Connect your Salesforce Service Cloud account to Experience Platform using the UI

This tutorial provides steps on how to connect your Salesforce Service Cloud account and bring your customer success 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:

If you already have a valid Salesforce Service Cloud connection, you may skip the remainder of this document and proceed to the tutorial on configuring a dataflow for a customer success

Gather required credentials

In order to access your Salesforce Service Cloud account on Experience Platform, you must provide the following values:

Credential
Description
environmentUrl
The URL of the Salesforce Service Cloud source instance.
username
The username for the Salesforce Service Cloud user account.
password
The password for the Salesforce Service Cloud user account.
securityToken
The security token for the Salesforce Service Cloud user account.
apiVersion
(Optional) The REST API version of the Salesforce Service Cloud 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.

Connect your Salesforce Service Cloud account

Once you have gathered your required credentials, you can follow the steps below to link your Salesforce account to Experience Platform.

In the Platform UI, select Sources from the left navigation to access the sources workspace. The Catalog screen displays a variety of sources available on 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 Customer success from the list of sources categories and then select Add data from the Salesforce Service Cloud card.

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

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

Use an existing Salesforce Service Cloud 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 Service Cloud account

To use a new account, select New account and provide a name, description, and your Salesforce Service Cloud 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 Service Cloud account. You can now continue on to the next tutorial and configure a dataflow to bring Customer Success data into Experience Platform.

recommendation-more-help
337b99bb-92fb-42ae-b6b7-c7042161d089