Salesforce

After creating a Destination, start configuring objects and then map their fields.

Configure Object

After you set up your destination, you can configure how data flows by clicking the Configure button. The configuration process includes three tabs: Define Rules, Map Fields, and Apply Filters. It is mandatory to complete each tab details to proceed further.

Here's a step-by-step guide to the tabs:

• Define Rules - This section allows you to set up the rules and actions that determine how data interacts with your CRM objects.

  • Select Activities

    Select Events – Here you choose the activities to apply the related profiles as references when the workflows are triggered. The dropdown menu displays the following types of events:

    1. Profile –  entry, exit, create, update – event type

    2. Interaction – create event

    3. Custom Objects – create and update events are available. Example: Profile record is created via the custom object Purchase History.

    The selected events are significant because they define what data must be considered for Data Activation to your destination. For example, if you select the "Profile record enters Segment" event, the activation includes only those profiles that have entered a segment—ignoring profiles associated with other events entirely.

  • Define Actions - This part of the configuration specifies what actions should be taken when data activation occurs. You have two primary options to work with:

    • Create a New Record

      This function presents a comprehensive list of available objects and allows you to create new records in your CRM. This action creates a new record of the configured CRM object when the Data activation schedule runs.

    • Update Existing Record

      A Connection could involve multiple sources mapped to different objects. The Update Existing Record function displays all CRM objects mapped to the Data Cloud sources linked with the specific connection you’re configuring. This option lets you modify an existing record based on the selected event.

      After choosing the action that best suits your needs, you’ll be prompted to:

      • Select the Relevant CRM Object: Use the dropdown menu to choose the object where the new record is created or the existing one is updated during activation.

      • Provide a Display Name: Enter a name in the Display Name text box. This name helps identify the object when you move on to mapping fields later.

        Now, click Add Object.

Note

The Add Object option is enabled only after you select an object and provide a display name. Ensure that the display name is distinct when creating or updating records—this is important when you map fields, as it helps differentiate between existing objects and newly created ones.

Use Case - Define Actions

This use case explains the options – create a new record and update an existing record for data activation.

Update Existing Record

Let’s consider an existing profile, Sarah, in your CRM's Lead Object. Over time, this profile goes through multiple interactions—such as being contacted for a purchase, engaging with marketing campaigns, or providing feedback. These interactions update the profile in Data Cloud, adding new information like purchase status or engagement history.

To sync Sarah’s enriched data back to your CRM, select the Update Existing Record option.

Create New Record

Consider a scenario where a new patient registers, creating a profile in Data Cloud. This profile captures all activities, such as scheduling appointments, attending consultations, or receiving medications. As these updates occur in Data Cloud, you can use the Create New Record action to select the Patients Object, automatically creating a new record in your CRM.

Whether it's appointment updates or new treatment details, the enriched data can be continuously written back, providing a complete view of the patient's journey in your CRM.

Field Mapping

After defining rules, the next step is mapping fields between Data Cloud and your CRM. Here's what the tab entails:

Configured Objects

This section displays the list of objects that you configured in the Define Rules tab. These are the objects where your data is either updated or new records are created.

Salesforce Fields

In this column, you see fields from your CRM for the selected object in the Configured Objects list. Select the appropriate CRM field you want to map, such as the Lead ID for the Lead Object. If you're updating an existing record in the CRM Lead Object, it’s mandatory to map the ID field corresponding to the object—like the Lead ID. This unique field identifies the correct record in the CRM for updates.

Entities

This column displays the entities you chose in the Select Events dropdown on the Define Rules tab. From here, select any entity and map it to the corresponding attribute. You can map multiple attributes to a single CRM field if needed. An optional Separator text field is available if you wish to include any special character as a separator between fields when you map multiple Data Cloud attributes to the same CRM field.

Note

A Static object option is available by default in the Entities list, allowing you to set a constant value for a CRM field.

For example, if you select the Call type field in Salesforce and want to set the value 'Outbound call' in the Call field of a new Task, choose Static and enter 'Outbound call' in the Static Value field. Selected Attributes:

The selected attributes appear in the Selected Attributes text box.

After you make your selections, click Map.

Important

To update an existing record, make sure to map the Profile field you used in Source mapping against the respective ID fields for each object, as these fields serve as unique identifiers for Profiles. You can map additional profile fields along with the ID fields. Conversely, to create a new record, do not map the ID field, as this would overwrite an existing record.

Mapped Fields

This section within the Map Fields tab displays the mapping details and allows you to select the date format for date fields. Data Cloud then converts the date to the selected format before sending it to the destination.

Apply Filters

Now that you defined rules and mapped the required fields for your objects, you can also apply filters. This optional step allows you to apply filters to the profiles matching the configurations selected in the Define Rules tab. For more information on applying Conditional Operators to filter, refer to the Conditional Operators topic.