Overview
Unleash the solutions provided by the team of HIC Global Solutions and learn how we helped our client achieve real-time syncing between the Klaviyo form and Salesforce.
What You Need to Know
The client wanted the development of real-time integration between Salesforce and Klaviyo forms to automate contact and account creation whenever a Klaviyo form is submitted to his Shopify store. The client also wanted to import legacy data from the previous Klaviyo form submissions into Salesforce.
Why It Matters
The integration streamlines customer data management by automatically creating Salesforce contacts from Klaviyo form submissions. It makes sure that relevant business email domains are used. Importing legacy data, on the other hand, encourages continuity in customer engagement, improving overall efficiency.
What HIC Did
Our team created JSON and added the fields to transfer from Klaviyo forms to Salesforce, and later, tested the field in the Sandbox setting. Additionally, we developed an Apex Webservice Class for managing the JSON data and added a new object called “Error Logs”. And, there is more.
Overview
Unleash the solutions provided by the team of HIC Global Solutions and learn how we helped our client achieve real-time syncing between the Klaviyo form and Salesforce.
What You Need to Know
The client wanted the development of real-time integration between Salesforce and Klaviyo forms to automate contact and account creation whenever a Klaviyo form is submitted to his Shopify store. The client also wanted to import legacy data from the previous Klaviyo form submissions into Salesforce.
Why It Matters
The integration streamlines customer data management by automatically creating Salesforce contacts from Klaviyo form submissions. It makes sure that relevant business email domains are used. Importing legacy data, on the other hand, encourages continuity in customer engagement, improving overall efficiency.
What HIC Did
Our team created JSON and added the fields to transfer from Klaviyo forms to Salesforce, and later, tested the field in the Sandbox setting. Additionally, we developed an Apex Webservice Class for managing the JSON data and added a new object called “Error Logs”. And, there is more.
About the Client
Original Favorites is a clothing brand that caters to a wide range of businesses looking for luxury brands for customization and decoration purposes. Their products include sweats, t-shirts, and knit beanies made from Supima Cotton Fabric, Merino Wool, and Organic Cotton Fibers.
About the Client
Original Favorites is a clothing brand that caters to a wide range of businesses looking for luxury brands for customization and decoration purposes. Their products include sweats, t-shirts, and knit beanies made from Supima Cotton Fabric, Merino Wool, and Organic Cotton Fibers.
Challenges Faced
The client encountered several challenges while seeking to integrate Klaviyo forms with Salesforce for improved data management. Below are the key challenges faced by the client:
Real-Time Integration
The client needed to establish a seamless real-time connection between Salesforce and Klaviyo forms to enhance data accuracy.
Automated Contact Creation
There was a requirement to automatically create Salesforce contacts and accounts from submitted Klaviyo forms, complicating data entry processes.
Business Account Specification
The client wanted to ensure that only business accounts were created, necessitating specific validation criteria during account setup.
Email Domain Filtering
The requirement to avoid common email domains like gmail.com and outlook.com posed a challenge for accurately identifying legitimate business accounts.
Legacy Data Import
The client faced the task of importing existing legacy data from Klaviyo form submissions into Salesforce, requiring careful migration strategies
Challenges Faced
The client encountered several challenges while seeking to integrate Klaviyo forms with Salesforce for improved data management. Below are the key challenges faced by the client:
Real-Time Integration
The client needed to establish a seamless real-time connection between Salesforce and Klaviyo forms to enhance data accuracy.
Automated Contact Creation
There was a requirement to automatically create Salesforce contacts and accounts from submitted Klaviyo forms, complicating data entry processes.
Business Account Specification
The client wanted to ensure that only business accounts were created, necessitating specific validation criteria during account setup.
Email Domain Filtering
The requirement to avoid common email domains like gmail.com and outlook.com posed a challenge for accurately identifying legitimate business accounts.
Legacy Data Import
The client faced the task of importing existing legacy data from Klaviyo form submissions into Salesforce, requiring careful migration strategies
Challenges Faced
The client encountered several challenges while seeking to integrate Klaviyo forms with Salesforce for improved data management. Below are the key challenges faced by the client:
They were facing issues with
- Real-Time Integration
- Automated Contact Creation
- Business Account Specification
- Email Domain Filtering
- Legacy Data Import
The client needed to establish a seamless real-time connection between Salesforce and Klaviyo forms to enhance data accuracy.
There was a requirement to automatically create Salesforce contacts and accounts from submitted Klaviyo forms, complicating data entry processes.
The client wanted to ensure that only business accounts were created, necessitating specific validation criteria during account setup.
The requirement to avoid common email domains like gmail.com and outlook.com posed a challenge for accurately identifying legitimate business accounts.
The client faced the task of importing existing legacy data from Klaviyo form submissions into Salesforce, requiring careful migration strategies
Solutions Offered by HIC Global Solutions
Klaviyo Form Setup
Identified the necessity of setting up a Klaviyo flow to transmit JSON-formatted data directly to Salesforce, enabling seamless data transfer upon form submissions.
JSON Creation
Developed the JSON structure and specified the fields required for transfer from Klaviyo to Salesforce, and performed JSON testing in the sandbox environment, verifying its functionality and troubleshooting various issues.
Created Custom Field Mapping
Established custom settings for mapping fields between Klaviyo forms and Salesforce, providing flexibility for the user to adjust these mappings later based on evolving business needs.
Batch Class for Legacy Sync
Developed a batch class that leveraged the custom field mapping to efficiently synchronize legacy data from Klaviyo into Salesforce, ensuring a comprehensive data set.
Error Logs Object
Introduced an “error logs” object within Salesforce to systematically record any errors that occur during the creation of records, along with detailed information on the causes, aiding in troubleshooting and resolution.
Solutions Offered by HIC Global Solutions
Klaviyo Form Setup
Identified the necessity of setting up a Klaviyo flow to transmit JSON-formatted data directly to Salesforce, enabling seamless data transfer upon form submissions.
JSON Creation
Developed the JSON structure and specified the fields required for transfer from Klaviyo to Salesforce, and performed JSON testing in the sandbox environment, verifying its functionality and troubleshooting various issues.
Created Custom Field Mapping
Established custom settings for mapping fields between Klaviyo forms and Salesforce, providing flexibility for the user to adjust these mappings later based on evolving business needs.
Batch Class for Legacy Sync
Developed a batch class that leveraged the custom field mapping to efficiently synchronize legacy data from Klaviyo into Salesforce, ensuring a comprehensive data set.
Error Logs Object
Introduced an “error logs” object within Salesforce to systematically record any errors that occur during the creation of records, along with detailed information on the causes, aiding in troubleshooting and resolution.
Solutions Offered by HIC Global Solutions
The solutions which we offered to them
- Klaviyo Form Setup
- JSON Creation
- Created Custom Field Mapping
- Batch Class for Legacy Sync
- Error Logs Object
Identified the necessity of setting up a Klaviyo flow to transmit JSON-formatted data directly to Salesforce, enabling seamless data transfer upon form submissions.
Developed the JSON structure and specified the fields required for transfer from Klaviyo to Salesforce, and performed JSON testing in the sandbox environment, verifying its functionality and troubleshooting various issues.
Established custom settings for mapping fields between Klaviyo forms and Salesforce, providing flexibility for the user to adjust these mappings later based on evolving business needs.
Developed a batch class that leveraged the custom field mapping to efficiently synchronize legacy data from Klaviyo into Salesforce, ensuring a comprehensive data set.
Introduced an “error logs” object within Salesforce to systematically record any errors that occur during the creation of records, along with detailed information on the causes, aiding in troubleshooting and resolution.
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