Salesforce channel in PeopleStage

You can create Salesforce channels directly in PeopleStage to upload campaign data to your Salesforce tables.

Note

Before using your Salesforce Sales Cloud channel in campaigns, complete the configuration steps in Setting up your Salesforce custom object and table.

Creating your channel¶

Create a channel that maps to the Model__c object you created in Salesforce.

Note

Make sure ExternalID is marked as the Key Field.

Use additional variables if needed¶

If you have fields that can be populated from campaign variables (for example, contact IDs), add them as additional variables and ensure they are correctly mapped.

Example: A variable called Contact Id holds the Salesforce Contact ID. Map it to the Contact field in the channel, which in turn maps to Contact__c in Salesforce.

Add Salesforce credentials¶

In your channel configuration, add:

Username: The email address you use to log in to Salesforce
Password: Your Salesforce password, concatenated with your security token

Note

You receive a new security token if you change your Salesforce password or request a new token.

Upsert your data¶

To test your setup, create sample content in PeopleStage:

Field	Example Value	Description
Name	Test	Model name
Score	3.14	Fixed score (typically from your model data)
ExternalID	Test*	Concatenation of Name and Contact Id with a * delimiter
Contact		Salesforce Contact ID (from a variable)

Note

Since Contact is already included in the channel mapping (from the Contact Id variable), you don't need to define it again in the content.

View data in Salesforce Sales Cloud¶

Once your campaign runs, you can view your model records directly in Salesforce Sales Cloud.

The system upserts records based on the ExternalID, so you can continue to update model scores using this process.

For detail on using Salesforce Sales Cloud in Orbit campaigns, see Salesforce Sales Cloud in Orbit.