Salesforce is a comprehensive tool for customer relationship management (CRM). You can connect Salesforce to Digistore24. This transfers contacts and orders to Salesforce.
To connect Salesforce to Digistore24, you need to set up an IPN connection for the target system Salesforce in Digistore24.
Note
Salesforce is a paid service. You can find more information here.
Requirements
- You already have a Salesforce account
- You know your Salesforce security token (Security Token)
If you don't know your security token yet, you can find a guide here.
Set up IPN connection
- Log into your Digistore24 account.
- Go to Settings > Integrations (IPN) in the vendor view.
- Click on the Add new connection button. An overview of the connections will now be displayed.
- Click on the Salesforce card. The input form will now open.
- Enter a Name. This is only visible to you.
- Select for which products an IPN should be sent in the For products field.
- Select whether an IPN should also be sent when the products are purchased as add-ons in the For add-ons field.
- You can select in which product languages an IPN should be sent in the For orders in these languages field.
- Select for which events an IPN should be sent in the Send notifications for field. Additional input fields will appear depending on what you select here.
- If applicable: You can select for which customer order events an IPN should be sent in the For order event field.
- If applicable: You can select for which affiliate partnership events an IPN should be sent in the For new affiliates field.
- Enter your Salesforce username.
- Enter your Salesforce password.
- Enter your Salesforce security token.
- Select whether the connection should be active immediately after saving in the Active field.
- Select under which conditions an IPN should be sent in the IPN notification is sent field.
- You can enter one or more email addresses in the Email address for error notifications field. If errors occur during IPN delivery, you will be notified via these email addresses.
- If you’ve created additional fields (master record fields/custom fields) in the target system: You can enter the names of the fields created in the target system to be filled with data submitted by Digistore24 in the Custom Fields, Customers to affiliates, Product, Address, and Amounts sections.
- Click on Save. The IPN connection is now set up.
Note
Use the Test connection button to check whether the IPN connection you have set up works and IPNs are transferred to the target system.
Tip
You can create multiple IPN connections for a target system and thereby cover different use cases. The use cases that are possible and sensible also depend on the target system.
Examples
- Data is to be transferred to multiple email lists or campaigns.
- When a payment is made, the customer should be added to an email list, and when a refund occurs, the customer should be removed from an email list.
- For certain products an IPN should only be sent for customer orders, for other products it should also be sent for affiliate partnerships.
Set up a separate IPN connection for each use case for the respective target system.