DocsICP FilingConsole
Documentation
Home Page Quick Audience User Guide Configuration Management Real-time Event Data Reporting Salesforce event integration

Salesforce event integration

Updated at:
Copy as MD
Product
My Favorites

Connect your Salesforce organization to Quick Audience using the CXG Connector to route Salesforce platform events into your workspace.

Before you begin

Complete the following requirements before starting the integration.

In Salesforce:

Important

  1. Install the CXG Package and purchase the CXG service in Salesforce.

  2. You must be a Salesforce system administrator or have the CXG Admin User permission.

  3. Go to Setup > Permission Sets. Verify that the CXG Integration User permission set is assigned to your account. This permission set grants the permissions required to create Connectors in CXG.

    • CXG Integration User

Note

A Quick Audience workspace has a one-to-one relationship with a Salesforce organization.

Connect Salesforce to Quick Audience

The setup has two parts: configuring the Connector in Salesforce (CXG), then obtaining the credentials from Quick Audience.

Set up the Connector in Salesforce

  1. Log in to Salesforce. In the App Launcher, search for and switch to CXG. Click Setup > Connectors.

    image.png

  2. Click Add Connector and select Quick Audience.

  3. Enter the App ID, Access Key, and Access Secret. For information about how to obtain these parameters, see the next section.

    Field

    Description

    App ID

    The unique identifier for your Quick Audience Salesforce application.

    Access Key

    The access key used to authenticate API calls from Salesforce.

    Access Secret

    The secret paired with the Access Key for authentication.

  4. Confirm your entries and click Submit. The Connector status changes to connected.

Get credentials from Quick Audience

  1. Log in to Quick Audience. Go to Configuration Management > Developer Platform > Application Management.截屏2024-07-09 16

  2. Click Add application and set Application Type to Salesforce.

    Note

    Each Quick Audience workspace supports only one Salesforce application. If a Salesforce application already exists, use its credentials instead of creating a new one.

    截屏2024-07-09 16

  3. Go to Developer Platform > API Marketplace > All APIs. Subscribe to the following Salesforce APIs:截屏2024-07-09 17

    1. Salesforce attach application

    2. Salesforce ID type list query API

    3. Salesforce sync Salesforce event metadata API

    4. Salesforce event detail reporting API

    5. Deleting event metadata

  4. After subscribing, verify that the APIs appear in My Subscriptions.

  5. Return to Application Management. For the Salesforce application, click API Permission Package. Click Manage APIs and select all subscribed APIs.截屏2024-07-09 17

  6. Select the Salesforce application. Copy the App ID, Access Key, and Access Secret.截屏2024-07-09 17

Return to the Salesforce CXG Connector setup and paste the credentials into the corresponding fields.

What's next

With the Connector connected, create and manage Salesforce platform events in Quick Audience to start ingesting event data into your workspace.

Create and manage Salesforce platform events

For more information, see the Salesforce Help Center documentation: https://app.sc.sfgcrproducts.cn/docs/user-guide/cxg-cdp-ma-integration/get-start/begin-to-use-cxg-cdp-ma

Previous：Introduction to the Event HubNext：Event Reporting API Specification 3.0