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Set up a connection to Salesforce Data 360

Naga Sri Hari Gonaboyina
Updated

Salesforce Data 360 (formerly Data Cloud) is a data platform that unifies all of your customer data.

Set up a connection

After you start the connection, configure it in the Create connection panel and complete all of the required * authentication settings:

Setting Instructions
Name your connection *

Enter a clear and distinguishable name.

Throughout integrator.io imports and exports, you will have the option to choose this new connection. A unique identifier will prove helpful later when selecting it from a list of the connections in your account.
API type *

Choose your Salesforce Data 360 API type:

  • Data 360 Connect: Connect to the Data 360 Connect REST API to build custom solutions on top of Data 360
  • Data: Connect to the Data 360 Query and Ingestion APIs to query data and load records into Data 360

Each API type uses a different OAuth 2.0 client.
Data 360 Connect API
Data cloud instance URL * Enter your Salesforce instance URL without the protocol. For example, orgfarm-86481ld167-dev-ed.develop.my.salesforce.com.
OAuth 2.0 client *

Select the OAuth 2.0 client that stores the client ID and client secret of your Salesforce connected app. To create an OAuth 2.0 client, select Create iClient (+) and enter the following:

  • Grant type *: Select the OAuth 2.0 grant type configured for your connected app: Authorization code, Authorization code with PKCE, or Client credentials.
  • Client ID *: Enter your Salesforce consumer key.
  • Client secret *: Enter your Salesforce consumer secret.
  • Valid domain names *: Enter your Salesforce domain. For example, (salesforce.com)

For detailed information on retrieving the consumer key and consumer secret, see View and rotate the consumer key and consumer secret of a connected app.

Multiple layers of protection, including AES-256 encryption, are in place to keep your client secret safe. When editing this OAuth 2.0 client, you must re-enter this value each time; it is stored only when the client is saved and never displayed as text.
Data API
Data cloud instance URL * Enter your Salesforce instance URL. For example, https://orgfarm-86481ld167-dev-ed.develop.my.salesforce.com.
OAuth 2.0 client *

Select the OAuth 2.0 client that stores the JWT bearer details of your Salesforce connected app. To create an OAuth 2.0 client, select Create iClient (+) and enter the following:

  • Consumer key *: Enter your Salesforce consumer key.
  • Subject *: Enter the Salesforce username of the user the connected app authorizes.
  • Private key *: Paste the private key, in .pem format, that matches the certificate uploaded to your connected app.

For detailed information on setting up the connected app for JWT bearer authentication, see OAuth 2.0 JWT bearer flow for server-to-server integration.

Multiple layers of protection, including AES-256 encryption, are in place to keep your private key safe. When editing this OAuth 2.0 client, you must re-enter this value each time; it is stored only when the client is saved and never displayed as text.

Tip

This connector documentation describes only the settings shown for the Simple view. For the corresponding HTTP settings, see the OAuth 2.0 auth universal connector documentation.

Additional references