Upsert data to Salesforce Sales Cloud

Preview: This is a preview feature, and remains a work in progress. The following content may be subject to change before full release. If you have any questions regarding this preview feature, please direct them to our support team.

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 and channel.

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

By adding a Salesforce Sales Cloud step, 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.

Add a Salesforce Sales Cloud step to your journey

To add a Salesforce Sales Cloud journey step:

1. Open an existing Orbit journey, or see Creating a campaign.

2. Click the + icon where you want to place your Salesforc Sales Cloud step.

   

3. Select Salesforce Sales Cloud from the list of channels.

   

4. Click your new Salesforce Sales Cloud journey step.

5. Enter a meaningful Salesforce Sales Cloud Step Name, then click Create.

   

   The side panel now opens.

6. Select the channel you created in PeopleStage from the dropdown.

   

7. Click Apply.

8. Save, publish, and set a schedule for your campaign.

   See Saving, editing, or publishing changes and Setting a schedule.

You’ve now set up your Salesforce step in the campaign journey and can upsert audience data to your Salesforce Sales Cloud system.