Connect your Salesforce account to Experience Platform using the UI

This tutorial provides steps on how to connect your Salesforce account and bring your CRM data to Adobe Experience Platform using the Experience Platform user interface.

Getting started

This tutorial requires a working understanding of the following components of Experience Platform:

If you already have an authenticated Salesforce account, you may skip the remainder of this document and proceed to the tutorial on configuring a dataflow for CRM data.

Gather required credentials gather-required-credentials

The Salesforce source supports basic authentication and OAuth2 Client Credential.

Basic authentication

You must provide values for the following credentials to connect your Salesforce account using basic authentication.

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Credential Description
Environment URL The URL of the Salesforce source instance.
Username The username for the Salesforce user account.
Password The password for the Salesforce user account.
Security Token The security token for the Salesforce user account.
API version (Optional) The REST API version of the Salesforce instance that you are using. The value for the API version must be formatted with a decimal. For example, if you are using API version 52, 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.

For more information on authentication, refer to this Salesforce authentication guide.

OAuth2 Client Credential

You must provide values for the following credentials to connect your Salesforce account using OAuth2 Client Credential.

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Credential Description
Environment URL The URL of the Salesforce source instance.
Client ID The client ID is used in tandem with the client secret as part of OAuth2 authentication. Together, the client ID and client secret enable your application to operate on behalf of your account by identifying your application to Salesforce.
Client secret The client secret is used in tandem with the client ID as part of OAuth2 authentication. Together, the client ID and client secret enable your application to operate on behalf of your account by identifying your application to Salesforce.
API version The REST API version of the Salesforce instance that you are using. The value for the API version must be formatted with a decimal. For example, if you are using API version 52, 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.

For more information on using OAuth for Salesforce, read the Salesforce guide on OAuth Authorization Flows.

Once you have gathered your required credentials, you can follow the steps below to connect your Salesforce account to Experience Platform.

Connect your Salesforce account

In the Platform UI, select Sources from the left navigation to access the Sources workspace. You can select the appropriate category from the catalog on the left-hand side of your screen. Alternatively, you can find the specific source you wish to work with using the search option.

Under the CRM category, select Salesforce, and then select Add data.

TIP
Sources in the sources catalog display the Set up option when a given source does not yet have an authenticated account. Once an authenticated account exists, this option changes to Add data.

The sources catalog on the Experience Platform UI with the Salesforce source card selected.

The Connect to Salesforce page appears. On this page, you can either use new credentials or existing credentials.

Use an existing account

To use an existing account, select Existing account and then select the account that you want to use from the list that appears. When finished, select Next to proceed.

A list of authenticated Salesforce accounts that already exist in your organization.

Create a new account

To create a new account, select New account and provide a name and a description for your new Salesforce account.

The interface in which you can create a new Salesforce account by providing the appropriate authentication credentials.

Next, select the authentication type that you would like to use for your new account.

Basic authentication

For basic authentication, select Basic authentication and then provide values for the following credentials:

  • Environment URL
  • Username
  • Password
  • API version (optional)

When finished, select Connect to source.

The basic authentication interface for Salesforce account creation.

OAuth2 Client Credential

For OAuth 2 Client Credential, select OAuth2 Client Credential and then provide values for the following credentials:

  • Environment URL
  • Client ID
  • Client secret
  • API version

When finished, select Connect to source.

The OAuth interface for Salesforce account creation.

Next steps

By following this tutorial, you have established a connection to your Salesforce account. You can now continue on to the next tutorial and configure a dataflow to bring data into Platform.

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