Umbraco and Salesforce Integration-Step by Step Guide

Umbraco is a powerful, open-source CMS that offers flexibility and customization for businesses to manage their digital content efficiently. On the other hand, Salesforce is a leading customer relationship management (CRM) platform that helps businesses streamline sales, marketing, and customer service operations. Integrating Umbraco with salesforce allows organizations to bridge the gap between content management and customer data, resulting in improved lead management, enhanced personalization, and optimized marketing strategies. this guide provides a step by step approach to seamlessly connect Umbraco CMS with Salesforce. Let's take a look at why Umbraco and Salesforce should be integrated.

Why Integrate Umbraco with Salesforce?

Integrating Umbraco and Salesforce offers several benefits:

• Centralized Data Management: Sync customer data between your CMS and CRM.
• Enhanced Personalization: Deliver personalized content based on customer insights from Salesforce.
• Improved Lead Management: Automate lead capture from your website to Salesforce.
• Optimized Marketing Strategies: Use Salesforce data to enhance Umbraco-based campaigns.

Prerequisites for Integration

Before starting, ensure you have this below list:

• A working Umbraco CMS installation.
• A Salesforce account with API access.
• API credentials for authentication including

Client ID,

Client Secret

Security Token

• Basic knowledge of C# and ASP.NET for Umbraco development.

Step 1: Configure Salesforce API Access

To interact with Salesforce, you need API access:

• Log in to Salesforce and navigate to Setup.
• Search for App Manager and click New Connected App.
• Fill in the required details:

Enable OAuth settings.

Set callback URL (e.g., https://yourdomain.com/oauth-callback).

Select OAuth scopes: Full access (full), Perform requests on your behalf (refresh_token, offline_access).

• Save and copy the Client ID and Client Secret.
• Generate and copy the Security Token from Salesforce settings.

Step 2: Install Required Umbraco Packages

To interact with Salesforce, install the required libraries:

Install-Package Newtonsoft.Json

Install-Package RestSharp

These packages will help with API requests and JSON parsing.

Step 3: Create a Salesforce Service in Umbraco

Create a new C# class to handle Salesforce API requests.

using RestSharp;

using Newtonsoft.Json;

using System;

using System.Threading.Tasks;

public class SalesforceService

{

private readonly string clientId = "YOUR_CLIENT_ID";

private readonly string clientSecret = "YOUR_CLIENT_SECRET";

private readonly string securityToken = "YOUR_SECURITY_TOKEN";

private readonly string username = "YOUR_SALESFORCE_USERNAME";

private readonly string password = "YOUR_SALESFORCE_PASSWORD";

private readonly string authUrl = "https://login.salesforce.com/services/oauth2/token";

public async Task GetAccessToken()

{

var client = new RestClient(authUrl);

var request = new RestRequest(Method.POST);

request.AddParameter("grant_type", "password");

request.AddParameter("client_id", clientId);

request.AddParameter("client_secret", clientSecret);

request.AddParameter("username", username);

request.AddParameter("password", password + securityToken);

var response = await client.ExecuteAsync(request);

var content = JsonConvert.DeserializeObject(response.Content);

return content?.access_token;

}

}

Step 4: Fetch and Send Data to Salesforce

Once authenticated, you can send and receive data from Salesforce.

Fetch Leads from Salesforce

public async Task GetLeads()

{

string accessToken = await GetAccessToken();

var client = new RestClient("https://yourinstance.salesforce.com/services/data/v52.0/query/?q=SELECT+Id,Name+FROM+Lead");

var request = new RestRequest(Method.GET);

request.AddHeader("Authorization", $"Bearer {accessToken}");

return response.Content;

}

Create a Lead in Salesforce

public async Task CreateLead(string firstName, string lastName, string email)

{

string accessToken = await GetAccessToken();

var client = new RestClient("https://yourinstance.salesforce.com/services/data/v52.0/sobjects/Lead");

var request = new RestRequest(Method.POST);

request.AddHeader("Authorization", $"Bearer {accessToken}");

request.AddHeader("Content-Type", "application/json");

var body = new { FirstName = firstName, LastName = lastName, Email = email, Company = "Test Company" };

request.AddJsonBody(body);

var response = await client.ExecuteAsync(request);

return response.Content;

}

Step 5: Integrate with Umbraco Forms (Optional)

If you are using Umbraco Forms, you can send form submissions directly to Salesforce.

• Go to Umbraco Forms.
• Create a new workflow to send data to Salesforce.
• Use the API methods above to push form data to Salesforce.

Step 6: Testing and Deployment

• Test API calls in a local or staging environment.
• Monitor API request logs for errors.
• Deploy the integration to production after validation.

Conclusion

Integrating Umbraco with Salesforce streamlines data synchronization, enhances customer engagement, and optimizes lead management. By following this guide, you can successfully connect both platforms and leverage their combined capabilities for business growth.

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