Connect your Salesforce account to Experience Platform using the UI
This tutorial provides steps on how to connect your Salesforce account and bring your CRM data to ÃÛ¶¹ÊÓƵ Experience Platform using the Experience Platform user interface.
Getting started
This tutorial requires a working understanding of the following components of Experience Platform:
-
Experience Data Model (XDM) System: The standardized framework by which Experience Platform organizes customer experience data.
- Basics of schema composition: Learn about the basic building blocks of XDM schemas, including key principles and best practices in schema composition.
- Schema Editor tutorial: Learn how to create custom schemas using the Schema Editor UI.
-
Real-Time Customer Profile: Provides a unified, real-time consumer profile based on aggregated data from multiple sources.
If you already have an authenticated Salesforce account, you may skip the remainder of this document and proceed to the tutorial on configuring a dataflow for CRM data.
Gather required credentials gather-required-credentials
The Salesforce source supports basic authentication and OAuth2 Client Credential.
You must provide values for the following credentials to connect your Salesforce account using basic authentication.
| table 0-row-2 1-row-2 2-row-2 3-row-2 4-row-2 5-row-2 | |
|---|---|
| Credential | Description |
| Environment URL | The URL of the Salesforce source instance. The format for environment URL is https://[domain].my.salesforce.com. |
| Username | The username for the Salesforce user account. |
| Password | The password for the Salesforce user account. |
| Security Token | The security token for the Salesforce user account. |
| API version | (Optional) The REST API version of the Salesforce instance that you are using. The value for the API version must be formatted with a decimal. For example, if you are using API version 52, then you must input the value as 52.0. If this field is left blank, then Experience Platform will automatically use the latest available version. |
For more information on authentication, refer to .
You must provide values for the following credentials to connect your Salesforce account using OAuth2 Client Credential.
| table 0-row-2 1-row-2 2-row-2 3-row-2 4-row-2 | |
|---|---|
| Credential | Description |
| Environment URL | The URL of the Salesforce source instance. The format for environment URL is https://[domain].my.salesforce.com. |
| Client ID | The client ID is used in tandem with the client secret as part of OAuth2 authentication. Together, the client ID and client secret enable your application to operate on behalf of your account by identifying your application to Salesforce. |
| Client secret | The client secret is used in tandem with the client ID as part of OAuth2 authentication. Together, the client ID and client secret enable your application to operate on behalf of your account by identifying your application to Salesforce. |
| API version | The REST API version of the Salesforce instance that you are using. The value for the API version must be formatted with a decimal. For example, if you are using API version 52, then you must input the value as 52.0. If this field is left blank, then Experience Platform will automatically use the latest available version. |
For more information on using OAuth for Salesforce, read the .
Once you have gathered your required credentials, you can follow the steps below to connect your Salesforce account to Experience Platform.
Connect your Salesforce account
In the Platform UI, select Sources from the left navigation to access the Sources workspace. You can select the appropriate category from the catalog on the left-hand side of your screen. Alternatively, you can find the specific source you wish to work with using the search option.
Select Salesforce under the CRM category, and then select Add data.
The Connect to Salesforce page appears. On this page, you can either use new credentials or existing credentials.
Use an existing account
To use an existing account, select Existing account and then select the account that you want to use from the list that appears. When finished, select Next to proceed.
Create a new account
To create a new account, select New account and provide a name and a description for your new Salesforce account.
Next, select the authentication type that you would like to use for your new account.
For basic authentication, select Basic authentication and then provide values for the following credentials:
- Environment URL
- Username
- Password
- API version (optional)
When finished, select Connect to source.
For OAuth 2 Client Credential, select OAuth2 Client Credential and then provide values for the following credentials:
- Environment URL
- Client ID
- Client secret
- API version
When finished, select Connect to source.
Skip preview of sample data skip-preview-of-sample-data
During the data selection step, you may encounter a timeout when ingesting large tables or files of data. You can skip data preview to circumvent the timeout and still view your schema, albeit without sample data. To skip data preview, enable the Skip previewing sample data toggle.
The rest of the workflow will remain the same. The only caveat is that skipping data preview may prevent calculated and required fields from being auto-validated during the mapping step, and you will then have to manually validate those fields during mapping.
Next steps
By following this tutorial, you have established a connection to your Salesforce account. You can now continue on to the next tutorial and configure a dataflow to bring data into Platform.