Connect your Salesforce account

In the Experience 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.

Select Salesforce under the CRM category, 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.

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.

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.