Connect your Salesforce Service Cloud account to Experience Platform using the UI
This tutorial provides steps on how to connect your Salesforce Service Cloud account and bring your customer success 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:
-
Experience Data Model (XDM) System: The standardized framework by which Experience Platform organizes customer experience data.
- Basics of schema composition: Learn about the basic building blocks of XDM schemas, including key principles and best practices in schema composition.
- Schema Editor tutorial: Learn how to create custom schemas using the Schema Editor UI.
-
Real-Time Customer Profile: Provides a unified, real-time consumer profile based on aggregated data from multiple sources.
If you already have a valid Salesforce Service Cloud connection, you may skip the remainder of this document and proceed to the tutorial on configuring a dataflow for a customer success
Gather required credentials
The Salesforce Service Cloud source supports basic authentication and OAuth2 Client Credential.
You must provide values for the following credentials to connect your Salesforce Service Cloud account using basic authentication.
| table 0-row-2 1-row-2 2-row-2 3-row-2 4-row-2 5-row-2 | |
|---|---|
| Credential | Description |
| Environment URL | The URL of the Salesforce Service Cloud source instance. |
| Username | The username for the Salesforce Service Cloud user account. |
| Password | The password for the Salesforce Service Cloud user account. |
| Security Token | The security token for the Salesforce Service Cloud user account. |
| API version | (Optional) The REST API version of the Salesforce Service Cloud 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, Experience Platform will automatically use the latest available version. |
For more information on authentication, refer to this Salesforce Service Cloud authentication guide.
You must provide values for the following credentials to connect your Salesforce Service Cloud account using OAuth2 Client Credential.
| table 0-row-2 1-row-2 2-row-2 3-row-2 4-row-2 | |
|---|---|
| Credential | Description |
| Environment URL | The URL of the Salesforce Service Cloud 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 Service Cloud. |
| 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 Service Cloud. |
| API version | The REST API version of the Salesforce Service Cloud 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, 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.
Once you have gathered your required credentials, you can follow the steps below to connect your Salesforce Service Cloud account to Experience Platform.
Connect your Salesforce Service Cloud 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.
Select Salesforce Service Cloud under the Customer success category, and then select Add data.
The Connect to Salesforce Service Cloud 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 desired account from the list that appears. When finished, select Next to proceed.
Create a new account
To create a new account, select New account and provide a name and a description for your new Salesforce Service Cloud account.
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.
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.
Next steps
By following this tutorial, you have established a connection to your Salesforce Service Cloud account. You can now continue on to the next tutorial and configure a dataflow to bring Customer Success data into Experience Platform.