Connect Salesforce to Experience Platform using the Flow Service API
Read this guide to learn how you can connect your Salesforce source account to Adobe Experience Platform using the Flow Service API.
Get started
This guide requires a working understanding of the following components of Adobe Experience Platform:
- Sources: Experience Platform allows data to be ingested from various sources while providing you with the ability to structure, label, and enhance incoming data using Experience Platform services.
- Sandboxes: Experience Platform provides virtual sandboxes which partition a single Experience Platform instance into separate virtual environments to help develop and evolve digital experience applications.
Using Experience Platform APIs
For information on how to successfully make calls to Experience Platform APIs, see the guide on getting started with Experience Platform APIs.
Connect Salesforce to Experience Platform on Azure azure
Read the steps below for information on how to connect your Salesforce source to Experience PLatform on Azure.
Gather required credentials
The Salesforce source supports authentication via OAuth2 Client Credential.
To connect your Salesforce account to Flow Service using OAuth 2 Client Credential, provide values for the following credentials:
environmentUrlenvironmentUrl is https://[domain].my.salesforce.comclientIdclientSecretapiVersion52, then you must input the value as 52.0. If this field is left blank, then Experience Platform will automatically use the latest available version. This value is mandatory for OAuth2 Client Credential authentication.includeDeletedObjectsfalse.connectionSpec.idcfc0fee1-7dc0-40ef-b73e-d8b134c436f5.For more information on using OAuth for Salesforce, read the Salesforce guide on OAuth Authorization Flows.
Create a base connection for Salesforce in Experience Platform on Azure
A base connection retains information between your source and Experience Platform, including your source’s authentication credentials, the current state of the connection, and your unique base connection ID. The base connection ID allows you to explore and navigate files from within your source and identify the specific items that you want to ingest, including information regarding their data types and formats.
To create a base connection and connect your Salesforce account to Experience Platform on Azure, make a POST request to the /connections endpoint and provide your Salesforce authentication credentials in the request body.
API format
POST /connections
The following request creates a base connection for Salesforce using OAuth 2 Client Credential:
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| Property | Description |
auth.params.environmentUrl |
The URL of your Salesforce instance. |
auth.params.clientId |
The client ID associated with your Salesforce account. |
auth.params.clientSecret |
The client secret associated with your Salesforce account. |
auth.params.apiVersion |
The REST API version of the Salesforce instance that you are using. |
auth.params.includeDeletedObjects |
A boolean value used to determine whether or not to include soft deleted records. |
connectionSpec.id |
The Salesforce connection specification ID: cfc0fee1-7dc0-40ef-b73e-d8b134c436f5. |
A successful response returns your newly created base connection along with its unique ID.
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Connect Salesforce to Experience Platform on Amazon Web Services (AWS) aws
Read the steps below for information on how to connect your Salesforce source to Experience Platform on AWS.
Prerequisites
For information on how to set up your Salesforce account to be able to connect to Experience Platform on AWS, read the Salesforce overview.
Create a base connection for Salesforce on Experience Platform on AWS
To create a base connection and connect your Salesforce account to Experience Platform on AWS, make a POST request to the /connections endpoint and provide the appropriate values for your credentials.
API format
POST /connections
Request
The following request creates a base connection for the Salesforce source in Experience Platform on AWS.
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For information on how to retrieve your Salesforce jwtToken, read the guide on how to set up a Salesforce source to connect to Experience Platform on AWS.
Response
A successful response returns your newly created base connection along with its unique ID.
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Verify your connection status
To verify your connection status, make a GET request to the /connections endpoint and provide the base connection ID that was generated in the creation step.
API format
GET /connections
Request
The following request retrieves information for base connection ID: 3e908d3f-c390-482b-9f44-43d3d4f2eb82.
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Response
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The following response displays information for base connection ID:
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The following response displays information for base connection ID:
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Next steps
By following this tutorial, you have created a Salesforce base connection using the Flow Service API. You can use this base connection ID in the following tutorials: