The Salesforce Connector can be used to deliver personalized content for end-users of your website. By using the integration, you can share data to Salesforce and with a little work, share data from Salesforce back to WCO.
Learn more about the Crownpeak Connectors in our Quick Start Guides attached below.
Salesforce Connector.pdf
This tutorial demonstrates how to create a connector between Crownpeak DXM and Salesforce CRM that will generate leads. It also shows how to set up a form using the Web Content Optimization (WCO) module to personalize content based on lead data.
Salesforce Live Agent Integration.pdf
In this Quick Start we will integrate Salesforce Live Agent with Crownpeak DXM, empowering editorial teams to choose when and where they want to place the Live Agent function in their sites.
Note: Currently, the Salesforce integration only works to inject data into the CRM. You can create personalisation rules around the lead data that is gathered by WCO or use our API to move data from Salesforce. Speak with your CSM or TAM if you have additional questions.
