Salesforce Connector Setup Guide for AudienceStream | Server-Side Connectors

Connector Actions

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
1. Select an account type to connect to Developer, Production, or Sandbox.
2. Click Establish Connection to initiate the OAuth process and follow the prompts to completion.

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.

Parameter	Description
Custom Object Name	Name of custom object.

Parameter	Description
Custom Object Name	Name of custom object.

Parameter	Description
Append Data Map - Entry Label	Optional. If provided, this text will be 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. Drop-down list 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.

Parameter	Description
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. Drop-down 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.

Parameter	Description
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. Drop-down 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.

Parameter	Description
Send Email to the Owner	Send email to the owner.

Parameter	Description
Campaign	Campaign

Parameter	Description
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.

Parameter	Description
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.

Parameter	Description
Campaign	Campaign