Integrations

Salesforce Platform (TMS)

Content is machine translated from English by Phrase Language AI.

Available for

  • Enterprise plan

Get in touch with Sales for licensing questions.

Available for

  • Enterprise plan (Legacy)

Get in touch with Sales for licensing questions.

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:

  • Salesforce Marketing Cloud

  • Salesforce Experience Cloud

  • Salesforce Knowledge

  • Salesforce Digital Experience

Supported file formats:

  • .XLIFF files from Salesforce

Use Cases

There are a number of use cases for the connector:

  • TMS Project managers can add files directly to TMS projects from an online repository.

  • 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.

    Salesforce & Verbis Settings

    To connect the Verbis account to Salesforce Platform, follow these steps:

    1. From the Salesforce AppExchange, click on the Verbis Admin tab on the sidebar.

    2. Ensure that the correct Salesforce Product is connected (as an example, Market Cloud).

    3. Setup Translation Templates where Source and Target languages will be specified for the localisation:

      1. From Translation Templates, click New.

      2. Provide a name for the template.

      3. Select a Source Language.

      4. Add an optional description.

      5. Select a Work Type (as an example, Market Cloud).

    4. Multiple templates can be created for different Salesforce products.

    Phrase TMS Settings

    1. From the Settings Setup_gear.png page, scroll down to the Integrations section.

    2. Click on Connectors.

      The Connectors page opens.

    3. Click New.

      The Create page opens.

    4. Provide a name for the connection and change the Type to Salesforce Verbis.

    5. 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.

    6. Click Save.

      The connector is added to the list on the Connectors page.

    Using the Integration

    To send content for localisation within Salesforce, follow these steps:

    1. Ensure a localised file is prepared in the appropriate Salesforce Platform for the plan.

    2. From Salesforce.com, click Verbis to open the application.

    3. From the Translation Projects menu, select New Translation.

      The New Translation Project window opens.

    4. Select the Salesforce Platform that is to be translated from.

    5. Select an account from the dropdown list.

      The folder list is presented.

    6. Select the required Template, Target Language and Due Date.

    7. Click Create.

      The file is now ready to be pulled into Phrase.

    Importing and Exporting Files into Phrase

    • This can be done manually via the Import Jobs function or automatically using Automated Project Creation function.

    • Once a file is localized within Phrase, depending on if working manually or through APC, its can be exported back into Salesforce.

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