Salesforce.com provides a suite of products and services for customers to create, manage and run content through a variety of business areas, including Marketing, Sales and Support.
The Salesforce Platform integration via Verbis offers the ability to connect Phrase TMS.
Verbis is a Salesforce application that allows Salesforce Platform users to pass different content types for localization. A Marketing Cloud (or other Salesforce supported product) user, who is leveraging Verbis, will be able to take an email or website content and send it for localization.
Salesforce Platform:
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Salesforce Marketing Cloud
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Salesforce Experience Cloud
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Salesforce Knowledge
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Salesforce Digital Experience
Supported file formats:
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.XLIFF files from Salesforce
There are a number of use cases for the connector:
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TMS Project managers can add files directly to TMS projects from an online repository.
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Use automated project creation (APC) to have new projects automatically created when a change in the last modified date is detected for monitored files or a folder.
To connect the Verbis account to Salesforce Platform, follow these steps:
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From the Salesforce AppExchange, click on the tab on the sidebar.
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Ensure that the correct Salesforce Product is connected (as an example, ).
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Setup Translation Templates where Source and Target languages will be specified for the localization:
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Multiple templates can be created for different Salesforce products.
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From the Settings
page, scroll down to the section.
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Click on Connectors.
The page opens.
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Click New connector.
The page opens.
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Provide a name for the connection and change the Type to .
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Click Connect to Salesforce.
A checkmark will appear if the connection was successful. A red exclamation point will appear if it wasn't. Hover over the icon to see additional details.
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Click Save.
The connector is added to the list on the page.
To send content for localization within Salesforce, follow these steps:
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Ensure a localized file is prepared in the appropriate Salesforce Platform for the plan.
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From , click Verbis to open the application.
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From the menu, select New Translation.
The window opens.
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Select the Salesforce Platform that is to be translated from.
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Select an account from the dropdown list.
The folder list is presented.
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Select the required , and .
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Click Create.
The file is now ready to be pulled into Phrase.
Importing and Exporting Files into Phrase
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This can be done manually via the Import Jobs function or automatically using Automated Project Creation function.
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Once a file is localized within Phrase, depending on if working manually or through APC, its can be exported back into Salesforce.