Salesforce Connector Setup Guide

Configuration

Go to the Connector Marketplace and add a new connector. Read the Connector Overview article for general instructions on how to add a connector.

After adding the connector, configure the following settings to establish a connection to Salesforce:

• Account Type: Select an account type to connect to: Developer, Production, or Sandbox.
  • Click Establish Connection to initiate the OAuth process and follow the prompts to completion.
  • For more information on sandboxes, see Salesforce: Create a Sandbox for Account Engagement.

Actions

Action Name	AudienceStream	EventStream
Insert into Custom Object	✓	✗
Update Custom Object	✓	✗
Insert Lead	✓	✗
Update Lead	✓	✗
Upsert Lead	✓	✗
Convert Lead to Contact	✓	✗
Add Lead to Campaign	✓	✗
Insert Contact	✓	✗
Update Contact	✓	✗
Add Contact to Campaign	✓	✗
Send Entire Visitor to Custom Apex	✓	✗
Send Entire Event to Custom Apex	✗	✓
Upsert into Custom Object (non-batched)	✓	✓
Upsert into Custom Object (batched)	✓	✓

Click Next or go to the Actions tab. This is where you configure connector actions.

This section describes how to set up parameters and options for each action.

Insert into Custom Object

Parameters

Parameter	Description
Custom Object Name	Name of Salesforce custom object.
Insert Data Map	Select and map Tealium attributes to the Salesforce fields of your custom object. Each mapped field is sent as part of the record insert.

Update Custom Object

Parameters

Parameter	Description
Custom Object Name	Name of Salesforce custom object.
Custom Object ID	ID of Salesforce custom object.
Update Fields	Map Tealium attributes to the Salesforce fields to update in the record.

Insert Lead

Parameters

Parameter	Description
Insert Data to Set	Select and map Tealium attributes to Salesforce lead fields for record creation.
Append Data Map	(Optional) Use this section to append multiple AudienceStream attributes to the same Salesforce text area field. Map multiple values to the same Salesforce field key as needed. For update and upsert actions, existing field content is preserved and new values are appended in formatted text. Only Salesforce fields of type TextArea are supported. Ensure the selected field has sufficient length to prevent API errors. Appended values are represented in Salesforce according to their AudienceStream data type (for example, Boolean, String, JSON). The appended text includes the optional entry label (if provided), current ISO UTC date, and the mapped key-value pairs on separate lines.
Append Data Map - Entry Label	(Optional) If provided, this text is appended to the start of the appended columns values. Leave empty if not used. See “Append Data Map” section for the exact format.
Select Target Assignment Rule	(Optional) A list that displays available assignment rules for your account that can be used to apply on your target lead. Selecting the Use Default Assignment Rule enforces Salesforce to use the default rule for rule-based assignment. Do not select any values or select None to avoid inclusion of assignment rule options in the API call.

Update Lead

Parameters

Parameter	Description
Lead ID	(Required) Select the Salesforce field used to identify the lead to update.
Update Data to Set	Select and map Tealium attributes to Salesforce lead fields for record update.
Append Data Map	(Optional) Use this section to append multiple AudienceStream attributes to the same Salesforce text area field. Map multiple values to the same Salesforce field key as needed. For update and upsert actions, existing field content is preserved and new values are appended in formatted text. Only Salesforce fields of type TextArea are supported. Ensure the selected field has sufficient length to prevent API errors. Appended values are represented in Salesforce according to their AudienceStream data type (for example, Boolean, String, JSON). The appended text includes the optional entry label (if provided), current ISO UTC date, and the mapped key-value pairs on separate lines.
Append Data Map - Entry Label	(Optional) If provided, this text is appended to the start of the appended columns values. Leave empty if not used. See “Append Data Map” section for the exact format.
Select Target Assignment Rule	(Optional) The list displays available assignment rules for your account that can be used to apply on your target lead. Selecting Use Default Assignment Rule enforces Salesforce to use the default rule for rule-based assignment. Do not select any values or select None to avoid inclusion of assignment rule options in the API call.

Upsert Lead

Parameters

Parameter	Description
Update Lookup ID	(Required) Select the Salesforce field used to identify an existing lead. The value of this field determines whether the action updates an existing record or inserts a new one.
Update Data to Set	(Required) Map Tealium attributes to Salesforce lead fields to update when existing records are found. To append multiple AudienceStream attributes to the same Salesforce field, use the Append Data Map section instead. Values mapped here overwrite the existing field values in Salesforce. Avoid configuring the same field in both sections. Use either Update Data to Set or Append Data Map, not both.
Insert Data to Set	(Required) Map Tealium attributes to Salesforce lead fields for creating new records. To append multiple AudienceStream attributes to the same Salesforce field, use the Append Data Map section instead. Values mapped here populate the specified fields in the newly created lead record. Avoid configuring the same field in both sections. Use either Insert Data to Set or Append Data Map, not both.
Append Data Map	(Optional) Use this section to append multiple AudienceStream attributes to the same Salesforce text area field. Map multiple values to the same Salesforce field key as needed. For update and upsert actions, existing field content is preserved and new values are appended in formatted text. Only Salesforce fields of type TextArea are supported. Ensure the selected field has sufficient length to prevent API errors. Appended values are represented in Salesforce according to their AudienceStream data type (for example, Boolean, String, JSON). The appended text includes the optional entry label (if provided), current ISO UTC date, and the mapped key-value pairs on separate lines.
Append Data Map - Entry Label	(Optional) If provided, this text is appended to the start of the appended columns values. Leave empty if not used. See “Append Data Map” section for the exact format.
Select Target Assignment Rule	(Optional) The list displays available assignment rules for your account that can be used to apply on your target lead. Selecting Use Default Assignment Rule enforces Salesforce to use the default rule for rule-based assignment. Do not select any values or select None to avoid inclusion of assignment rule options in the API call.

Convert Lead to Contact

Parameters

Parameter	Description
Lead ID	(Required) Select the Salesforce field used to identify the lead to update.
Send Email to the Owner	Send email to the owner.

Add Lead to Campaign

Parameters

Parameter	Description
Lead ID	(Required) Select the Salesforce field used to identify the lead to update.
Campaign	Select the target campaign for the lead.

Insert Contact

Parameters

Parameter	Description
Insert Contact	(Required) Map Tealium attributes to Salesforce contact identity fields. These fields are used to define the contact record that are created in Salesforce.
Append Data Map - Entry Label	(Optional) If provided, this text is appended to the start of the appended columns values. Leave empty if not used. See “Append Data Map” section for the exact format.

Update Contact

Parameters

Parameter	Description
Contact ID	(Required) Select the Salesforce field used to identify the contact to update.
Update Data to Set	Select and map Tealium attributes to Salesforce contact fields for record update.
Append Data Map	(Optional) Use this section to append multiple AudienceStream attributes to the same Salesforce text area field. Map multiple values to the same Salesforce field key as needed. For update and upsert actions, existing field content is preserved and new values are appended in formatted text. Only Salesforce fields of type TextArea are supported. Ensure the selected field has sufficient length to prevent API errors. Appended values are represented in Salesforce according to their AudienceStream data type (for example, Boolean, String, JSON). The appended text includes the optional entry label (if provided), current ISO UTC date, and the mapped key-value pairs on separate lines.
Append Data Map - Entry Label	(Optional) If provided, this text is appended to the start of the appended columns values. Leave empty if not used. See “Append Data Map” section for the exact format.

Add Contact to Campaign

Parameters

Parameter	Description
Contact ID	(Required) Select the Salesforce field used to identify the contact to update.
Campaign	Select the target campaign for the contact.

Send Entire Visitor to Custom Apex

Parameters

Parameter	Description
Apex Endpoint URL	(Required) The Custom Apex REST endpoint. Enter either a full URL (for example, https://myorg.my.salesforce.com/services/apexrest/TealiumVisitor) or a relative path (for example, /services/apexrest/TealiumVisitor). The path must contain /services/apexrest/.
Include Current Visit Data	Include current visit data with visitor data.
Print Attribute Names	By default, the attribute keys are used. Enable to use attribute names as keys instead.

Send Entire Event to Custom Apex

Parameters

Parameter	Description
Apex Endpoint URL	(Required) The Custom Apex REST endpoint. Enter either a full URL (for example, https://myorg.my.salesforce.com/services/apexrest/TealiumEvent) or a relative path (for example, /services/apexrest/TealiumEvent). The path must contain /services/apexrest/.
Print Attribute Names	By default, the attribute keys are used. Enable to use attribute names as keys instead.

Upsert into Custom Object (non-batched)

Parameters

Parameter	Description
Custom Object	Select the custom object to perform an upsert.

Lookup

Parameter	Description
Lookup	Data to lookup external ID.

Data Mapping

Parameter	Description
Data mapping	Data to modify when upserting records.

Upsert into Custom Object (batched)

Batch limits

This action uses batched requests to support high-volume data transfers to the vendor. Parallel processing may result in events reaching the vendor out of sequence. Add a sequence value to events if ordering is important. For more information, see Batched actions. Requests are queued until one of the following thresholds is met or the profile is published:

• Max number of requests: 1000
• Max time since oldest request: 5 minutes
• Max size of requests: 10 MB

Parameters

Parameter	Description
Custom Object	Select the custom object to perform an upsert.

Lookup

Parameter	Description
Lookup	Data to lookup external ID.

Data Mapping

Parameter	Description
Data mapping	Data to modify when upserting records.