Setting up your Salesforce Sales Cloud channel

You can create Salesforce channels directly in Orbit. This allows you upload campaign data directly to your Salesforce tables through an Orbit campaign journey.

Creating your channel¶

To create a new channel:

1. Click your avatar in the top-right corner.

2. Click Application Settings.

   

3. Click Campaigning Channel Editor > Edit > + Item.

4. Select Salesforce Channel and Name your channel.

5. Choose the parent folder, then click Create.

   

You’ve now created your channel.

Configuring your basic details¶

To configure your channel:

1. Enter your Username. This is the email address you use to log in to Salesforce Marketing Cloud.

2. Enter your Password. This is your Salesforce password, concatenated with your security token.

   Note

   If you change your Salesforce password or request a new token, you receive a new security token.

3. Enter the name of your Salesforce table. For example, your object could be called Model__c.

   

Setting up field mappings¶

The field mapping section allows you to define both standard and custom Salesforce fields:

• Name: The display name for your field
• External Name: The actual Salesforce field name (Custom fields use the __c suffix)
• Key fields: Mark fields that serve as unique identifiers (This is typically the ExternalID field)

You can then map variables to the table fields by clicking + Add Variable.

This creates the necessary variables in your campaign journey upload without additional configuration.

You’re now ready to use your Salesforce channel in an Orbit campaign.