How To Integrate AEM With Salesforce?

The world’s most trusted customer relationship management (CRM) platform, Salesforce, aims to make an organization’s sales, marketing, service, commerce, and IT teams perform collaboratively while being anywhere, which ensures boosted customer satisfaction everywhere. 

On the counterpart, AEM is an easy-to-use and robust CMS that allows the marketing team in a company to manage mobile and web content from a single platform. 

AEM integration with Salesforce bestows the brands with lead management capabilities, CRM potential, and varied unique traits that benefit organizations. 

In this post, we will delve into integrating AEM with Salesforce. We’ll explore the benefits of this integration, the steps involved, and how to configure AEM for seamless integration, among other vital aspects. 

Let’s get started.

Benefits of AEM and Salesforce Integration

Adobe Experience Manager (AEM) integration with Salesforce arrives with the following benefits:

• Personalized Customer Journeys: Using Salesforce, AEM can customize experience on websites. Targeted content holds power to resonate with every visitor, increasing engagement and conversions.
• Data-Driven Marketing Magic: Salesforce makes businesses powerful with customer insights that help customize marketing campaigns within AEM. It targets the right audience with a perfect message, boosting ROI and campaign effectiveness. 
• Streamlined Lead Flow: With AEM, you can effortlessly grab leads from website forms and send them directly to Salesforce. So, no need for manual data entry; quality leads are enough to let the sales team show their caliber. 
• Boost Efficiency and Improved Results: With AEM and Salesforce integration, you can experience your mundane jobs going automated, resulting in lead nurturing and campaign management. It frees your team to aim at strategic initiatives that drive success. 
• Unified Customer Viewpoint: This integration builds a unified customer viewpoint that gives the sales and marketing team a complete picture, helping them deliver personalized and consistent experiences at all touchpoints.  

These advantages will allow you to foster robust bonds with customers and show your business a pathway to success.

How to Integrate AEM With Salesforce?

First, we need to configure AEM to integrate with Salesforce.

Start with configuring a remote access application in Salesforce. Next, you need to configure Salesforce Cloud Service, which will point to this remote access application. 

Steps To Configure AEM:

Step 1:

In AEM, navigate to Cloud Services, then in Third-Party Services, in Salesforce, click Configure Now.

Step 2:

Create a new configuration, like a developer.

Note: The new configuration will take you to a new page: http://localhost:4502/etc/cloudservices/salesforce/developer.html. It’s the exact value you want to describe in the Callback URL while building the remote access application in Salesforce. These values should match.

Step 3:

Log into your Salesforce account (or create a new one at https://developer.force.com if you don’t have any.

Step 4:

In Salesforce, go to Create > Apps to get to Connected Apps.

(Note: In Salesforce’s former version, the step was Deploy > Remote Access).

Step 5:

Click New to connect AEM with Salesforce.

Step 6:

Enter the Connected App Name, API Name, and the Contact Email. In OAuth Settings, check the box of Enable OAuth Settings, enter the Callback URL, and add an OAuth scope.

Change the port number/server name and page name to match your configuration.

Step 7:

Click the Save button to save the Salesforce configuration. Salesforce creates a consumer key and secret, which AEM configuration requires.

Step 8:

In AEM, go to Cloud Services and then to the Salesforce configuration you created before. Click Edit and enter the Customer Key and Customer Secret from salesforce.com. 

Step 9:

Click Connect to Salesforce to connect. Allow Salesforce requests to connect configuration to your Salesforce.

A confirmation dialog in AEM will open, letting you know you have connected successfully.

Step 10:

On your website, go to the root page and click Page Properties. Next, click Cloud Services and add Salesforce and again click correct configuration.

Now, you are ready to go with the workflow model to post the leads to Salesforce and create data-accessing components.

Also Read: AEM and Adobe Commerce (Magento) Integration Using Commerce Integration Framework

Integrate Salesforce Cloud Services Into AEM

Next, let’s create a Salesforce connection in AEM.

• Open your AEM instance; click the main logo in the top left corner. 
• Tap the Tools icon, and select Deployment. 
• Select the Cloud Services card, scroll to the Salesforce section, and click Show Configurations. 
• Tap the [+] link visible next to Available Configurations and type the essential details and click Create. This opens a new page and modal for the Cloud Services Configuration. 
• Across the platform, create consistency by entering the name of the Connected App you created in Salesforce into the AEM Configuration modal’s, Title, and Name fields. Leave the modal open. 
• Navigate back to the Connected App page in Salesforce. 
• In Callback URL, the AEM URL with Administrator Access:

http://localhost:4502/etc/cloudservices/salesforce/testsalesforceconnect.html, where test salesforce connect is the title of your Cloud Services connection.

• Return to the Connected App page and paste the URL into the Callback URL field. 
• Click the Save button.
• From the Connected App record page, copy the Consumer Key.
• Navigate to the AEM modal and paste the Customer Key into the Customer Key field. 
• From the Connected App record page, copy the Consumer Secret.
• Navigate back to the AEM modal and paste the Customer Secret into the Customer Secret field. 
• Click Connect to Salesforce. You will reach a login screen for Salesforce. Log in to the suitable org and click Allow. A modal window will pop up, showing the success of the connection. Still, if you receive an error, wait 10 minutes and reattempt connecting. 
• Click Ok to save the setting. 

Things To Consider While Integrating AEM With Salesforce

Integrating AEM and Salesforce drives many benefits, but careful planning is essential to meet that edge. 

We have listed some key things you should consider before integrating AEM with Salesforce.

1. Data Mapping

First, define the data flow between the two platforms. You can map relevant fields in AEM forms to Salesforce objects. So forth, you will witness seamless and accurate transfer of customer details. 

2. Security and User Permissions

Establish strong access controls and user permissions for AEM and Salesforce, prioritizing data security. Thus, only authorized persons will have access to sensitive customer information. 

3. Single Sign-On (SSO)

Allow users to log in at once only and seamlessly access both platforms by implementing SSO. It will improve user experience and diminish login fatigue. 

4. Customization Requirements

Assess potential customization needs to develop custom interactions or workflows to connect AEM and Salesforce functionalities. 

5. Long-Term Maintenance

Stay consistent with routine bug fixes and updates to ensure seamless integration and optimal performance in a period. 

So, remember to consider these parameters to catch up with a smooth and successful AEM and Salesforce integration. It empowers businesses to attain their sales and marketing goals. 

How Does Emizentech Help You?

Emizentech is a game changer for providing smooth AEM integration with Salesforce. We have a team of AEM experts and certified Salesforce developers who assist businesses worldwide in delivering enhanced customer experience. 

By choosing Emizentech, you can maximize AEM and Salesforce’s potential to transform your business and boost your ROI. Connect with An AEM Consulting Partner and integrate AEM into Salesforce seamlessly.

Key Highlights of Emizentech

• AEM Consulting Partner
• Industry-best AEM experts.
• Leverage trending tools and technologies.
• Follow agile approach
• Have creative experience 
• Commitment to best quality

Conclusion

Integrating Adobe Experience Manager with Salesforce, a powerhouse twosome emerges that appears beneficial for businesses looking to enhance customer experience and boost their sales and marketing effectiveness. 

You Can Move Ahead with AEM Integration with Salesforce to Reap the Following Benefits:

• Seamless Lead Management 
• Personalized Content Delivery
• Data-Driven Marketing
• Streamlined Workflow
• 360-Degree Customer View

So, be all set to build a dynamic ecosystem that builds robust customer relationships, enhances sales and marketing efficiency, and drives business success. 

Hire a Salesforce consulting company with a proven track record and experience offering flawless AEM integration service with Salesforce.