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 v4.3 Salesforce integration and does not support previous versions (v1/v2/v3/v4). 

If you are an existing Community Classic customer who has recently migrated to Community Aurora, you must migrate from v1/v2/v3/v4 to v4.3 Salesforce integration. To initiate the migration process, contact your Khoros account team.

If you are a new customer to Community Aurora and are looking to install 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, you can 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 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 6 months ago
Version 10.0
communities aurora
Integrations
Salesforce
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