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Overview

The Salesforce connector enables financial institutions to integrate with Salesforce Customer Relationship Management (CRM). Providing a ready-to-use solution, the connector minimizes development effort, so that both banks’ customer service representatives and their customers can quickly benefit from Salesforce’s CRM capabilities. This connector integrates with the Salesforce API v56.0. Linking Salesforce APIs to the Grand Central Unified API Specification, the connector simplifies a secure Salesforce integration through pre-configured CRM interaction paths and clearly defined endpoints. This facilitates seamless, real-time synchronization and data management.

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Key Benefits

The connector empowers customer engagement by ensuring the retrieval of accurate and up-to-date customer data including email address, phone number, and postal address from Salesforce.

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Key Features

  • Real-time synchronization: Keep customer data synchronized across banking systems and Salesforce
  • Comprehensive customer records: Access complete Salesforce customer profiles
  • Contact information management: Retrieve and update email addresses, phone numbers, and postal addresses
  • Pre-configured integration: Ready-to-use CRM interaction paths through Grand Central Unified API
  • Standard and custom objects: Support for both standard Salesforce objects and custom entities
  • Secure integration: Clearly defined endpoints for secure data exchange

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How It Works

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Customer Data Synchronization

The connector enables bidirectional synchronization between your banking systems and Salesforce:
  1. Data Retrieval: Access customer information from Salesforce including:
    • Full name and profile details
    • Email addresses
    • Phone numbers
    • Postal addresses
    • Account information
    • Relationship history
  2. Data Updates: Update customer information in Salesforce:
    • Modify contact details
    • Update customer profiles
    • Add new customer records
    • Maintain relationship information
  3. Real-Time Access: Customer service representatives and downstream systems interact with the most up-to-date customer information at all times

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Integration Architecture

  • API Version: Salesforce API v56.0
  • Protocol: REST API
  • Authentication: OAuth 2.0 via Connected App
  • Data Format: JSON
  • Endpoint Access: Through Grand Central Unified API Specification
  • Objects: Standard Salesforce objects (Account, Contact, Lead, etc.) and custom objects

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Use Cases

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Customer Service Enhancement

Enable customer service representatives to access current customer information from Salesforce during customer interactions.

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Customer Profile Management

Retrieve and update comprehensive customer profiles including all contact details and relationship history.

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Contact Information Updates

Allow real-time updates to customer email addresses, phone numbers, and postal addresses with automatic synchronization.

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360-Degree Customer View

Combine banking data with Salesforce CRM data to provide a complete view of customer relationships.

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Marketing Campaign Integration

Synchronize customer data between banking systems and Salesforce for targeted marketing campaigns.

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Case Management

Integrate customer service cases from Salesforce with banking operations for comprehensive support.

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Sales Opportunity Tracking

Connect banking product opportunities with Salesforce sales pipelines.

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Configuration

Set up your Salesforce connector with:
  • OAuth 2.0 authentication: Configure Connected App in Salesforce
  • API credentials: Obtain client ID and client secret
  • API version selection: Configure for Salesforce API v56.0
  • Object permissions: Set appropriate permissions for objects
  • Endpoint configuration: Configure through Grand Central platform
  • Field mappings: Map Salesforce fields to Grand Central Unified API fields

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Supported Operations

Through the Grand Central Unified API Specification:
  • Retrieve customer data: Access customer profile information from Salesforce
  • Update customer information: Modify customer contact details and profile data
  • Search customers: Query Salesforce for customer records using various criteria
  • CRUD operations: Create, Read, Update, Delete operations on Salesforce objects
  • Complex queries: Execute SOQL queries for advanced data retrieval
  • Custom object access: Interact with custom Salesforce objects
  • Relationship management: Access and manage customer relationships
  • Real-time updates: Receive notifications of data changes

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Integration Benefits

  • Faster Time-to-Market: Pre-built connector eliminates custom Salesforce integration development
  • Reduced Development Effort: Ready-to-use solution minimizes implementation time
  • Real-Time Synchronization: Instant data updates across banking and CRM systems
  • Data Consistency: Ensure accurate customer information across all systems
  • Enhanced Customer Service: Representatives access current Salesforce data during interactions
  • Improved Customer Experience: Consistent data leads to better customer engagement
  • Secure Integration: Pre-configured secure paths protect sensitive customer data
  • Scalable Solution: Handle high-volume customer data synchronization
  • Flexible Configuration: Adapt to your institution’s specific Salesforce implementation
  • Standard and Custom Support: Work with both standard and custom Salesforce objects
  • BIAN Compliance: Standardized party management based on BIAN framework