To synchronize data from Salesforce to Quick Audience in non-real time, you must perform the initial configuration in Salesforce Platform and Quick Audience.
Add a QA connector to Salesforce
You must add a QA connector in Salesforce before you can configure connectivity in Quick Audience.
1. Configure External Client App
Under Setup > External Client App > External Client App Manager, click New External Client App
Configuration External Client App
Select Enable OAuth and configure the API information
Parameters
Description
Name/API Name
Because it is a link for QA use, you can take a name related to it, such as Quick Audience
Email
It is recommended to fill in the administrator email address of the configuration External Client App, which will be used to receive relevant configuration emails.
Callback Url
The URL used to exchange tokens. You can enter http://localhost:1717 /OauthRedirect.
OAuth Scopes
QA is required to make the most accurate selection through debugging, but selecting three of the above pictures can basically manipulate the data.
Manage user data via APIs
Manage user data via Web browsers
Perform requests at any time
Flow Enablement
Select Enable Client Credentials Flow
Security
Deselect Require Proof Key for Code Exchange (PKCE) Extension for Supported Authorization Flows
2. Set External Client App policies
Click the new External Client App to enter the details page, click the edit button, and set the policy content.
Add a permission set to the right
Setting Permitted Users and Enable Client Credentials Flow
Parameters
Description
Permitted Users
Admin approved mode
Enable Client Credentials Flow
Enter the email information of a Salesforce account (the email information of Salesforce account is the Username of this account)
Add a Salesforce data source for Quick Audience
In the Configuration Management section, click Data Source. In the Data Source section, configure the data source and click Add Data Source to add a Salesforce data source.
Parameters
Description
Display Name
Enter the display name of the Salesforce data source.
Database address
Enter the database address. Under Setup > My Domain > My Domain Details, find the URL and enter: https://+ URL address in QA.
AccessKey ID
Get the Consumer Key and Secret in the new External Client App. Click the External Client App to enter the details page, click the Setting tab page, click to open the OAuth Setting content, and click the Consumer Key and Secret button.
After you receive the email verification code, view the Consumer Key and Consumer Secret of the Connected App, and enter the Consumer Key in the AccessKey ID.
AccessKey Secret
The AccessKey secret is obtained in the same way as the AccessKey ID. Enter the consumer secret in the AccessKey secret.
After the test connection is successful, add the Salesforce data source.
Click Add Table to pull the Salesforce table.
You can select multiple data tables to add to QuickAudience at the same time and click OK.
After the data table is added, the data table starts to be synchronized automatically, that is, the overall configuration of the Salesforce data source is completed.
For added Salesforce data tables, you need to complete the following steps before you can use all kinds of data from Salesforce in various application modules of QA as needed.
Add and manage user IDs that are supported by Quick Audience. For more information, see Manage user IDs.
Set the ID to participate in the ID Mapping Logic and complete the table structure configuration and scheduling tasks.