Salesforce Sales Cloud

Note: Before you begin using your Salesforce Sales Cloud channel in Orbit campaigns, make sure you have followed the configuration steps in Setting up your Salesforce Sales Cloud table.

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

• Using Salesforce Sales Cloud in a campaign