Customer Relationship Management (CRM)

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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Next Identity Connect is designed to be extended to support new—and custom—vendors. Contact us to discuss solutions to meet your integration requirements.

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 as emailAddress, 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"
        }
}