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Leverage the Tealium and Salesforce integration to set automated triggers for adding to and updating your Leads, Contacts, and Campaigns based on AudienceStream input. Benefit from enriched data about leads and contacts based on the wealth of profile and audience data available to augment to user/audience profiles. This article describes how to set up the Salesforce connector in your Universal Data Hub account.

Table of Contents Placeholder

Connector 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

Configure Settings

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 (one of "Developer", "Production", or "Sandbox")

Click Establish Connection to initiate the OAuth process and follow the prompts to completion.

Action Settings - Parameters and Options

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.

Action - Insert into Custom Object

Parameters

Parameter Description
Custom Object Name  

Action - Update Custom Object

Parameters

Parameter Description
Custom Object Name  

Action - Insert Lead

Parameters

Parameter Description
Append Data Map - Entry Label
  • Optional: If provided, this text will be appended to the start of the appended columns values. Please leave it empty if not desired.
  • See "Append Data Map" section for the exact format.
Select Target Assignment Rule
  • Optional: This drop-down shows the available assignment rules for your account that can be used to apply on your target Lead.
  • Selection of the entry "Use Default Assignment Rule" will enforce Salesforce whether to use the default rule for rule-based assignment.
  • Please do not select any values or select "None" to avoid inclusion of assignment rule options in the API call altogether.

Action - Update Lead

Parameters

Parameter Description
Append Data Map - Entry Label
  • Optional: If provided, this text will be appended to the start of the appended columns values. Please leave it empty if not desired.
  • See "Append Data Map" section for the exact format.
Select Target Assignment Rule
  • Optional: This drop-down shows the available assignment rules for your account that can be used to apply on your target Lead.
  • Selection of the entry "Use Default Assignment Rule" will enforce Salesforce whether to use the default rule for rule-based assignment.
  • Please do not select any values or select "None" to avoid inclusion of assignment rule options in the API call altogether.

Action - Upsert Lead

Parameters

Parameter Description
Append Data Map - Entry Label
  • Optional: If provided, this text will be appended to the start of the appended columns values. Please leave it empty if not desired.
  • See "Append Data Map" section for the exact format.
Select Target Assignment Rule
  • Optional: This drop-down shows the available assignment rules for your account that can be used to apply on your target Lead.
  • Selection of the entry "Use Default Assignment Rule" will enforce Salesforce whether to use the default rule for rule-based assignment.
  • Please do not select any values or select "None" to avoid inclusion of assignment rule options in the API call altogether.

Action - Convert Lead to Contact

Parameters

Parameter Description
Send Email to the Owner  

Action - Add Lead to Campaign

Parameters

Parameter Description
Campaign  

Action - Insert Contact

Parameters

Parameter Description
Append Data Map - Entry Label
  • Optional: If provided, this text will be appended to the start of the appended columns values. Please leave it empty if not desired.
  • See "Append Data Map" section for the exact format.

Action - Update Contact

Parameters

Parameter Description
Append Data Map - Entry Label
  • Optional: If provided, this text will be appended to the start of the appended columns values. Please leave it empty if not desired.
  • See "Append Data Map" section for the exact format.

Action - Add Contact to Campaign

Parameters

Parameter Description
Campaign