Salesforce Sales Cloud
Overview
To begin setting up your Sandbox or Production tenants of PeakCommerce, one of the initial steps is to integrate with a CRM system. This integration is necessary if you want to keep track of leads, customers, and sales in a CRM system. PeakCommerce offers integration with Salesforce, among other CRM systems.
To access the CRM Integrations page, go to Integrations > CRM. You can manage these settings by clicking the edit button at the bottom of the page.
Connecting
PeakCommerce connects to Salesforce through a Connected App using the OAuth 2.0 client-credentials flow. You create the Connected App in Salesforce, choose the Run As user whose identity the integration acts under, and enter three values into Integrations → CRM in PeakCommerce: the Login URL, the Consumer Key, and the Consumer Secret.
For the full, step-by-step setup — including how to choose the Run As user, and what the upcoming move from Connected Apps to External Client Apps means for you — see Connecting Salesforce with a Connected App.
What happens during the e-commerce journey
Once connected, PeakCommerce keeps Salesforce in step with the commerce lifecycle:
Lead creation: when a visitor enters their details during a signup journey, a Lead is created in Salesforce.
Conversion to account: when that visitor completes checkout, the Lead is converted into an Account (and Contact). The resulting Salesforce account ID can be recorded on the customer's billing account so the two systems stay linked.
In-app account creation: when a sales rep or customer service rep creates a new customer account in-app, the Account is created in Salesforce once the order is submitted.
All of these writes are performed as the Connected App's Run As user and are recorded in API Call Stats, so any rejected or failed Salesforce call stays visible for diagnosis rather than being hidden.
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