Salesforce

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.

Using Orbit Connect, you can easily bring in Salesforce data to combine and supplement data from your other external systems. Once imported, you can map this data using the Apteco Customer Data Platform (CDP) and apply ID resolution and validation rules.

Pre-requisites

Note: Before creating a Salesforce data source, your system administrator must set up and configure your Salesforce data for access by Orbit connect. For more information, see the following Salesforce technical documentation.

You’ll need three pieces of information from your Salesforce environment:

• Your Domain URL

• Your Consumer Key

• Your Consumer Secret

Without these items, you cannot proceed with setting up this data source type.

Creating a Salesforce data source

To create a Salesforce data source:

1. Click + New Data Source.

2. Next to the Salesforce data source type, click Connect.

   

3. Enter a Data Source Name and click Create.

   

4. From the Credential drop-down menu, click + New Credential.

   

5. Enter the following details:

   • Credential Name

   • Domain URL

   • Consumer Key

   • Client Secret

6. The Tables drop-down list is now populated, search for and choose the Table that you want to import.

7. A preview of the data is displayed. You can use the Import button to send this data into the staging database.

   

8. Repeat this process for each table that you wish to import from Salesforce.

You've now successfully created a Salesforce data source.