Salesforce CDP

Salesforce Customer Data Platform (Data Cloud) for unifying customer data, building segments, and activating audiences across the Salesforce ecosystem.

Configuration

Field	Type	Required	Description
`client_id`	string	Yes	The OAuth 2.0 Client ID from your Salesforce Connected App. Found in Setup > App Manager.
`client_secret`	secret	Yes	The OAuth 2.0 Client Secret from your Salesforce Connected App.
`subdomain`	string	Yes	Your Salesforce org subdomain. For example, if your login URL is https://your-org.my.salesforce.com, enter ‘your-org’.
`dataset_id`	string	Yes	The Data Cloud Ingestion API dataset ID to ingest data into. Found in Data Cloud Setup > Ingestion API.

Quick Setup

Navigate to Integrations in the sidebar.
Open the Integration Library tab.
Find Salesforce CDP or filter by CDP.
Click Install, select a variant if available, and fill in the required fields.
Click Install Integration to create the integration with a ready-to-use default configuration.

API Setup

curl -X POST http://localhost:8084/v1/admin/integration-catalog/salesforce_cdp/install \
  -H "Authorization: Bearer YOUR_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "name": "Salesforce CDP",
    "variant": "default",
    "config": {
      "client_id": "3MVG9...",
      "client_secret": "xxxxxxxxxxxxxxxxxxxx",
      "subdomain": "your-org"
    },
    "delivery_mode": "server_side"
  }'

Delivery

Events are delivered server-side from your Datafly Signal infrastructure directly to the Salesforce API. No client-side scripts are loaded for this integration.

Visit Salesforce CDP documentation for full API documentation and credential setup instructions.

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