Salesforce
ÃÛ¶¹ÊÓƵ Experience Platform allows data to be ingested from external sources while providing you with the ability to structure, label, and enhance incoming data using Platform services. You can ingest data from a variety of sources such as ÃÛ¶¹ÊÓƵ applications, cloud-based storage, databases, and many others.
Experience Platform provides support for ingesting data from a third-party CRM system. Support for CRM providers include Salesforce.
IP address allow list
A list of IP addresses must be added to an allow list prior to working with source connectors. Failing to add your region-specific IP addresses to your allow list may lead to errors or non-performance when using sources. See the IP address allow list page for more information.
Field mapping from Salesforce to XDM
To establish a source connection between Salesforce and Platform, the Salesforce source data fields must be mapped to their appropriate target XDM fields prior to being ingested into Platform.
See the following for detailed information on the field mapping rules between Salesforce datasets and Platform:
Set up the Salesforce namespace and schema auto-generation utility
To use the Salesforce source as part of B2B-CDP, you must first set up a Postman utility to auto-generate your Salesforce namespaces and schemas. The following documentation provides additional information on setting up the Postman utility:
- You can download the namespace and schema auto-generation utility collection and environment from this .
- For information on using Platform APIs including details on how to gather values for required headers and read sample API calls, see the guide on getting started with Platform APIs.
- For information on how to generate your credentials for Platform APIs, see the tutorial on authenticating and accessing Experience Platform APIs.
- For information on how to set up Postman for Platform APIs, see the tutorial on setting up developer console and Postman.
With a Platform developer console and Postman set up, you can now start applying the appropriate environment values to your Postman environment.
The following table contains example values as well as additional information on populating your Postman environment:
CLIENT_SECRET{ACCESS_TOKEN}. See the tutorial on authenticating and accessing Experience Platform APIs for information on how to retrieve your {CLIENT_SECRET}.{CLIENT_SECRET}JWT_TOKEN{JWT_TOKEN}.{JWT_TOKEN}API_KEY{API_KEY}.c8d9a2f5c1e03789bd22e8efdd1bdc1bACCESS_TOKEN{ACCESS_TOKEN}.Bearer {ACCESS_TOKEN}META_SCOPEent_dataservices_sdk.ent_dataservices_sdkCONTAINER_IDglobal container holds all standard ÃÛ¶¹ÊÓƵ and Experience Platform partner provided classes, schema field groups, data types, and schemas. With regards to Marketo, this value is fixed and is always set to global.globalPRIVATE_KEY{PRIVATE_KEY}TECHNICAL_ACCOUNT_IDD42AEVJZTTJC6LZADUBVPA15@techacct.adobe.comIMSims-na1.adobelogin.com.ims-na1.adobelogin.comIMS_ORG{ORG_ID} information.ABCEH0D9KX6A7WA7ATQE0TE@adobeOrgSANDBOX_NAMEprodTENANT_IDb2bcdpproductiontestPLATFORM_URLhttp://platform.adobe.io/.http://platform.adobe.io/munchkinIdmunchkinId.123-ABC-456sfdc_org_id00D4W000000FgYJUA0has_abmfalsehas_msifalseRunning the scripts
With your Postman collection and environment set up, you can now run the script through the Postman interface.
In the Postman interface, select the root folder of the auto-generator utility and then select Run from the top header.
The Runner interface appears. From here, ensure that all the checkboxes are selected and then select Run Namespaces and Schemas Autogeneration Utility.
A successful request creates the B2B namespaces and schemas according to beta specifications.
Connect Salesforce to Platform using APIs
The documentation below provides information on how to connect Salesforce to Platform using APIs or the user interface: