Sync Data

Integration Setup #

To maintain Audiences in Salesforce, you need a Client ID and a Client Secret .

1. In my.clerk.io, go to Settings > Integrations and click New Exporter.

2. From the dropdown, select Salesforce and give it a name of your choice.

3. In the Salesforce backend, start by going to Settings > Setup > Apps > Installed Packages.

4. Click New, write “Clerk.io” as the name, and then click Save .

5. Click Add Component, choose API Integration and then click Save .

6. Choose Server-to-Server and then click Save .

7. Under Contacts set Read and Write for both Audiences and List and Subscribers

8. Click Save.

9. Now copy Client Id, Client Secret and Authentication Base URI, then add them into the fields in my.clerk.io.

10. Choose whether to export to a List or as a Data Extension.

• List will simply create a fixed list of email addresses for each Audience you create.

• Data Extension will create a tag for each email address in the Audiences, with a label for the synced Audiences they are part of.

11. Click Update exporter to finalise the setup.

Audience Sync #

You can now create Audiences and choose Salesforce as an option under the Export tab of each Audience you create. This will continuously sync the Audience with Salesforce, where you can send marketing to them.