WSO2 provides Connectors dedicated for the most popular business critical services that you will need such as SalesForce, Amazon, Twitter, Google, SAP & Microsoft Dynamics. You can simply download the required connector from the WSO2 Connector Store and plug it into your integration flow with just a few clicks. One such simple solution is exporting Salesforce leads to Google sheets. This lets you create your own Customer relationship management (CRM) system and a sales pipeline based on your email data. You can even use this information to send customized mailers to selected target groups. Lets take a look at how you can use the Salesforce SOAP connector to get details of new leads use the Google Spreadsheet connector to add that information to a spreadsheet. This is a pre-built solution. The required artifacts can be downloaded via the WSO2 Store. *You can even take a look at the source code here.
- To customize this solution for your own salesforce account, google docs, you have to configure the salesforce and google docs accordingly and obtain the required credentials.
- You can download the sample json file with default values. Update the json file with the credentials extracted in above step.
- You can deploy the solution in Integration Cloud using the artifacts downloaded in step1 and the environment variable json file modified in step3.
- Finally, to test this scenario create a new lead in Salesforce.