Salesforce Service Cloud
Salesforce Service Cloud is a customer success platform designed to automate service workflows and streamline communication between companies and their customers. It consolidates requests from various channels—such as email, phone, social media, and live chat into a unified agent console. This allows support teams to manage “cases” with a 360-degree view of the customer’s history, ensuring that responses are personalized and efficient regardless of how the customer reaches out.
You can use the Salesforce Service Cloud source connector in Adobe Experience Platform Sources to connect your Salesforce Service Cloud account and bring your data for use in Experience Platform Services.
Read this document to learn how you can you set up your Salesforce Service Cloud account and connect it to Experience Platform.
Prerequisites prerequisites
Read this section for prerequisite set up that you must complete before you can successfully connect to Experience Platform.
IP address allowlist allowlist
You must add region-specific IP addresses to your allowlist prior to connecting your sources to Experience Platform. For more information, read the guide on allowlisting IP addresses to connect to Experience Platform for more information.
Gather required credentials credentials
You must provide values for the following credentials to connect your Salesforce Service Cloud account using OAuth2 Client Credential.
52, then you must input the value as 52.0. If this field is left blank, Experience Platform will automatically use the latest available version.For more information on using OAuth for Salesforce Service Cloud, read the Salesforce Service Cloud guide on OAuth Authorization Flows.