SalesForce Sales Cloud is a CRM platform that lets you store participant data and manage communication through different channels. Using our built-in integration, you can automate the data transfer between Playable and SalesForce Sales Cloud.

In this article you will learn how to:

Add the SalesForce Sales Cloud integration to your campaign
Configure the SalesForce Sales Cloud integration
Map data fields
Test the SalesForce Sales Cloud integration

Add the SF Sales Cloud Integration to your campaign

To find the integration, go into the 'Integrations' tab on your campaign and select 'Add Integration'. In the following menu, select 'Email Provider' and scroll through the list until you find the SalesForce Sales Cloud option. Clicking it will start the setup process.

Choose grant type

The platform offers two different ways to connect to salesforce:

Authorization code: This is the most simple way to connect where Playable connects through a direct login in the Sales Force.
Password: Choose this option if you want to provide authentication through your own app in Salesforce.

If you choose 'authorization code' you can continue to click 'authorize'. Once authorized, you can start configuring the integration.

If you choose 'Password', you will need 1) create an app in Salesforce Sales Cloud 2) provide the following information: a 'Client ID', a 'Client Secret', a username and password. These informations must be collected from Salesforce. If you follow the steps in the next sections it should only take a few minutes.

Alternatively, you can check out SalesForce Sales Cloud's own documentation.

Establishing connection between Salesforce & Playable

Navigate to your SF Sales Cloud settings menu, and choose 'Setup'.
In the search box, search for 'app' and click on 'App Manager' in the 'Apps' sub-menu.
On the following page, click on 'New Connected App' in the top right.
Insert an 'App Name', 'API Name' and 'Contact Email'.

App Name: The name of the app you're connecting to. In this case, we recommend using 'Playable'

API Name: The name you would like for this particular API in SalesForce.

Contact Email: The email address to receive notifications regarding the API.
Tick off the 'Enable OAuth' box and add the following URL as the 'Callback URL'.

https://app.playable.com/oauth

Then, move the options 'Manage user data via APIs' and 'Perform requests at any time' to the right column and click 'Save'.
Your 'Consumer Key' and 'Consumer Secret' will now be available on the frontpage of your newly created API. Copy/Paste these into the Playable platform. (The key is the 'User ID', and the secret is the 'User Secret').
Under 'Trusted IP Range for OAuth Web Server Flow', add the following Playable IP's:
```
1. 108.128.255.34  
2. 34.242.4.194 
3. 34.253.255.35
4. 34.243.20.154
```
Navigate to 'Manage Connected Apps' in the menu on the left to get a full overview of your added apps.
Click 'Edit' next to your newly created API and make sure 'IP Relaxation' is set to 'Relax IP Restrictions'

Congratulations! The integration is now set up on both the Playable and SF side, and it's time to decide what data you want to send through.

Finding required credentials in SF Sales Cloud

If the connection is not automatically established in the platform, you may have to insert the 'Consumer Key' and 'Consumer Secret'.

You can find the credentials by navigating to App manager.

Find the connected app, click ⬇️, and then select View.

Copy/Paste these into the Playable platform. (The key is the 'User ID', and the secret is the 'User Secret').

Configure the SF Sales Cloud integration

Once your configuration information has been added, you can start configuring what data should be sent from Playable to Sales Cloud.

The first section is 'General integration settings'. Besides adding your credentials, you also have further options for defining how you want to handle data:

Integration setup

In the integration setup, you will define:

what triggers the data transfer
which data should be transferred
which object and fields the data should be transferred to

Be advised that you must select an object type and event, in for the rest of the options to become visible.

Transferring data to several object types

If you want to send data to several objects in Sales Cloud, you need to add another Salesforce Sales Cloud integration setup to the campaign. You should add a Sales Cloud integration for each object you want to transfer data to. If needed, you can use the copy function to duplicate the integration setup.

Map data fields

You will "map" each field from your campaign to a field in Sales Cloud by selecting the fields from drop-down menus. This is how you select where in Sales Cloud the data should be sent.

For each data point, you can select an existing field from a list in Sales Cloud to pass the data to. If the field does not exist in Sales Cloud, you will not be able to push data to it. Therefore, you may have to add more fields to your list in Sales Cloud, before you're able to set up the integration fully.

For help on how to add extra fields in Sales Cloud, you can check out SalesForce Sales Cloud's own documentation.

At the bottom of this section, you can add static information if you want to track something that is true for every player but is not collected in the campaign automatically.

For example, you can use static information if you want to track Playable as the user "source" in your database.

Once you enter a static value, you can map the field as you would with any other data from the campaign.

Test the SF Sales Cloud integration

Before going live with your campaign, we encourage you to test the integration.

To test the integration, you can play the game through the demo URL. Then, check if the data has been transferred to Sales Cloud under the Activity > Registration tab in our platform.

To learn more about how to test the integration, please read this Help Center article.

SalesForce Sales Cloud Integration