Lead management is an essential part of any business, and it's important to have a system that allows you to manage leads effectively. Many companies use Salesforce as a popular customer relationship management (CRM) software to manage their information. However, if you're using Laravel for your web development, you may wonder how to integrate Salesforce's lead management into your Laravel application.
Forrest alias for Laravel >=5.5. For earlier versions, add the service provider and alias to your config/app.php file:3. ConfigurationYou will need a configuration file to add your credentials. Publish a config file using the artisan command:This will publish a config/forrest.php file that can switch between authentication types and other settings.After adding the config file, update your .env to include the following values (details for getting a consumer key and secret are outlined below):4. SetupCreating authentication routesIn this case, we will use the Web Server authentication flow5. Basic usageAfter authentication, your app will store an encrypted authentication token which can be used to make API requests.Query a record:Sample result:If you are querying more than 2000 records, your response will include the following:Call Forrest::next($nextRecordsUrl) to return the next 2000 records.Here's an example of how to retrieve all leads from Salesforce:6. Create Leads in SalesforceIn addition to retrieving leads from Salesforce, you can also create new leads in Salesforce using the API. Here's an example of how to create a new lead in Salesforce7. Update a Salesforce leadUpdate a record with the PUT method; if the external Id doesn't exist, it will insert a new one.ConclusionIn this blog post, we've explored how to integrate lead management from Salesforce to Laravel successfully. Following these steps, you can leverage Salesforce's powerful lead management capabilities in your Laravel application. With access to the Salesforce API, you can retrieve, create, and update leads in Salesforce, providing a seamless experience for your team and customers.