Configure DNN Salesforce Bi directional Object Data Sync

Overview

The DNN Salesforce Integration module synchronizes your DotNetNuke (DNN) data with Salesforce objects/records and keeps both platforms updated in real time.
This guide will walk you through the steps to configure DNN – Salesforce Bi-directional Object Data Sync, ensuring seamless connectivity between your website and CRM.

Pre-requisites : Download And Installation

To configure Salesforce Sync with DNN, you will need to install the DNN Salesforce Integration module.

DNN Salesforce Object Sync along with seamless integrations with other portals and enterprise applications

Configuration Steps

Step 1: Configure Salesforce Application

Follow the steps below to connect to salesforce using manual/custom app.

• Go to Salesforce login page and login as an Administrator.
• You will be represented with the home screen of Salesforce.

• Navigate to the Setup tab.

• Under the PLATFORM TOOLS section, navigate to the Apps in the left menu.

• Under the Apps section, select “External Client App Manager” from the External Client Apps menu.

• In the same window, head to the top right corner and select the New External Client App to create a new Client Application.

• Enter the External Client App Name and Contact Email as shown below:

• Check the Enable OAuth checkbox under API (Enable OAuth Settings).

Connected App Name	Enter any name of your choice.
	NOTE: The Connected App Name can only contain underscores and alphanumeric characters. It must be unique, begin with a letter, not include spaces, not end with an underscore, and not contain two consecutive underscores.
API Name	Enter any name of your choice. By default it just copies the Connected App Name.
	NOTE: The API Name can only contain underscores and alphanumeric characters. It must be unique, begin with a letter, not include spaces, not end with an underscore, and not contain two consecutive underscores.
Callback URL	Enter your DNN Site URL.
	NOTE: Make sure that URL must be present in https:// format.
Contact Email	Enter any email of your choice.
Available OAuth Scopes	Select Manage user data via APIs (api) and Perform requests on your behalf at any time (refresh_token, offline_access) options.

• For the DNN site URL, navigate to the module’s Configure App tab under miniOrange Salesforce Integration Settings and copy the Redirect URI as shown below:

• Enter the Callback URL. (You can copy the Redirect URI from the Configure App tab in the plugin)
• Select the Manage user data via APIs (api) and Perform requests at any time (refresh_token, offline_access) scopes from the Available OAuth scopes as shown below.

• Under the Security section, make sure to disable the Require Proof Key for Code Exchange (PKCE) extension for Supported Authorization Flows checkbox. Refer to the image below:

• Save this app.

• You can access the Consumer Key and Secret under Settings -> OAuth Settings by clicking on the Consumer Key and Secret button as shown below:

• You might get a 2FA prompt depending on the login policies, enter the OTP or 2FA prompt if asked, to get Consumer Key and Consumer Secret which are necessary to enable a connection between Salesforce and DNN.

• Navigate to the DNN Salesforce Integration module.

• Under the tab Configure App, paste the Consumer Key and Consumer Secret from the Salesforce App.

Application ID	Paste the Consumer Key from Salesforce App.
Client Secrets	Paste the Consumer Secret from the Salesforce App.
Redirect URI	Enter the Callback URL from the Salesforce App.
Scopes	api refresh_token

• Click on Save Configuration.
• Click on Test and Authorize button. You will be prompted to enter your salesforce credentials, once entered, you will be asked for certain permissions, please click on Allow to connect to Salesforce.

• After clicking Allow, you will successfully connect to Salesforce. You will see the following screen confirming your connection to Salesforce.
• Click on Close to continue.

Step 2: Object Mapping

• Under the Object Mapping tab, you can click on the Add Object Mapping button to map a new Object.

• In the Mapping Configuration section, provide a unique name for the Mapping Label. Select the Salesforce Object and the corresponding DNN Object from the dropdown.

• These objects act as database tables where fields are mapped between Salesforce and DNN.

• After selecting the objects, configure the sync direction and choose whether records should be created or updated during synchronization.

Sync from DNN to Salesforce	Enables data to be pushed from DNN objects into Salesforce records.
Sync from Salesforce to DNN	Allows data from Salesforce objects to be pulled and stored in DNN.
Create records on Sync	Creates new records in the target system whenever new data is synced.
Update records on Sync	Updates existing records during sync to keep both systems in sync.

• Under Object Attribute Mapping, click the Add Attribute button to add new mappings. Select the Salesforce field present in your Salesforce Object and match it with the corresponding DNN attribute.

• Ensure all required fields are properly mapped.

• Once all the necessary fields are mapped, click the Save Object Mapping button to save your configurations. This will save your mappings and make them ready for syncing between Salesforce and DNN.

Step 3: Sync Options

A) One Time Pull

• Navigate to the Sync Options tab and under the One Time Pull section, click the Pull button to fetch the mapped object details from Salesforce into your DNN site.

• After clicking the Pull button, a confirmation popup will appear. To continue, click the Confirm button, and the one-time pull process will begin.

• If needed, you can stop the one-time pull at any point by clicking the Abort button to cancel the sync process.

• Once the sync is complete, a result popup will display the status, including the total records processed, created, updated, and failed.

B) One Time Push

• Navigate to the Sync Options tab and under the One Time Push section, click the Push button to send the mapped object details from your DNN site to Salesforce.

• A confirmation popup will appear. Click Confirm to push the data to Salesforce or Cancel to stop.

• Once the sync is complete, a result popup will display the status, including the total records processed, created, updated, and failed.

C) Schedule Sync

To automate the synchronization of your data between Salesforce and your DNN site, navigate to the Sync Options tab and select the Schedule Sync section.

• Toggle the switch to On for the desired mapping labels to enable syncing. Then, select the preferred sync frequency (Daily, Weekly, Monthly, or Custom) from the dropdown menu for each enabled sync.

• Specify the exact time at which the sync should occur (e.g., daily at a specific hour), ensuring the sync runs automatically at the most suitable time for your workflow.

• Click "Save Configuration" to apply the changes. If you'd like to generate a report of the sync configuration, click the "Report" button.

D) Realtime User Sync

• Navigate to the Sync Options section and select the Realtime Sync tab. Ensure that the Enable Realtime User Sync toggle is turned on to synchronize user data in real time between DNN and Salesforce whenever user records are created or updated in DNN.

• Turn on the Enable Real-Time Custom Object Pull toggle if you want to sync custom objects between DNN and Salesforce in real time.

• Once these settings are configured, click Save Configuration to apply the changes.

To configure Real-Time Custom Object Pull in DNN Salesforce Sync, please follow the detailed setup guide here.

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Get in Touch

Please reach out to us at dnnsupport@xecurify.com, and our team will assist you with setting up Salesforce integration in DNN. We will also help you choose the most suitable solution or plan based on your requirements.