Ingest data using CRM source connectors

In this step, you will learn how to batch ingest data from CRM sources into Experience Platform's Real-Time Customer Profile and data lake. You will explore the standard workflow for configuring a source connector for Salesforce CRM, which involves creating schemas and identity namespaces. Additionally, you will discover how to use templates to auto-generate assets needed for ingesting Salesforce data, saving time and effort. By the end of this step, you will be able to configure data flows and ensure that your CRM data is ready 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 in Experience Platform. You should feel confident in setting up data flows and preparing CRM data for real-time customer profiles. Thank you for participating, and good luck with your future data integration projects!