Integrate with Salesforce to enable the following capabilities:

• Record delivery results in Lead and Contact activity histories
• Create orders using Salesforce Lead and Contact information (mapping)
• Set up automatic deliveries using Salesforce data such as Opportunities

Compatible Salesforce Editions

• Enterprise
• Unlimited

⚙️ Integration Process

1. Log in to SendWOW with your SendWOW account.

2. Select Settings > Team & Company Information tab.

3. Click the "Connect Salesforce" button, which will display the Salesforce login screen. Log in with the appropriate Salesforce account.

   ☝️ Please verify the following about the Salesforce account you're configuring

   • Required Permissions

     • Access to ID URL Service
     • Manage User Data via API
     • Execute Requests Anytime

   • Object Access Scope

     SFDC Object	Access Rights	Description
     Lead	Read/Edit	Reading lead information. Returning address information, etc.
     Contact	Read/Edit	Reading contact information. Returning address information, etc.
     Event	Create	Recording delivery information and QR response records.
     Task	Create	Creating tasks based on delivery and QR responses.
     Campaign	Read/Edit	Reading bulk delivery targets, etc.
     Account	Read	Reading account information.

   

   

   

   ※For details on API usage permissions, please check the following page: Salesforce API Permission Details

   About Salesforce API Permissions

4. After successful connection, a settings screen will appear. Check the four items under Connect and Connection Status, then save.

5. After integration, when a touch arrives or a QR code is scanned, activity records will be created in Salesforce.

   

   💡 The activity records notified from SendWOW are as follows:

   Activity Record	Description
   SendWOW-Order Creation	Record notified when an order is created
   SendWOW-Arrival History	Record notified when a touch arrives
   SendWOW-WOWLink Issuance	Record notified when a WOWLink is issued
   SendWOW-QR Response/Click History	Record notified when a QR code is scanned or when an issued URL is clicked

🔀 Field Mapping Configuration

⚙️Configuration Method

• You can configure field mapping from SendWOW's Salesforce Integration Settings Screen (fields are set by default, customize if necessary)

  • You can configure fields for Lead, Contact, and Account
  • You can set up custom fields as well, so select the appropriate fields that you use in your operations

  

  ※For details on mapping, please check:

  Synchronization Features for Salesforce

🔗 WOWLink Integration