Customer Relationship Management (CRM)
Connect to your preferred CRM vendors
Next Identity offers seamless integration with popular CRM vendors, ensuring that your enterprise can effectively manage customer relationships and synchronize data from identity providers.
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Salesforce Integration
Salesforce is a Connect integration that synchronizes data from an identity provider into Salesforce. It receives Security Event Tokens (SETs), interprets the event data, retrieves the appropriate data from the source, and sends it to Salesforce.
Configuration with Akamai Identity Cloud
Next Identity's Salesforce integration requires Akamai Identity Cloud Webhooks v3. The integration will receive an event, retrieve profile details and send those details to a downstream Salesforce instance. The connector will listen to ADD
, UPDATE
, and DELETE
events and retrieve profile details via the /entity
endpoint.
Behavior
- Salesforce Connect listens to
ADD
,UPDATE
,DELETE
events from Akamai Webhooks v3, retrieves profile details from Akamai (if needed) and sends information to the downstream Salesforce instance. - Salesforce Connect verifies the signature of the webhook event.
- The downstream Salesforce instance will receive a schema and mapping that it is expecting. For example, it may only want
email
,givenName
,familyName
. Those attributes may be mapped to a different name such asemailAddress
,firstName
,lastName
. - The Salesforce mapping stores per customer > environment > client ID. The mapping will only exist at the environment level but should have the ability to be set at the client level.
- The Salesforce mapping stores which events to send and which attributes to map.
- Salesforce Connect responds with the appropriate status code to Akamai so that
resend
capability will remain intact. If webhooks are received, but Salesforce Connect cannot reach Salesforce, it responds to Akamai with an error.
Sample Mapping
{
"type": "salesforce",
"instance": "UNIQUE_KEY",
"mapping": {
"uuid": "SF_KEY",
"email": "SF_KEY",
"givenName": "SF_KEY",
"familyName": "SF_KEY",
"created": "SF_KEY",
"emailVerified": "SF_KEY",
"lastLogin": "SF_KEY",
"lastUpdated": "SF_KEY"
}
}
Updated 11 months ago