A powerful CMS system and a top CRM solutions provider - put two and two together and you get what? A winning combo. A more efficient business operations and revenue growth.
A couple of years back we had a client request to integrate their company website running on Joomla CMS with their SalesForce CRM. At the time there were not much resources available online and everything had to be figured out by trial and error.
Here’s how we did it.
If you run a Joomla website and a SalesForce CRM, the best way to integrate the two together is to first add an extension called JoomForce. With JoomForce, contacts and leads generated from and by the site visitors are captured simply. Whatever data or form from the website will reflect directly into your SalesForce CRM.
First, download JoomForce extension here.
Once you finish downloading, login to SalesForce.com and click on the down arrow near your name and select Setup. Look for the App Setup category, expand Develop and click on API from the list.
You have to make sure you have the API in your SalesForce dashboard because you’d be going back there later on. After you made sure, proceed with installing JoomForce in your site.
This time login to your Joomla site admin and go to Extensions > Install/Uninstall. Upload the downloaded JoomForce file from your local directory. When upload completes a pop-up message must inform you that the installation was a success.
Now it’s time to configure SalesForce from JoomForce backend. Go to Components and choose JoomForce from the list, select Global settings and fill in all fields in the CRM settings like shown below:
Now what you need to do is to reset your Security token in SalesForce. In the SalesForce dashboard click on your name and select Setup from the dropdown options. In Personal Setup > click on Personal Information > click on Reset your Security Token.
The last steps would require you to replace what you call an API file inside your JoomForce component. If you don’t know what an API file is, don’t fret, you can still go through these last few steps in a breeze.
Go back to your SalesForce dashboard and check on API again on App Setup panel on the right and under Develop category.
Right click on the link Generate Partner WSDL under Partner WSDL and select Save as link. When you save this file use the file name: partner.wsdl.xml and make sure to set the file type as .xml as well.
When you finish downloading, copy the file. Then open your website root directory where JoomForce is installed.
Navigate through all the following folders:
- Administator folder > Components folder
- Select com_joomforce
- Open the SalesForce folder > Soapclient folder
In the Soapclient folder there should be a file with a similar name, partner.wsdl.xml file. This is the one that you need to replace. Click on this file then “paste” the previously downloaded one. When a pop-up appears, choose “Copy and Replace.”
This is just the first in our series of how-to guides on integrating a website with a CRM software. Be sure to check us again for upcoming posts.