Integration with Salesforce.com - Registration Page with Existence Check in SFDC

Question

Hi there! I am a complete greenhorn to AEM technology, on the other hand I possess extensive knowledge of SFDC.

From the documentation, I understood that it is fairly easy to create a connection from AEM to SFDC and create Leads or query and show data in AEM from SFDC.

The requirement of my project is the following: Users self-register to a database via a web page powered by AEM. If the input data has no match with the existing ACCOUNTS in Salesforce.com, then is the registration allowed and new record created in SFDC. If the input data delivered by user via web page registration page matches an already existing ACCOUNT (First Name, Last Name, Email) a warning is shown on the webpage and no data modification in SFDC happens.

Q1: Is this possible to deliver using AEM built-in features?

Q2: How can I specify the security level - visibility to all SFDC Accounts?

Thanks million times!

Lokesh_Shivalingaiah · Accepted Answer

Yes, OOB you can configure to connect AEM with Salesforce Leads. Refer [1] on how to integrate AEM with salesforce.

You can also refer [2] to map between AEM user with Salesforce leads.

As you are storing the Users in database for your web application (which is the right way), you will have to write a custom method to connect with Salesforce leads using REST APIs and check if the user already exists or not.

[1] https://docs.adobe.com/docs/en/aem/6-1/administer/integration/third-party-services/salesforce.html

[2] https://docs.adobe.com/docs/en/aem/6-1/administer/integration/third-party-services/salesforce.html#Mapping configuration between AEM user and Salesforce Lead

peter_gombos1 · Answer

Lokesh, many thanks for your post! In numerous pieces of documentation, I found only the reference to the supported integration of Salesforce LEADS. In my case scenario, we have Personal ACCOUNTS enabled in the Salesforce.com Org and need to build the integration on the ACCOUNT level - Is this also possible? Based on your post I believe so, but I would feel better if you can confirm my assumption! :) Thanks!

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