# Salesforce Sales Cloud

> [!NOTE]
>
> Before you begin using your Salesforce Sales Cloud channel in Orbit campaigns, make sure you've followed the configuration steps in [Setting up your Salesforce custom object and table](<https://help.apteco.com/en/admin/integration/salesforce/table-and-channel/index.md>).

You can upsert (upload and insert) audience data to your Salesforce Sales Cloud system from an Orbit campaign.

By adding a Salesforce Sales Cloud step to the campaign journey, Orbit automatically upserts any audience data moving through the journey. This makes it easier to keep your CRM data up to date directly from your Orbit campaigns.

## Setting up your Salesforce Sales Cloud channel

You can create Salesforce channels directly in Orbit. This allows you upload campaign data directly to your Salesforce tables through an Orbit campaign journey.

### Creating your channel

To create a new channel:

1. Click your **avatar** in the top-right corner.
2. Click **Application Settings**.
3. Click **Campaigning Channel Editor** \> **Edit** \> **\+ Item**.
4. Select **Salesforce Channel** and **Name** your channel.
5. Choose the parent folder, then click **Create**.

You’ve now created your channel.

### Configuring your basic details

To configure your channel:

1. Enter your **Username**. This is the email address you use to log in to Salesforce Marketing Cloud.
2. Enter your **Password**. This is your Salesforce password, concatenated with your **security token**.

   > **Note**
   >
   > If you change your Salesforce password or request a new token, you receive a new security token.
3. Enter the name of your Salesforce table. For example, your object could be called **Model\_\_c**.

### Setting up field mappings

The field mapping section allows you to define both standard and custom Salesforce fields:

- **Name**: The display name for your field
- **External Name**: The actual Salesforce field name (Custom fields use the `__c` suffix)
- **Key fields**: Mark fields that serve as unique identifiers (This is typically the **ExternalID** field)

You can then map variables to the table fields by clicking **\+ Add Variable**.

This creates the necessary variables in your campaign journey upload without additional configuration.

> [!NOTE]
>
> Click **\+ Add Mapping** to create additional mapped fields.

You’re now ready to use your Salesforce channel in an Orbit campaign.

## Using Salesforce Sales Cloud in a campaign

Once you've configured your Salesforce channel, you can use it to upload data in Orbit campaigns.

To create a campaign with a Salesforce channel:

1. Open an existing Orbit journey, or create a new one.
2. Click the **\+** to place your Salesforce Sales Cloud step.
3. From the list of channels, select **Salesforce Sales Cloud**.
4. Click your new **Salesforce Sales Cloud** journey step.
5. Enter a meaningful **Salesforce Sales Cloud Step Name**.
6. Click **Create**.

   The side panel now opens.
7. Select the channel you created from the dropdown.

### Configuring content fields

When you select your Salesforce channel, the system displays required content fields that weren't pre-mapped in the channel editor.

To configure these fields:

1. Click **Add** to allow Orbit to create the required fields.
2. For each unmapped field, expand the option menu and click **Edit** to choose how to populate it. See [Message personalisation](<https://help.apteco.com/en/orbit/campaigns/journey-builder/personalisation/index.md>).
3. Click **Apply** to save your field configurations.
4. Click **Publish**.

The system uploads both:

- The pre-mapped fields from your channel configuration
- The fields you configured specifically for this campaign

You can view your model records directly in Salesforce Sales Cloud after your campaign runs.