How To Integrate AEM With Salesforce?

The world’s most-trusted customer relationship management (CRM) platform, Salesforce, aims at making sales, marketing, service, commerce, and IT teams of an organization 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. 

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

In this post, we will check out how it’s beneficial to perform AEM integration with Salesforce, the steps to integrate, how to configure AEM for the integration, and much more. 

Let’s get started. 

Benefits of AEM and Salesforce Integration

The extensive and bidirectional AEM integration with Salesforce allows organizations to: 

• Completely utilize and upgrade data that improve customer experience. 
• Increase engagement from marketing to sales activities. 
• Transmit and get data from a Salesforce datastore.

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 that 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.

Things To Consider While Integrating AEM with Salesforce

1. Review AEM’s Salesforce Cloud Connection documentation.
2. Develop your Connected App.

• 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. 

How Does Emizentech Help You?

Emizentech can be a game changer for seamless AEM integration with Salesforce. We have a team of AEM experts who assist businesses worldwide in delivering enhanced customer experience. 

Time to choose Emizentech to make the best out of AEM potential and Salesforce power to transform your business and boost your ROI. Connect with an AEM Consulting Partner and integrate AEM into Salesforce seamlessly. 

Key Highlights

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

Conclusion

AEM integration with Salesforce leads to varied benefits for all types of businesses. You can leverage its gains and let your organization catch up with new heights. 

You can perform the integration process belonging to the tech background. But, while conducting such integrations, other higher-valued jobs will hamper. A simple way to avoid this confusing situation is to hire an AEM Consulting company with years of experience serving clients worldwide.