Salesforce

You can create a Target Salesforce database complete with the custom objects prior to creating an Activation, or create one on-the-fly if you plan to sync the data with standard Salesforce objects only.

Configuring Salesforce as a Target

  1. In the ACTIVATE home page, TARGETS tab, click + CREATE TARGET. Or, if creating it from within an Activation creation flow, directly proceed to Step 2.

  2. In the Select a Target Type page, click on Salesforce.

    Target type

  3. In the Add a Salesforce Target page, click + ADD SALESFORCE ACCOUNT.

  4. Select the Salesforce environment on which the database is hosted.

  5. Log in to your Salesforce account.

  6. Provide a Target Name and click CONTINUE.

    You can view the new Target in the List View. If you were creating an Activation, you return to the Map Fields page.


Revision History

Refer to the following table for the list of key updates made to this page:

Date Release Description of Change
Jul-12-2021 1.67 New document.
Last updated on 17 Sep 2021