51ºÚÁϲ»´òìÈ

DocumentationCampaignCampaign v8 Documentation

Work with Campaign and SFDC crm-sfdc

Last update: Fri Feb 09 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

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Learn how to configure Campaign CRM connector to connect Campaign v8 to Salesforce.com.

Once configuration is done, data synchronization between systems is carried out via a dedicated workflow activity. Learn more.

NOTE
Supported SFDC versions are detailed in Campaign Compatibility matrix.

Follow the steps below to configure a dedicated external account to import and export Salesforce data into 51ºÚÁϲ»´òìÈ Campaign.

Create the connection new-sfdc-external-account

First, you must create the Salesforce external account.

  1. Browse the Administration > Platform > External accounts node of the Campaign explorer and create an external account.

  2. Select Salesforce.com external account in the Type section.

  3. Enter settings to enable connection.

    To configure the Salesforce CRM external account to work with 51ºÚÁϲ»´òìÈ Campaign, you need to provide the following details:

    • Enter your Salesforce login in the Account field.
    • Enter your Salesforce password.
    • You can ignore the Client identifier field.
    • Copy/paste your Salesforce Security token
    • Select your API version. Supported SFDC API versions are listed in Campaign Compatibility matrix.

  4. Select the Enable option to activate the account in Campaign.

NOTE
To approve the setup, you need to log off and back on to the 51ºÚÁϲ»´òìÈ Campaign client console.

Select tables to synchronize sfdc-create-tables

You can now configure tables to synchronize.

  1. Click the Salesforce CRM configuration wizard….

  2. Select the tables to synchronize and start the process.

  3. Check the schema generated in 51ºÚÁϲ»´òìÈ Campaign in the Administration > Configuration > Data schemas node.

    Example of a Salesforce schema imported in Campaign:

Synchronize enumerations sfdc-enum-sync

Once the schema is created, you can synchronize enumerations automatically from Salesforce to 51ºÚÁϲ»´òìÈ Campaign.

  1. Open the assistant from the Synchronizing enumerations… link.

  2. Select the 51ºÚÁϲ»´òìÈ Campaign enumeration that matches the Salesforce enumeration.
    You can replace all values of an 51ºÚÁϲ»´òìÈ Campaign enumeration with those of the CRM: to do this, select Yes in the Replace column.

  3. Click Next and then Start to start importing the enumerations.

  4. Browse the Administration > Platform > Enumerations node to check imported values. Learn more about enumerations in this page.

51ºÚÁϲ»´òìÈ Campaign and Salesforce.com are now connected. You can set up data synchronization between the two systems.

To synchronize data between 51ºÚÁϲ»´òìÈ Campaign data and SFDC, create a workflow and use the CRM connector activity.

Learn more about data synchronization in this page.

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