Salesforce to CPM Integration

Overview Salesforce to CPM Integration Multiple Salesforce Objects

Overview

This Integration allows users to send Salesforce CRM data in real time to Consent & Preference Manager by mapping Salesforce objects to CPM Fields. The current version will support the mapping of Consent Form or Data Subject Type. The data is sent to CPM as and when the data changes on the Salesforce side. The section below details how to set up this integration.

📋 Note: This version of the Salesforce to CPM Integration can only associate all Consent Forms with only one Salesforce Object and all DS Types with only one Salesforce Object. To bring data from multiple Salesforce Objects into CPM, customers can clone the Salesforce to CPM Integration up to three times. Please see the Push Data from Multiple Salesforce Objects into CPM section for details regarding this feature.

Salesforce to CPM Integration

1

From the Consent & Preferences platform navigation panel, select Setup > Integrations.

2

Select Salesforce to CPM from the list of third-party service providers. You can also do this by simply typing Salesforce to CPM or Salesforce in the search field provided.

If Salesforce to CPM feature is not enabled for your account, contact your Technical Account Manager to assist you with an account upgrade.

3

As an option before you begin the setup, you can edit the Integration Details by clicking the ellipsis (...) button.

4

Click the Setup button to begin the integration. A Missing Client Credentials notification will display if Client ID and Client Secret are not generated. Refer to the Client Credentials Set Up section for more information.

5

From the Login tab, click the Create button to log in to your Salesforce account.

6

Once login is successfully initiated, enter an Email Address in the field provided. This will be used as a contact in case of any errors from Salesforce. You may add up to 10 email addresses. Click Next to proceed.

7

From the Consents tab, under Mappings, select a Consent Form you wish to integrate Salesforce with.

8

Click Add New Object to begin mapping Salesforce attributes.

9

Under Salesforce to CPM Mapping, select Required.

10

Select a Salesforce Object in the next field. Salesforce Objects are database tables that allow for storing of data specific to the organization in Salesforce.

11

Click the Enable Double Opt-in checkbox. When enabled, the consents submitted through the integration mapping will have a Pending status until you verify it using the double opt-in feature. The Email field automatically displays in the Map Attributes section if not yet added and you will also be required to map an email address.

12

Click Add Criteria and select migration criteria from the drop-down menu. Then, fill out each selected criteria.

13

Click the Add Mappings button and map the Salesforce attributes to consent form fields. Click Save to retain the configuration settings.

14

Click the Data Subjects tab and repeat steps 8-11 to map the Salesforce attributes to data subject type fields.

15

Click the Enable Integration button to complete the integration process.

Push Data from Multiple Salesforce Objects into CPM

Within each Salesforce to CPM Integration, only one Salesforce Object can be mapped to all Consent Forms and one Object to all Data Subject Types. To be able to migrate data from multiple Salesforce Objects, customers can clone Salesforce to CPM integration up to three times. In each of these Salesforce to CPM Integration Instances, users can map different Salesforce Objects to Consent Forms and Data Subject Types. Hence this allows users to bring data from multiple Salesforce Objects into CPM. To do this, follow the steps below.

1

From the Consent & Preferences platform navigation panel, select Setup > Integrations.

2

Select Salesforce to CPM from the list of third-party service providers and click Create New Instance.

3

Edit the Integration Details of this new instance as desired and click Save. This automatically creates a copy of the selected instance.

4

Begin setting up the new Salesforce to CPM Integration instance by following the steps outlined in the Salesforce to CPM Integration section above.

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