Documentation Experience Platform Source Connectors Guide

Connect your Salesforce account to Experience Platform using the UI

Last update: Mon Jul 24 2023 00:00:00 GMT+0000 (Coordinated Universal Time)

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This tutorial provides steps on how to connect your Salesforce account and bring your CRM data to Adobe 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

In order to authenticate your Salesforce account against Experience Platform, you must provide values that correspond to the following Salesforce credentials:

Credential

Description

environmentUrl

The URL of the Salesforce source instance.

username

The username for the Salesforce user account.

password

The password for the Salesforce user account.

securityToken

The security token for the Salesforce user account.

apiVersion

(Optional) The REST API version of the Salesforce instance that you are using. If this field is left blank, then Experience Platform will automatically use the latest available version.

For more information on authentication, refer to this Salesforce authentication guide.

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. The Catalog screen displays a variety of sources available in the Experience Platform sources catalog.

You can select the appropriate category from the catalog on the left-hand side of your screen. Alternatively, you can find a specific source using the search option.

Select CRM from the list of sources categories and then select Add data from the Salesforce card.

The sources catalog on the Experience Platform UI with the Salesforce source card selected.

The Connect to Salesforce page appears. On this page, you can either use new credentials or existing credentials.

Use an existing Salesforce 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.

A list of authenticated Salesforce accounts that already exist in your organization.

Create a new Salesforce account

To use a new account, select New account and provide a name, description, and your Salesforce authentication credentials. When finished, select Connect to source and allow for a few seconds for the new connection to establish.

The interface in which you can create a new Salesforce account by providing the appropriate authentication credentials.

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.

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