Salesforce has many products with APIs and integrations, and there are also third-party services like Zapier that can pass information between Rebrandly and Salesforce.
Identify your Salesforce product
The Salesforce you use may have different interfaces, either Lightning Experience or Classic, and there are a variety of Salesforce products, including Marketing Cloud, Service Cloud, and many more. What version you use will affect how you connect to Rebrandly.
The first step in integrating Rebrandly with Salesforce is understanding what products and features you are using, and if those products have a built-in connection to Rebrandly.
How do I connect Salesforce to Rebrandly?
Salesforce is the more complex of the two systems, so the first step would be working with your Salesforce consultant or representative to understand your available options and how to set them up.
The following information can get you started down the right path and help you ask the right questions.
API integrations
Regardless of which versions or products you use, you can always build an integration using Rebrandly's API and a Salesforce API. Creating your own API integration will give you control over branded links and Salesforce data.
API integrations with Rebrandly are built by developers to do things like creating branded links in bulk and pulling metrics. With the right technical resources, any Salesforce product can be connected to Rebrandly.
Planning an API integration
Clearly communicate your needs with your developer or technical consultant.
Identify how you'd like your Salesforce product and Rebrandly to be connected.
We'd like to send branded links via SMS messages based on traffic routing.Document the data you need from each product.
Customer mobile phone number and country code. URL for the customer's order page. Branded link from Rebrandly.Describe the process you would like to have in place.
When a rep creates a queue of customer messages, include a Rebrandly branded link to each customer's orders.
With this information, your technical resource should be able to compare your requirements to what's available in the APIs and plan and build the API integration.
Integration services
Other options are services like Zapier, which provides a way to connect Rebrandly to other products. Check the availability of your Salesforce products there. You just might find something that fits your needs.