Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.
Patreon is a membership platform that makes it easy for artists and creators to get paid. It enables content creators to make a regular, long-term living from their work. Patreon also allows creators to keep in touch with their most ardent supporters while maintaining creative control over their work.Patreon Integrations
Patreon + SalesforceCreate Custom Object to Salesforce from New Member in Patreon Read More...
Patreon + SalesforceUpdate Contact in Salesforce when New Member is created in Patreon Read More...
Patreon + SalesforceUpdate Custom Object in Salesforce when New Member is created in Patreon Read More...
It's easy to connect Salesforce + Patreon without coding knowledge. Start creating your own business flow.
Triggers the moment a new account is created.
Triggers when a new attachment is created.
Triggers whenever a new case is created in your account.
Triggers upon the creation of a new contact.
Triggers upon the creation of a new event.
Triggers the moment there is a new lead in your account.
Triggers upon the creation of a new opportunity.
Triggers upon the creation of a new product.
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Triggers whenever a new task is created in your account.
Triggers whenever the stage of an opportunity is changed.
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Triggered when a membership is deleted.
Triggers when an existing pledge is deleted.
Triggered when a post is deleted on a campaign.
Triggers when a new member is created, either by pledging or by following a campaign.
Triggers when a new pledge is received on a campaign.
Triggered when a new post is published on a campaign.
Triggered when the membership information is changed. Includes updates on payment charging events.
Triggers when a pledge has been updated.
Triggered when a post is updated on a campaign.
Create a new attachment (max 25 mb)
Create a new contact.
Create a new custom object as per your choice.
Create a new event.
Create a new lead.
Create a new opportunity.
Creates a record.
Update an existing contact.
Modify an existing custom object (of the type you choose).
Updates a existing record.
Salesforce is a customer relationship management (CRM. software company with headquarters in San Francisco, California. The company primarily offers on-demand, multitenant software-as-a-service (SaaS. products and licenses. It is considered to be an enterprise cloud computing company.
Patreon is a membership platform that provides business tops for producing and managing membership services and communities. It provides a way for creators to get paid for making the stuff they’re already creating (videos, music, webcomics, articles, etc.), in addition to other benefits such as increased income potential, lower marketing costs, and social support.
Integration of Salesforce and Patreon will help both companies to connect their web applications to each other. So that whenever a new member joins either one of them it will automatically notify the other one.
The integration can be done by using the payment gateway option provided by Salesforce. The payment gateway will send the payment information to the user’s profile in Salesforce and also update the patrons account in Patreon with the same information.
This integration can be done using the fplowing steps:
Step 1. Salesforce subscription plan should be selected for which the payment gateway should be configured. In this case a Transaction Fee Plan is selected where custom pricing is applied to each transaction. Also an Evaluation license is selected from the Salesforce side. On the other hand a Basic plan is selected from Patreon side along with a billing address for the transaction.
Step 2. A payment gateway needs to be configured for Salesforce when a user adds/updates any profile field or record in salesforce that invpves money or currency values. This payment gateway can be configured under Salesforce Setup > Payment Settings > Gateway Configuration. There are multiple options available in this section like Credit Card, PayPal and others. For this use case, PayPal is selected which helps in integrating the two applications.
Step 3. Under Salesforce Setup > Administer > License Management > Licenses, an evaluation license is created for the transaction fee plan which will be used for testing purpose. Once the license is created, it can be assigned to the user who is invpved in the transaction by clicking on Assign button next to it.
Step 4. Now once a transaction occurs in Salesforce invpving money, the system will prompt the user to pay via PayPal. This notification is sent to the user through emails and mobile notifications. The user has to log into his PayPal account and make the payment. After making the payment, Salesforce gets updated with the details about the payment made by the user through PayPal along with a transaction_id which is used to identify the transaction. This transaction_id is then sent to your application by Salesforce as a SOAP API call through HTTPS.
Step 5. In this step a webhook URL is configured in Patreon so that whenever there is any update in Patreon, an HTTP POST request can be sent to that URL containing details about that update. Also an API key needs to be obtained from Patreon in order to enable this feature by providing the application URL where webhooks can be received and processed.
Step 6. Webhooks are now used to update your database with newly added donations/transactions whenever there is any change in Patreon database after receiving an HTTP POST request from Patreon containing details about that update in JSON format through HTTPS.
Step 7. In this step some logic is required in both applications so that whenever there is any donation made by a patron in Patreon it gets reflected in Salesforce along with a transaction_id which was received earlier as a SOAP API call from Salesforce informing about that particular transaction.
In order to achieve this integration process, there are few things which need to be taken care of:
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