Relevant to: Demand Acceleration Platform
The steps shown in this article are relevant to Salesforce Classic.
This article outlines the first steps needed to connect the Demand Acceleration Platform with Salesforce, in order to post leads via the Salesforce REST API.
Here you will learn what information is needed from Salesforce, where to retrieve the information and how to create a new integration with the Demand Acceleration Platform.
|Using this configuration, the Demand Acceleration Platform will send leads to Salesforce using the REST API.|
In this article
What this integration feature can do
- Upsert functionality (if an External ID Field is utilized):
- Create a new Salesforce Lead.
- Add data to an existing lead if one already exists with the same External ID Field.
- Create-only (if an External ID field is not utilized).
- Pass the data in real-time.
- Post to Salesforce Campaign.
Integration setup overview
- In Salesforce - Create a new Connected App.
- In Salesforce - Gather Salesforce credentials and field information.
- In the Demand Acceleration Platform - Enter Salesforce credentials, field details and configure response mapping.
| You need access to your Salesforce Admin section (with the relevant permissions) and your Integrate Demand Acceleration Platform.
When setting up the integration, it is recommended that you are logged in to both platforms and have them open side by side.
Connecting the systems
The Demand Acceleration Platform needs to be permitted to send data to Salesforce via API. The sections below outline the steps needed to complete this setup in both platforms.
Create a new Connected App in Salesforce
1. Login to Salesforce and navigate to Setup.
2. In the side panel menu, scroll to Build > Create and click Apps.
3. In Connected Apps, click New.
4. Add the required fields to the Connected App.
This table shows the required field and recommended values to add when creating the new Connected App:
|Connected App Name||
Add the value:
Add the value:
|Enable OAuth Settings||
Check this box.
Add the value:
|Available OAuth Scopes||
1. Add Access and manage your data (api) to the Selected OAuth Scopes.
2. Add Perform request on your behalf at any time to the Selected OAuth Scopes.
5. Click Save.
Gather required information from Salesforce
Once your Connected App has been created, you will need to retrieve the following data points from Salesforce.
You can use the template at the end of this article to record the data. The following table outlines what you need to collect from Salesforce and where it can be found.
|Data to collect from Salesforce
||Where to find the data|
In Salesforce, go to Setup. In the side panel menu, click on Build > Create > Apps and open the 'Integrate' Connected App.
REST API field details
In Salesforce, go to Setup. In the side panel menu, click on Build > Customize > Leads > Fields.
Salesforce Instance URL
In Salesforce, find this underneath your logged-in user.
It will be in this format:
Use the Connecting to Salesforce Template at the end of this article to help capture your details.
Consumer Key and Consumer Secret
In Setup, go to the side panel menu and click on Build > Create > Apps. Open the 'Integrate' Connected App you created in the previous step.
From the API (Enable OAuth Settings) section, copy the Consumer Key and Consumer Secret values.
API Field Names
In Setup, go to the side panel menu and click on Build > Customize > Leads > Fields.
For each of the Salesforce fields that you want to send data into from the Demand Acceleration Platform, make a note of the Field Label, Field Name (for Lead Standard Fields), API Name (for Lead Custom Fields) and Data Type.
|In the Demand Acceleration Platform, you will need to designate at least one field as an External ID Field.
You can have as many External ID Fields as you require - more information can be found in the following instructions.
Connect Salesforce to the Demand Acceleration Platform
Having collected all the required information from Salesforce, you can now establish your integration in the Demand Acceleration Platform.
| You need your Salesforce login credentials to complete this section.
You may need to work with your Marketing Ops team if you don't have access to Salesforce.
1. In the Demand Acceleration Platform, click the Settings icon.
2. Click on the Integration Hub and scroll to the Integration Library. Click the + button on the Salesforce tile.
3. The integration configuration modal will appear. In the Authentication tab, add the Salesforce information that you gathered in the first part of this guide: Client ID and Client Secret.
4. In the Response Mapping tab, you can modify how Salesforce response codes are interpreted by the Demand Acceleration Platform whenever a lead is delivered.
It is recommended to update the POSTOUT_SALESFORCE_ERROR and POSTOUT_SALESFORCE_FAILED dispositions to Accept.
- Setting a response code to Reject will result in the lead having a Rejected status upon posting out, removing it from the total accepted lead count.
- In either case the disposition is reflected within the Demand Acceleration Platform.
To update the Response Mapping, use the dropdown options in the Status and Disposition columns.
6. In the Settings tab, you can name the Salesforce integration and add the Salesforce Instance URL.
This table explains the fields in the Integration Settings modal:
Enter a name for your Salesforce integration.
Enter your Salesforce instance URL.
This is a sandbox organization
Check the checkbox if you are connecting to a Salesforce sandbox.
Add your Salesforce API Field Names that you gathered in the previous section of this guide. You can bulk copy and paste into this section from Excel, adding each field on a new line.
|You need to include at least one External ID Field in the schema.
To do so, add an asterisk after the field name to identify it as the External ID Field (eg. Email*). You can have as many External ID Fields as you require.
Add your Salesforce API field names in the Schema and click Authenticate.
7. This opens a series of pop-ups from Salesforce, where you grant Integrate permissions via Salesforce.
|Ensure pop-ups from app.integrate.com are allowed in order to complete this step.|
In the first pop-up, enter your Salesforce credentials (Integrate never receives or stores this information).
8. The next pop-up will ask you to Allow access to Salesforce.
You will now see your Salesforce Integration in a tile within the System Integrations section at the top of your Integration Hub page.
If any changes need to be made (such as if additional fields are added), you can open this modal to adjust the integration settings. Click the Settings icon.
The Demand Acceleration Platform and Salesforce are now connected.
For more help, get in touch with our Support Team or your Customer Success Manager.