Integration Hero
Connect™

Unify Sitecore & Salesforce: Power Your Customer-Centric Enterprise

Break down data silos and create a true Customer 360 with real-time integration between Sitecore's leading experience platform and Salesforce's powerful CRM. Automate workflows, personalize every touchpoint, and drive unparalleled business growth.

Get Pricing

See how it works
The Challenge

The Disconnect: Why Fragmented Sitecore & Salesforce Data Harms Your Business

In today's competitive digital landscape, a disjointed customer experience is a business killer. Without seamless integration between your eCommerce platform (Sitecore) and your CRM (Salesforce), critical customer data, order information, and marketing insights remain trapped in silos, leading to inefficiency and missed opportunities.

  • Inconsistent Customer Data Across Systems
  • Manual Order Entry & Delayed Fulfillment
  • Outdated Product Information & Inventory Discrepancies
  • Ineffective Personalization & Marketing Campaigns
  • Lack of a Unified Customer 360 View
Integration Diagram
Solution Illustration
The Solution

The Integrated Advantage: Seamless Sitecore & Salesforce Connectivity

Our AI-powered iPaaS solution is engineered to bridge the gap between Sitecore and Salesforce, creating a unified digital ecosystem where data flows freely and intelligently. We empower your business to automate critical workflows, achieve a genuine Customer 360, and deliver hyper-personalized experiences that drive conversion and loyalty.

  • Pre-built, configurable connectors for Sitecore and Salesforce.
  • Real-time, event-driven data synchronization.
  • Visual, low-code interface for workflow design.
  • AI-assisted data mapping and transformation.
  • Comprehensive error handling and monitoring.
Implementation Timeline

Go live with Sitecore + Salesforce in as little as 2–4 weeks.

A proven, repeatable implementation approach that minimizes risk while getting your team to value quickly.

1

Access Enabled

Secure connections established to both Sitecore and Salesforce, with credentials and environments confirmed.

2

Configuration & Mapping

Field mappings, business rules, and workflows configured using visual tools and pre-built templates.

3

Go Live

Launch production-ready integration with monitoring, alerting, and support in place—typically within 2–4 weeks.

Time to Value

2–4 weeks

Typical implementation window from access granted to production go-live for most Sitecore + Salesforce deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

Guided by Clarity experts with your team involved at key milestones.

Comprehensive Solution Details

  • Pre-built, configurable connectors for Sitecore and Salesforce.
  • Real-time, event-driven data synchronization.
  • Visual, low-code interface for workflow design.
  • AI-assisted data mapping and transformation.
  • Comprehensive error handling and monitoring.
  • Scalable architecture for high-volume transactions.

Technical Integration Details & Flow

Our integration solution facilitates seamless data exchange between Sitecore and Salesforce, built on an API-first, event-driven architecture. We leverage a robust iPaaS to orchestrate complex data flows, ensuring reliability, scalability, and security.

Data Flow Steps

1. Authentication & Connectivity: Secure OAuth 2.0 connections are established between the iPaaS and both Sitecore (via Sitecore Identity Server) and Salesforce (via Connected Apps).

2. Event Triggering: Sitecore events (e.g., xConnect events for contact updates, Commerce Engine events for orders/carts) and Salesforce events (e.g., Platform Events for record changes, Change Data Capture) are configured to trigger iPaaS workflows.

3. Data Extraction: The iPaaS uses respective APIs (Sitecore xConnect, Commerce Engine, Salesforce REST/SOAP) to extract relevant data based on the triggered event or scheduled query.

4. Data Transformation & Mapping: Extracted data is routed through the iPaaS's visual mapping engine. Here, AI-assisted transformations and business rules are applied to harmonize schemas and ensure data consistency between Sitecore and Salesforce entities.

5. Data Validation: AI-driven validation rules check for data quality, format errors, and business logic adherence before data is pushed to the target system.

6. Data Ingestion: The transformed and validated data is then pushed to the target system (Sitecore or Salesforce) using its respective APIs (e.g., Salesforce upsert, Sitecore xConnect batch operations).

7. Error Handling & Monitoring: Throughout the process, the iPaaS logs all transactions, handles transient errors with retries, routes persistent errors to dead-letter queues, and provides real-time monitoring and alerts.

Data Touchpoints

Sitecore: Customer/Contact (xDB), Order, Product, Cart, Personalization Profile
Salesforce: Account, Contact, Opportunity, Order, Product2, PricebookEntry, Lead, Case

"Sitecore (xDB/XC) --(xConnect Events/Webhooks)--> iPaaS --(Data Mapping, Transformation, AI Validation)--> Salesforce (CRM/Commerce) --(Platform Events/CDC)--> iPaaS --(Data Mapping, Transformation, AI Validation)--> Sitecore (xDB/XC). All flows are secured with OAuth 2.0 and TLS."

Pricing

Simple, transparent pricing for Sitecore + Salesforce.

Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.

Connect™ Plan

Clarity Connect

$595 /mo

Billed annually • Includes one production integration pair

  • Unlimited transactions and API calls within fair-use limits.
  • Visual workflow designer and reusable mapping templates.
  • Monitoring, alerting, and access to Clarity’s support team.
View full pricing & options
Innovative & Robust

How Middleware Integration Works

Benefits of Integrating Sitecore

Integrating Sitecore fosters greater efficiency and data accuracy. Automate your critical business processes to deliver consistently outstanding results.

Hover over the steps on the right to see detailed integration points.
Data Mapping

Core Entities & Intelligent Mapping

Our integration solution provides robust mapping capabilities for key entities, ensuring data consistency and integrity between Sitecore and Salesforce. AI-assisted mapping accelerates setup and reduces errors.

Customer / Contact

Represents an individual or organization interacting with Sitecore and Salesforce. This is crucial for personalization, order history, and marketing segmentation.

Sitecore Fields

CustomerId (xDB ID/Commerce ID) Email FirstName LastName Address Phone MarketingOptInStatus LoyaltyTier LastActivityDate

Salesforce Fields

Id (Contact/Account) ExternalID_c (Custom) FirstName LastName Email Phone MailingAddress BillingAddress Account.Name Contact.AccountId OptInStatusc (Custom) LoyaltyTier_c (Custom)

Mapping Notes

Sitecore's 'Customer / Contact' maps to Salesforce 'Contact' (for individuals) and 'Account' (for organizations). A custom 'ExternalID_c' field in Salesforce is essential to store the Sitecore CustomerId for unique identification and upsert operations. The integration supports bidirectional synchronization.

Next Steps

See Sitecore + Salesforce integration in action.

Explore a guided demo, start a sandbox integration, or speak directly with our solution architects about your specific use cases.

Start Free Trial Request Live Demo
Real-World Applications

Integration Use Cases

Explore how the integration behaves in real business scenarios, with clearly defined steps, outcomes, and execution patterns.

Real-time Customer Profile Synchronization

Achieve a unified view of your customers by ensuring their profiles, preferences, and interactions are consistently updated across Sitecore xDB (or Commerce) and Salesforce CRM. This enables truly personalized experiences and informed sales/service engagements.

Integration Steps:

  1. 0 Customer registers or updates profile on Sitecore website (triggers xConnect event).
  2. 1 iPaaS captures xConnect event in real-time.
  3. 2 iPaaS maps Sitecore Customer/Contact fields to Salesforce Account and Contact objects.
  4. 3 iPaaS performs an upsert operation in Salesforce using ExternalID_c (or email) to create new or update existing records.
  5. 4 Updates from Salesforce (e.g., sales rep modifies contact info) trigger Platform Event/CDC.
  6. 5 iPaaS captures Salesforce event and updates corresponding Sitecore xDB contact profile.
  7. 6 Sitecore leverages enriched profile for dynamic personalization and segmentation.

Business Outcome

Consistent customer data, accurate marketing segmentation, enhanced personalization in Sitecore, improved sales and service efficiency with a complete customer view.

Frequency

Real-time, bidirectional

Business Value

Key Integration Benefits

Discover the strategic advantages and business value of seamless integration between your systems.

Achieve True Customer 360
Unify Sitecore's behavioral data with Salesforce's transactional and CRM history for a complete, real-time view of every customer, enabling hyper-personalization across all touchpoints.
Automate Order-to-Cash Cycle
Seamlessly transfer Sitecore orders to Salesforce, triggering sales, fulfillment, and financial workflows without manual intervention, accelerating revenue recognition.
Enhance Personalization & Marketing
Leverage combined data to segment audiences more accurately, deliver targeted content in Sitecore, and launch highly effective campaigns from Salesforce, driving higher conversions.
Ensure Data Consistency & Quality
Eliminate data silos, reduce manual errors, and maintain a single source of truth for customer, product, and order information across Sitecore and Salesforce, supported by AI validation.
Boost Operational Efficiency
Automate repetitive tasks, streamline cross-functional workflows, and free up valuable resources, allowing your teams to focus on strategic initiatives rather than data reconciliation.
Accelerate Time-to-Market
With low-code/no-code capabilities and pre-built connectors, deploy new integration workflows rapidly, adapting quickly to evolving business requirements and market demands.
Strengthen Security & Compliance
Implement enterprise-grade security protocols, robust access controls, and comprehensive audit trails, ensuring data protection and regulatory compliance (GDPR, CCPA) across your integrated systems.
✨

Achieve True Customer 360

20%+ Increase in customer engagement

📋 What You Get

Unify Sitecore's behavioral data with Salesforce's transactional and CRM history for a complete, real-time view of every customer, enabling hyper-personalization across all touchpoints.

💼 Business Impact

This benefit directly contributes to 20%+ improvement in Increase in customer engagement, enabling your team to focus on high-value strategic initiatives.

Implementation Timeline

Go live with Sitecore + Salesforce in as little as 2–4 weeks.

A proven, repeatable implementation approach that minimizes risk while getting your team to value quickly.

1

Access Enabled

Secure connections established to both Sitecore and Salesforce, with credentials and environments confirmed.

2

Configuration & Mapping

Field mappings, business rules, and workflows configured using visual tools and pre-built templates.

3

Go Live

Launch production-ready integration with monitoring, alerting, and support in place—typically within 2–4 weeks.

Time to Value

2–4 weeks

Typical implementation window from access granted to production go-live for most Sitecore + Salesforce deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

Guided by Clarity experts with your team involved at key milestones.

Technical Documentation

API Endpoints & Data Logic

Technical details for developers and architects.

Method Endpoint Purpose
POST, GET, PUT /sitecore/api/ssc/commerce/shops/{shopName}/carts Manage shopping carts for abandoned cart workflows. Used to retrieve cart details for transfer to Salesforce.
POST, GET, PUT /sitecore/api/ssc/commerce/shops/{shopName}/orders Create new orders, retrieve existing order details, and update order statuses within Sitecore XC/OrderCloud. Critical for order-to-cash workflows.
GET /sitecore/api/ssc/commerce/shops/{shopName}/products Retrieve product catalog information, including details, pricing, and inventory from Sitecore XC/OrderCloud for synchronization with Salesforce Product2.
GET, POST, PATCH /sitecore/api/xconnect/{version}/odata/Contacts Interact with Sitecore xConnect to manage and retrieve contact profiles, interactions, and behavioral data for personalization and synchronization with Salesforce Contacts.
GET, POST, PUT, DELETE /sitecore/api/management/item/v1/items Manage content items and media library assets within Sitecore XM/XP via the Item Management API, potentially for product descriptions or marketing content.

⚡ Transformation Logic

  • Field Mapping: Map Sitecore `LoyaltyTier` to Salesforce `TierLevel_c`.
  • Data Type Conversion: Convert Sitecore `OrderDate` string to Salesforce `DateTime` format.
  • Conditional Logic: If Sitecore `OrderStatus` is 'Completed', set Salesforce `Status` to 'Activated'.
  • Data Enrichment: Populate Salesforce `LeadSource` with 'Sitecore Abandoned Cart' for specific flows.
  • Address Standardization: Use external service or iPaaS function to standardize shipping/billing addresses.
  • Currency Conversion: Automatically convert amounts if Sitecore and Salesforce operate in different base currencies, applying predefined exchange rates.

🛡️ Error Handling

  • Sitecore API Unavailability: Handled by automated retries with exponential backoff and circuit breakers to prevent overloading.
  • Salesforce Data Validation Errors: Messages routed to a dead-letter queue for manual review and reprocessing, with detailed error context.
  • Network Connectivity Issues: Automated retries with increasing delays ensure resilience against temporary network disruptions.
  • Data Mapping Failures: Alerts to integration team for review and adjustment of mapping rules, with potential AI-suggested corrections.
  • Duplicate Record Creation: Detected by unique external IDs or AI-driven deduplication logic, triggering merging or rejection based on configured rules.
Pricing

Simple, transparent pricing for Sitecore + Salesforce.

Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.

Connect™ Plan

Clarity Connect

$595 /mo

Billed annually • Includes one production integration pair

  • Unlimited transactions and API calls within fair-use limits.
  • Visual workflow designer and reusable mapping templates.
  • Monitoring, alerting, and access to Clarity’s support team.
View full pricing & options
Support & Information

Frequently Asked Questions

Common questions about integration implementation, security, and best practices.

General Integration FAQs

▸ What is the best way to integrate Sitecore with Salesforce?
The most effective approach is to use a modern iPaaS (Integration Platform as a Service). This leverages pre-built connectors for both Sitecore and Salesforce, low-code/no-code design, real-time event-driven architecture, and robust error handling to orchestrate complex workflows, far surpassing custom point-to-point integrations in scalability and maintainability.

Data Synchronization FAQs

▸ How does this integration handle customer data synchronization between Sitecore and Salesforce?
Our solution establishes a comprehensive bidirectional synchronization for customer profiles. Sitecore xDB contacts and Commerce customers are mapped to Salesforce Accounts and Contacts. Updates from either system trigger real-time synchronization via webhooks/xConnect events (Sitecore) and Platform Events/Change Data Capture (Salesforce), ensuring a unified and consistently up-to-date customer 360 view for both marketing and sales teams.
▸ Can I synchronize product catalog and inventory data bidirectionally between Sitecore and Salesforce?
Typically, product catalog and inventory synchronization flows unidirectionally from a designated master source (e.g., an ERP or PIM system) to both Sitecore and Salesforce to maintain a single source of truth. However, the iPaaS is flexible enough to orchestrate updates from Salesforce back to Sitecore for specific product attributes if Salesforce is deemed the master for those fields, ensuring consistency across all platforms for product information and availability.

Workflow Automation FAQs

▸ Can I automate order processing from Sitecore Commerce to Salesforce?
Absolutely. New orders placed in Sitecore Experience Commerce automatically trigger an iPaaS workflow. The iPaaS extracts all order details (header, line items, customer info), transforms the data to match Salesforce's schema, and creates corresponding Order records and OrderItems in Salesforce. This streamlines your order-to-cash process, reduces manual effort, and provides sales and service teams with immediate visibility into purchases.

AI & iPaaS FAQs

▸ How does AI enhance this Sitecore-Salesforce integration?
AI significantly enhances the integration by providing intelligent automation and proactive insights. This includes AI-driven anomaly detection for potential fraud in orders or data discrepancies, automated data mapping suggestions to accelerate setup, predictive insights for customer behavior to enrich personalization, smart routing of integration errors for faster resolution, and autonomous workflow execution based on learned patterns, leading to more resilient and efficient operations.

Security & Compliance FAQs

▸ What are the security considerations for integrating Sitecore and Salesforce?
Security is paramount. We implement robust measures including OAuth 2.0 for secure API authentication (Sitecore Identity Server, Salesforce Connected Apps), enforce TLS 1.2+ encryption for all data in transit, store API credentials in an encrypted vault, and strictly adhere to the principle of least privilege for integration users. Data privacy regulations like GDPR, CCPA, and PCI DSS (for payment data) are also fully observed throughout the integration lifecycle.

Marketing Automation FAQs

▸ How are Sitecore abandoned carts integrated with Salesforce for recovery?
When a customer abandons a cart in Sitecore, an event (either via Sitecore xConnect or a scheduled iPaaS check) triggers an automated workflow. This workflow extracts cart details and customer contact information, then creates or updates a Lead in Salesforce (or adds them to a specific 'Abandoned Cart' Campaign). This enables your sales and marketing teams to quickly launch targeted follow-up campaigns and nurture prospects back to conversion directly from Salesforce.

Performance & Scalability FAQs

▸ How do you handle API rate limits and ensure performance between Sitecore and Salesforce?
The iPaaS is engineered with built-in rate limit management for both Sitecore and Salesforce APIs. It employs advanced strategies such as intelligent queuing, batching (e.g., Salesforce Bulk API 2.0, Composite API), asynchronous processing (Platform Events, xConnect events), and adaptive throttling with exponential backoff. This ensures optimal performance, prevents exceeding API limits, and maintains system stability even during high-volume operations.
Implementation Timeline

Go live with Sitecore + Salesforce in as little as 2–4 weeks.

A proven, repeatable implementation approach that minimizes risk while getting your team to value quickly.

1

Access Enabled

Secure connections established to both Sitecore and Salesforce, with credentials and environments confirmed.

2

Configuration & Mapping

Field mappings, business rules, and workflows configured using visual tools and pre-built templates.

3

Go Live

Launch production-ready integration with monitoring, alerting, and support in place—typically within 2–4 weeks.

Time to Value

2–4 weeks

Typical implementation window from access granted to production go-live for most Sitecore + Salesforce deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

Guided by Clarity experts with your team involved at key milestones.

Pricing

Simple, transparent pricing for Sitecore + Salesforce.

Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.

Connect™ Plan

Clarity Connect

$595 /mo

Billed annually • Includes one production integration pair

  • Unlimited transactions and API calls within fair-use limits.
  • Visual workflow designer and reusable mapping templates.
  • Monitoring, alerting, and access to Clarity’s support team.
View full pricing & options
Next Steps

See Sitecore + Salesforce integration in action.

Explore a guided demo, start a sandbox integration, or speak directly with our solution architects about your specific use cases.

Start Free Trial Request Live Demo