Certain aspects of the Zephr and Salesforce integration will require you to set up webhooks and triggers within Salesforce – for example, if you wish to update a User in Zephr when their corresponding Contact is updated in Salesforce.

Below is the URL and format that needs to be called when setting these up, along with a list of event names that can be called in order to trigger different events within Zephr. For information on how to add webhooks within Salesforce, consult the Salesforce Help Section.

URL and Format to Call:

/plugins/salesforce/webhooks?event={eventName}&code={secretCode}

createUser

This is used to create a user within Zephr when a Contact is registered within Salesforce. This will:

• Check Zephr for a Salesforce Contact’s Email
  • If found this will:
    • Update the Zephr User
    • Save the Salesforce ID to the Zephr User’s Extended Profile

• If not found this will:
  • Create a Zephr User
  • Save the Salesforce ID to the Zephr User's Extended Profile

Example:

{"Id":"<id>","Email":"<email>","<mapped_attribute_1>": "<mapped_attribute_1_value>",
    "<mapped_attribute_2>": "<mapped_attribute_2_value>",
    "<mapped_attribute_3>": "<mapped_attribute_3_value>"
    ...
}

So, for example, where FirstName and LastName are values in the mapping config (please see the example in ‘Salesforce Contacts to Zephr Users’ above), the body would look like so:

{
    "Id": "<id>",
    "Email": "<email>",
    "FirstName": "<first_name>",
    "LastName": "<last_name>"
}

updateUser

This is used to update a User within Zephr when the corresponding Contact is updated within Salesforce. This will:

• Map the Salesforce Product ID to a Zephr Product ID
• Check Zephr for the Salesforce Contact’s email
  • If found this will:
    • Purchase the Zephr Product
    • Update the Zephr User’s Extended Profile with Product Grants
  • If not found this will:
    • Create a Zephr User
    • Purchase the Zephr Product
    • Update the Zephr User’s Extended Profile with Product Grants

Example:

{"Email": "frank@zephr.com","contactId": "384975982743985234"}

Or

{"Id": "384975982743985234","Email": "frank@zephr.com","FirstName": "Frank","LastName": "Blaize","MailingStreet": "1 Frank Street","MailingCity": "London","MailingState": "","MailingPostalCode": "EC4A 2DQ","MailingCountry": "United Kingdom","Phone": "+441234567891","JobTitle": "Blaize","contactId": "384975982743985234"}

buyProduct

This is used to add a product grant to a Zephr User when a product or subscription is added to the corresponding Salesforce Contact – for example if an in-house sales teams makes a sale over the phone, and adds the customer’s subscription manually. This will:

• Map the Salesforce Product ID to a Zephr Product ID
• Check Zephr for the Salesforce Contact’s Email
  • If found this will:
    • Grant the user access to the Zephr Product
  • If not found this will:
    • Create a Zephr User
    • Grant the user access to the Zephr Product

Products to be purchased for a user can be submitted in 3 different ways: