Configuring a Salesforce Touchpoint

Select a Salesforce touchpoint when you want to connect with customers on Salesforce. When configuring Salesforce touchpoint, the connector to be used will be the Salesforce connector.

Before you begin

Before you start this procedure, see Touchpoints.

About this task

To configure a Salesforce touchpoint, complete the following steps:

Procedure

  1. Set Salesforce connector as the default Salesforce connector in Setting a default CRM connection.
    The Create New Action page appears.
  2. Provide values for the following fields:
    • Object Action - Mandatory. Specify if you want to create a new Object or update an existing Object.
    • Object Type - Mandatory. Specify if you want to create a new Lead or a Contact.
  3. Click Next.
    The Field Mapping dialog appears.
  4. Map the Salesforce fields with the appropriate Journey fields (coming from the Data Definition associated with the Journey during Journey creation). This is essential as the mapping changes the value on runtime.
  5. Click Save.