Managed connector · CRM / Order Management
Salesforce
A managed CRM / Order Management connector for your SocialHub.AI loyalty program.
The core value of this integration
Salesforce activity, on the one verified member.
Bring Salesforce orders, customers and products onto the one verified member. Orders earn loyalty points by your program's own rules, returns claw them back, and your Salesforce customers resolve to the same member as your in-store and online shoppers.
What this product is
A quick word on Salesforce.
Salesforce is a cloud CRM platform used to manage customer accounts, contacts and sales activity; with its Order Management add-on it also records and services orders. For many retailers it is the system of record for the customer relationship and, increasingly, for orders.
What data the integration syncs
What flows in, and what it powers.
Orders → points
Every completed order earns loyalty points on its order total, following your program's own earn rules.
Returns → claw-back
A return or credit reverses the points from the original order, in proportion to what was refunded.
Customers → members
Salesforce customer accounts and contacts are matched to the same loyalty member by your own customer ID or email — never auto-created, and marketing consent stays off unless the member opts in.
Products → catalog
Your Salesforce product records, with their pricing, flow into the product catalog so personalization can work at the category and product level.
How the integration works
A managed connector — no code to build.
This is a managed connector you set up in-app under Settings → Data Sources — no engineering project, no custom middleware. Your team enters the connection details, checks it, and previews exactly what would land before anything goes live. It runs on the same governed, secure data pipe as every other source, and every record is matched to the right member — orders that arrive twice are only ever counted once.
Where it stands today
Fixture-validated: the connection is built and tested against Salesforce's published interfaces before you ever connect, then confirmed live at your first go-live. (Salesforce B2C Commerce is a separate integration, not part of this connector.)
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