Salesforce Export - EN

Salesforce Export - EN

A new connected app should be created on the Setup page from the Salesforce panel. While creating the Connected app, the following selections should be created. (Connected App, API Name, and Contact Email parts are given as examples and can be used differently)



A minimum of two scopes should be allowed by activating OAuth Settings. The scopes in the screenshot should be used.
Callback URLs should be filled as follows according to the brand's platform.

            https://app.dengage.com/sfatcallback

https://app.dengage.com/sfcallback


https://us-app.dengage.com/sfatcallback

https://us-app.dengage.com/sfcallback


https://ru-app.dengage.com/sfatcallback

https://ru-app.dengage.com/sfcallback

   

https://eu-app.dengage.com/sfatcallback

https://eu-app.dengage.com/sfcallback

           
          

After the application is saved, Consumer information should be obtained through the edit page. This information will be used when defining the Remote Target via the Dengage panel.

         

After logging into the account from the Balance panel, a new application can be added by selecting the Remote Targets tab from the settings icon at the bottom left and clicking the Add button.

         

In the application definition screen, the application must be named and its Type must be selected as Salesforce. In the Client Id and Client Secret Key fields, the Consumer Information obtained from the Salesforce panel in Step 4 must be entered and the Test Connection button must be clicked.

On the page that appears after clicking Test Connection, Salesforce must be logged in and the relevant permissions must be approved.
In the Column Name section, the column in which the Ids on the Salesforce side are kept should be selected in order to be able to match (the column in the image is a column created for testing purposes).

After the connection is tested and the relevant columns are filled, the application should be saved.

            


After the application is registered, you can enter the campaign creation page, select the relevant audience and add the export node. (It is the representation of the push node other than export in the image. Adjustments should be made by adding the export node to the flow you created).
           

After double-clicking on the Export node, the Salesforce option should be selected on the page that opens, and then the application saved in Step 6 should be selected.

           


Then, on the page that appears, you can select the campaign you want to export users and publish the campaign.

         

After the campaign is published, the relevant users will be exported under the Campaign on the Salesforce side.



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