🏁 Salesforce Destination Setup – Connecting Salesforce to AudienceSync

🧠 Overview

✅ Prerequisites

• Enterprise Edition

• Professional Edition (with API access add-on)

• Developer Edition (free to sign up here)

🔐 These editions support the required API access for syncing.

🔧 Destination Setup Steps

1. Login to Salesforce

• Log in with an admin account.

• Click Setup (top-right menu).

2. Go to App Manager

• In the left sidebar, click:

Apps → App Manager

3. Create a New Connected App

• Click New Connected App (top-right button).

4. Fill App Details

• Provide:
• App Name
• API Name
• Contact Email

5. Enable OAuth Settings

• In the API section, check "Enable OAuth Settings".

• Callback URL:

https://login.salesforce.com/

• Add the following OAuth Scopes:
• Access and manage your data (api)
• Perform requests on your behalf at any time (refresh_token, offline_access)
• Provide access to your data via the Web (web)

6. Save the App

7. Manage the App

• Return to Apps → App Manager.

• Find your app and click Manage.

8. Edit OAuth Policies

• Click Edit.

• Set Permitted Users to

All users may self-authorize

• Save changes.

9. View the App

• Go back and click View next to your app.

10. Copy Your Credentials

• Scroll to the API (OAuth Settings) section.

• Click Manage Consumer Details.

• Save these values:
• Consumer Key
• Consumer Secret

🔐 Obtaining OAuth Credentials

Step 1: Get the Authorization Code

• Open this URL in your browser (replace placeholders):

plaintext
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https://INSTANCE_URL.salesforce.com/services/oauth2/authorize?response_type=code&client_id=CONSUMER_KEY&redirect_uri=https://login.salesforce.com/

• Grant access if prompted.

• The URL will redirect and contain a ?code=... parameter.

Copy the value of code.

Step 2: Exchange the Code for Tokens

bash
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curl -X POST "https://INSTANCE_URL.salesforce.com/services/oauth2/token?code=CODE&grant_type=authorization_code&client_id=CONSUMER_KEY&client_secret=CONSUMER_SECRET&redirect_uri=https://login.salesforce.com/"

json
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{
  "access_token": "your_access_token",
  "refresh_token": "your_refresh_token",
  "instance_url": "https://your-instance.salesforce.com",
  ...
}

🔄 Supported Sync Modes

📤 Supported Streams

More stream types will be added in future updates.