Integration between Heap and Salesforce allows businesses to seamlessly connect and sync their customer data between these two powerful platforms. By integrating these systems, companies can gain a comprehensive view of their customers' interactions and behaviors, enabling them to make data-driven decisions and deliver personalized experiences. With Heap's advanced analytics and Salesforce's robust CRM capabilities, businesses can streamline their operations, improve sales and marketing efforts, and ultimately drive growth and success. This integration empowers organizations to harness the full potential of their data, optimize customer relationships, and stay ahead in today's competitive landscape.
This integration guide will walk you through the process of integrating Heap, a powerful analytics platform, with Salesforce, a leading customer relationship management (CRM) system. By integrating these two platforms, you can leverage the data collected in Heap to enhance your Salesforce workflows, reporting, and decision-making processes. This guide assumes you have a basic understanding of both Heap and Salesforce.
Before you begin the integration process, make sure you have the following prerequisites in place:
1. Access to Heap: Ensure that you have a Heap account with administrative access.
2. Access to Salesforce: Make sure you have a Salesforce account with administrative access.
3. Heap API Key: Obtain an API key from Heap. You can generate this key from your Heap account settings.
4. Salesforce API Access: Ensure that your Salesforce account has API access enabled. You can check this by going to Setup > Integrations > API Integration.
Follow the steps below to integrate Heap with Salesforce:
1. Log in to your Salesforce account and go to Setup.
2. In the Quick Find box, search for "App Manager" and select it.
3. Click on the "New Connected App" button.
4. Fill in the required details such as the connected app name, API name, contact email, and other relevant information.
5. Under the API (Enable OAuth Settings) section, check the "Enable OAuth Settings" box.
6. In the "Callback URL" field, enter a placeholder URL for now. We will update this later.
7. Under the "Selected OAuth Scopes" section, add the necessary scopes based on your integration requirements. At a minimum, include "Access and manage your data (api)" and "Perform requests on your behalf at any time (refresh_token, offline_access)".
8. Save the connected app.
1. Log in to your Heap account and go to the project where you want to set up the integration.
2. Navigate to the "Settings" tab and select "Webhooks".
3. Click on the "New Webhook" button.
4. In the URL field, enter the Salesforce endpoint where you want to receive the Heap data. This endpoint will be created later in Salesforce.
5. Select the events you want to trigger the webhook. For example, you can choose "Event Captured" to send Heap events to Salesforce.
6. Save the webhook.
1. In Salesforce, go to Setup and search for "Apex Classes".
2. Click on "New" to create a new Apex class.
3. Write an Apex class that handles the incoming Heap data from the webhook. This class should parse the data and perform the necessary actions in Salesforce. Refer to the Salesforce documentation for more details on writing Apex classes.
4. Save the Apex class.
5. In Salesforce, go to Setup and search for "Custom Settings".
6. Click on "New" to create a new custom setting.
7. Create a custom setting with a field to store the Heap API key. This key will be used to authenticate the Heap API calls.
8. Save the custom setting.
9. In Salesforce, go to Setup and search for "Sites".
10. Click on "New Site" to create a new site.
11. Configure the site with the necessary settings, including the URL path and the Apex class you created earlier.
12. Save the site.
1. In Salesforce, go to Setup and search for "App Manager".
2. Click on the connected app you created in Step 1.
3. Update the "Callback URL" field with the URL of the site you created in Step 3.
4. Save the changes.
1. In Heap, go back to the webhook you created in Step 2.
2. Update the URL field with the URL of the Salesforce endpoint you created in Step 3.
3. Save the changes.
1. Trigger Heap events that match the webhook criteria you set in Step 2.
2. Verify that the data is being received in Salesforce and processed by the Apex class.
3. Monitor the integration for any errors or issues.
Congratulations! You have successfully integrated Heap with Salesforce. Now you can leverage the data collected in Heap to enhance your Salesforce workflows, reporting, and decision-making processes. Remember to monitor the integration regularly and make any necessary adjustments as your requirements evolve.
