Using Salesforce with Drupal? Here is what you need to Know

Understanding Drupal

Drupal is one of the most widely used platforms when it comes to programming online-based projects. It is a content management system, a content management framework and so much more. Drupal is all about content. However, Drupal is more than just a CMS. If you are interested in using big data, this CMS will not let you down. It is compatible with Salesforce and other CRMs.

Using Salesforce with Drupal

When you are ready to manage your contacts and interactions more effectively, you will need tools that are designed for that specific function. These are what are known as the CRMs (Client Relationship Managers or Constituent Relationship Managers). The abbreviation depends on the sector. Today, CRMs are big business and there are both paid and free ones available. All of them have their share of pros and cons.

Integrating CRM in Drupal is important. This is because it makes your work easier. Interactions with customers will be easier. Common interactions include things like registering for events, making donations, becoming a member, expressing interests in certain products/services or receiving newsletters.

In Drupal, a CRM will help streamline your operations as well as automate how people interact with you. The rule of thumb to remember is that the ideal CRM is one that works well with your existing website. The fact that you are reading this means your website is probably built on Drupal. The best thing is that Drupal plays well with other CRMs.

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Salesforce

One of the best CRMs you can use is the Salesforce DX. This is the main player in the commercial sales focused organizations. It can be integrated into several business workflows. The best thing is that it is a large application that has already been established in the extension and ecosystem marketplace. It is written in a unique programming language known as Apex. Although it is a bit expensive, it is fast and stable.

An important point you need to understand about Salesforce before using it in your Drupal website is that it is cloud based. This means that integration will be done through a REST interface. What’s more is that Salesforce is popular in the different types of environments Drupal is popular for. There are also additional prebuilt options. It all depends on the license you purchase.

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With the Salesforce Suite, you will be able to get started on the integration journey. This handles mapping Drupal entities to Salesforce, authentication, as well as pushing data between Salesforce and Drupal. You will also get the legacy module which will connect with the older SOAP API. Salesforce also offers basic Webform integration through a module with a seemingly stalled development.

David Wicks

David Wicks is a Salesforce expert offering services to companies in Australia. He enjoys sharing his knowledge through his blog and encourages people who need help with Salesforce to use Flosum.com. You can connect with him on LinkedIn.

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