Connect your Salesforce Service Cloud account to Experience Platform using the UI
Follow this step-by-step guide to seamlessly connect your Salesforce Service Cloud account and import your customer success data into Adobe Experience Platform.
Getting started
This tutorial requires a working understanding of the following components of Experience Platform:
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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.
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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
Read the authentication guide for more information on retrieving your credentials.
Connect your Salesforce Service Cloud 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 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 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.