Salesforce

Channel Type - Private

Products Supported - Targeting and Connect

Integration Type - 3P

Salesforce Data Studio is a data-sharing platform with audience discovery, data acquisition and data provisioning features. The current integration is global(Device IDs only). This integration allows us to push our segments to Salesforce Data Studio and then license those segments to the DMP marketplace or individual clients from the Krux console.

Creating a Destination for Salesforce

Salesforce is a private Channel. Perform the following steps to create a Destination for Salesforce:

1. Log into Unity and go to the DESTINATIONS application.
2. Under the All Channels section, search for Salesforce.
3. Click Salesforce and enter the following details in the window that appears:
   1. Enter a name for the Destination.
   2. Enter the Buyer Name.
   3. Choose the appropriate Currency value.
   4. Click Save Destination.

Creating a Segment for Salesforce

The following steps summarize the process of linking a Segment to a Destination:

1. Log into Unity to create a Segment from the TARGETING application.
2. To activate the Segment, search for the Salesforce Destination that you created and link the same.
3. Remember to enter the Price for activating the Segment.

Once the segment is created reach out to the Zeotap POC to see that the segment gets activated within the platform and goes live in the Channel.

Internal Content for Salesforce

This section includes internal content on Salesforce categorized as FAQs and other topics.

FAQs for Salesforce

Other Internal Topics on Salesforce