sites in Salesforce
Image Source: janbask

After completing all these steps, try to access the URL from any browser to check if the integration is successful.

Benefits of Salesforce Website Integration

The benefits of Salesforce Website Integration include,

  • Collect entire customer data in one place: Salesforce Website integration helps you to collect the entire customer details and customer purchasing patterns in one place.
  • Improved Online Sales: You can improve your company’s online sales by strategizing a personalized marketing plan based on customer details.
  • Customer Retention: You can identify triggers and retain your customers and gain their trust.
  • Produce powerful Insights: Salesforce Website integration gains you meaningful and managed reports. These insights will help you craft and structurize your decisions.
  • Enhanced Productivity: You can tackle the errors with manual entry of data by Salesforce Website integration. This enhances the overall productivity of your company.

Conclusion

From this blog, you would now appreciate the purpose of Salesforce Website Integration. You would have learnt about the steps and connection requirements in Salesforce Website Integration. You would have had a brief introduction about Salesforce and its key features. The different ways of Salesforce Website Integration will be clear now.

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