Ingest data using CRM source connectors

In this step, you will learn how to batch ingest data from CRM sources into Adobe Experience Platform’s Real-Time Customer Profile and data lake. You will explore the configuration of the source connector for Salesforce CRM using both the standard and template workflows. The standard workflow involves creating schemas and identity namespaces upfront, while the template workflow auto-generates necessary assets, saving time and effort. By the end of this step, you will understand how to set up data flows, map fields, and enable data for real-time customer profiles.

Standard workflow

Learn how to configure the source connector for Salesforce CRM using the standard workflow. The standard workflow requires upfront creation of schemas and identity namespaces. Other CRM source connectors may only support the standard workflow.

Template workflow (Salesforce)

Learn how to configure the source connector for Salesforce CRM using the template workflow. This workflow auto-generates assets needed for ingesting Salesforce data based on templates. It saves you upfront time, and the assets can be customized according to your needs. This workflow is not supported for all CRM source connectors.

You have now completed the module on ingesting data using CRM source connectors. With this knowledge, you can effectively manage data ingestion from CRM systems into Adobe Experience Platform, enhancing your ability to build comprehensive customer profiles.