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Using Salesforce Sales Cloud in a campaign

Once you've configured your Salesforce channel, you can use it to upload data in Orbit campaigns.

To create a campaign with a Salesforce channel:

  1. Open an existing Orbit journey, or create a new one.

  2. Click the + to place your Salesforce Sales Cloud step.

  3. From the list of channels, select Salesforce Sales Cloud.

  4. Click your new Salesforce Sales Cloud journey step.

  5. Enter a meaningful Salesforce Sales Cloud Step Name.

  6. Click Create.

    The side panel now opens.

  7. Select the channel you created from the dropdown.

Configuring content fields

When you select your Salesforce channel, the system displays required content fields that weren't pre-mapped in the channel editor.

To configure these fields:

  1. Click Add to allow Orbit to create the required fields.

  2. For each unmapped field, expand the option menu and click Edit to choose how to populate it. See Message personalisation.

  3. Click Apply to save your field configurations.
  4. Click Publish.

The system uploads both:

  • The pre-mapped fields from your channel configuration
  • The fields you configured specifically for this campaign

You can view your model records directly in Salesforce Sales Cloud after your campaign runs.