Create a Connection
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Create a Connection
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To interact with a data Source, whether for ingestion or data push, you need to establish a Connection. Let’s look at the steps involved in creating a Salesforce connection. A connection with Salesforce facilitates Data Cloud for bi-directional data exchange with objects such as Contacts, Leads, and more.
Prerequisites
Data Cloud employs the OAuth Login method for creating a Salesforce connection. So, Salesforce OAuth credentials are mandatory for this connection process.
Salesforce Permissions
When configuring OAuth authorization in Salesforce for Data Cloud, ensure you assign the following key permissions to facilitate seamless data operations:
Permission | Description |
|---|---|
Read/Write Object Metadata | Allows you to view and modify the structure and organization of data within Data Cloud, like a blueprint for data management. |
Read/Write Object Data | Enables you to read from and write to data records in Data Cloud, essential for tasks like data ingestion and updates. |
Manage user data via APIs (API) | Allows the use of the access_token on the web and includes visualforce access, permitting Interaction with customer-created Visualforce pages. |
Perform requests at any time (refresh_token, offline_access) | Grants the ability to receive a refresh token, enabling the app to interact with user data while offline, synonymous with requesting offline_access. |
Important:
Before the OAuth authorization process, ensure that these permissions are already enabled for the user attempting to access. The user is presented with a permission screen to explicitly grant these permissions by clicking Allow. This ensures that data integration activities can proceed smoothly and securely within Salesforce and Data Cloud.
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