Customer Onboarding Automation

Created by IWConnect


This pattern is a customer onboarding use case that creates an automated data flow between a customer portal application and the Salesforce CRM platform, and then back to the customer portal application. Whether to kick off the customer experience journey or to initiate a lead management process, a common first step is to capture the first set of customer engagement information into a CRM system and create a record or opportunity.

Configuration

See this video for more information: Customer Onboarding Automation with SnapLogic - YouTube

Sources: Customer Portal
Targets: Salesforce
Snaps used: REST Get, Union, Mapper, Salesforce Create

Downloads

01_p1_CreateLead.slp (8.5 KB)