Setting up your Salesforce Sales Cloud table and channel

To update your Salesforce Sales Cloud data through Orbit, you must first set up and configure your Salesforce Sales Cloud model table and your channel in PeopleStage.

This example shows how to create a custom Model table in Salesforce Sales Cloud and set up a channel to push updates to these models for contacts within Salesforce Sales Cloud.

Prerequisites:

- Apteco PeopleStage channel editor

- Salesforce Sales Cloud account

Create your custom object

To create your custom object:

1. Create a new custom object in Salesforce Sales Cloud called Model.

   This object will store model data linked to contacts.

   The Model object includes:

   • A standard Name field

   • Standard Created Date and Last Modified Date fields

   • A custom Score field (Numeric 10,2) to hold the model score

   • A custom Master-Detail field linking to a Contact record

   

Create a match key

If you want to upsert (insert or update) records, you also need to define a unique identifier for each record — a match key. In this case, the match key should be based on a combination of the model name and the contact identifier.

To do this:

1. Create a custom Text field called ExternalID.

2. Mark it as the unique record identifier from an external system.

   

   At this point, your custom object Model__c should have the following fields:

   • Name (standard)

   • Contact__c (Master-Detail linking to Contact)

   • Score__c (Numeric 10,2)

   • ExternalID__c (Text, external unique identifier)

Create your channel

Next, create a channel that maps to the Model__c object in Salesforce.

Note: Make sure ExternalID is marked as the Key Field.

Use additional variables if needed

If you have fields that can be populated from variables in your campaign (for example, contact IDs), add them as additional variables and ensure they are correctly mapped.

Example: You might have a variable called Contact Id that holds the Salesforce Contact ID. You would map it to the Contact field in the channel, which in turn maps to Contact__c in Salesforce.

Add Salesforce credentials

In your channel configuration, add:

• Username: The email address you use to log in to Salesforce Marketing Cloud

• Password: Your Salesforce password, concatenated with your security token.

Note: You will receive a new security token if you change your Salesforce password or request a new token.

Upsert your data

To test your setup, you can create sample content in PeopleStage. For example:

Field	Example Value	Description
Name	Test	Model name
Score	3.14	Fixed score (this would typically come from your model data)
ExternalID	Test*	Concatenation of Name and Contact Id with a * delimiter
Contact		Salesforce Contact ID (from a variable)

Note: Since Contact is already included in the channel mapping (from the Contact Id variable), you don’t need to define it again in the content.

View data in Salesforce Sales Cloud

Once your campaign runs, you can view your model records directly in Salesforce Sales Cloud.

You can continue to update your model scores using this process, since the system upserts records based on the ExternalID.

For detail on how to use Salesforce Sales Cloud in Orbit campaigns, see Upsert data to Salesforce Sales Cloud.