Connect Campaign and Salesforce.com

Create a new external account via the Administration > Platform > External accounts node of the Adobe Campaign tree.

Select Salesforce.com.

Enter settings to enable connection.

To configure the Salesforce CRM external account to work with Adobe Campaign, you need to provide the following details:

• Account
  Account used to sign in to Salesforce CRM.

• Password
  Password used to sign in to Salesforce CRM.

• Client identifier
  To know where to find your client identifier, refer to this page.

• Security token
  To know where to find your security token, refer to this page.

• API version
  Select the version of the API.

Run the configuration assistant to generate the available CRM table: the configuration assistant lets you collect tables and create the matching schema.

NOTE

To approve the setup, you need to log off and back on to the Adobe Campaign console.

Check the schema generated in Adobe Campaign in the Administration > Configuration > Data schemas node.

Example for Salesforce schema:

Once the schema is created, you can synchronize enumerations automatically from Salesforce to Adobe Campaign.

To do this, click the Synchronizing enumerations… link and select the Adobe Campaign enumeration that matches the Salesforce enumeration.

NOTE

You can replace all values of an Adobe Campaign enumeration with those of the CRM: to do this, select Yes in the Replace column.

Click Next and then Start to start importing the list.

Check the imported values in the Administration > Platform > Enumerations menu.

NOTE

Multiple selection enumerations are not supported.