Salesforce program extension

Learn how to create a Salesforce profile and use the Salesforce extension in your programs.

Gareth Burroughes avatar
Written by Gareth Burroughes
Updated over a week ago

A Salesforce extension can be used in programs to create contacts and leads when they reach the node.

Before you start

Things you need to know:

  • You must have an active account with Salesforce before you can create a profile for this extension.

Initial setup

To start the setup process, please contact your Customer Success manager to enable the Salesforce program extension in your account. A notification is sent to you when the program extension is enabled.

You then need to create a profile for it, at which point you're ready to use the Salesforce extension within the program builder. It appears under Extensions in the side panel to the left of the program canvas.

Create a Salesforce profile

  1. Expand the User menu and go to Settings > Access > Extension profiles.

  2. Select ADD.

  3. Expand the Provider name drop-down menu and select Salesforce.

  4. Add details and authentication to the new Salesforce profile.

  5. Enter the name for the profile.

  6. Select Authorise with Salesforce.

  7. You then need to log in with the Salesforce credentials of the account you want to use. Successful authorisation with Salesforce will be confirmed.

  8. You can also select the Limit the rate that requests are made by this profile check box. This can be useful as some providers won't allow too many requests to be sent at once by the same profile.

  9. When done, select NEXT.

  10. You then need to assign contact data fields, as appropriate. To do this, expand the drop-down menu for each Salesforce data field and choose the corresponding Dotdigital data field.

  11. Once happy, select SAVE.

Configure your Salesforce extension

You can use the Salesforce extension node inside the program builder:

  1. Under Extensions, drag the Salesforce extension node onto the program canvas.

  2. Select the node to open the configuration menu.

  3. Expand the Profile drop-down menu and choose the profile you want it to use in the action. You can select the + icon to add another profile.

  4. Expand the Action drop-down menu and choose the action you want the node to execute.

  5. To save your changes, select APPLY.

  6. Once happy with your configuration, you should test the extension to ensure it works as expected. Select Find contact, choose a contact from your Test list, and then select Submit to make a test request. The full response is provided underneath, allowing you to see whether the extension is working or not.

  7. After testing successfully, select APPLY to save your configuration.

Extension data

It's always your responsibility to ensure you're supplying good, executable data, or your extension call could fail.

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