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Discourse Salesforce Plugin

For more information, please see: https://meta.discourse.org/t/discourse-salesforce/218267

Updating existing Salesforce users

When a Discourse user is created, the plugin links them to an existing Salesforce Contact or Lead with the same email address. By default, it does not update the Salesforce record. Enable the salesforce_contact_sync_mode site setting to choose how existing Contact fields selected in salesforce_contact_sync_fields are synchronized. Description is selected by default and is set to the Discourse profile URL:

  • link_only only links the matching record and does not update it.
  • fill_blank populates selected fields only when they are empty in Salesforce.
  • overwrite replaces selected Salesforce field values with values from Discourse.
  • Email is only used to find the record and is not included in the default update payload.

Leads are linked but never updated. If multiple Contacts have the same email, the plugin skips linking and updating the ambiguous records when fill_blank or overwrite is selected.