Knowledge Base Article

Installing and configuring your Aurora/Salesforce integration

The following sections cover the step-by-step instructions for installing and configuring your Aurora/Salesforce integration:

Install Salesforce integration package

You must install the integration package in your Salesforce environment. Community Aurora supports v4.4 and v4.3 Salesforce integration connector versions and does not support previous versions (v1/v2/v3/v4). 

If your community was on Classic Communities and has recently migrated to Aurora Communities, you must migrate from Salesforce integration connector package v1/v2/v3/v4 to v4.3 / v4.4. To initiate the migration process, contact your Khoros account team. 

If you are a new customer to Aurora Communities and are installing the integration package for the first time in your Salesforce environment, refer to installing the Salesforce integration package.

Configure Salesforce integration in your Salesforce environment

After installing the Salesforce integration package, follow the steps below to configure various settings in the Salesforce environment:

  1. Configure remote site access
  2. Configure custom Salesforce settings
  3. Create a New Email Service
  4. Add a Federated Search component to the Salesforce sidebar
  5. Enable postback comment via Salesforce
  6. Reply to community members from Salesforce via private messages
  7. Modify Contact, Case, Solution, and Account Page Layouts and set up Reporting Dashboards

Configure Salesforce integration in your Community

  1. Enable SFDC package and configure the Salesforce.com integration in Khoros Community Admin 
  2. Enable and configure the private support Case Portal (Enhanced SFDC Offering)
  3. Set up Salesforce search components for your Community integration 
  4. Synchronize Community members with Salesforce.

After you've deployed your Aurora/Salesforce integration, you can:

Updated 10 days ago
Version 11.0
communities aurora
Integrations
Salesforce
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