Integrate Salesforce Data Cloud Audience Sync

Sync Salesforce Data Cloud segments to Optimizely Data Platform (ODP) as lists that are automatically added to real-time segments. The lists capture your Salesforce audience subscribers and unsubscribers, and identify the customer by the ID you choose in Salesforce.

You can then use these real-time segments in Optimizely Experimentation or CMS 11 & 12. This is a CDP audience sync integration.

Prerequisites

• Salesforce Data Cloud account
• ODP account
• Optimizely Web Experimentation, Optimizely Feature Experimentation, or Optimizely Content Management System (CMS) 11 or 12 account
• Configure one of the following Optimizely integrations with ODP:
  • Real-Time Segments in Optimizely Web Experimentation
  • Real-Time Segments in Optimizely Feature Experimentation
  • Real-Time Segments in Optimizely Content Management System (CMS) Visitor Groups

Gather info from ODP

1. Go to the ODP App Directory.
2. Select the Salesforce Data Cloud Audience Sync app.
3. Click Install App.
4. Go to the Settings tab.
5. Copy the S3 bucket and Parent folder values. Save these as you need them to configure the connection in Salesforce Data Cloud.
6. Go to Account Settings > Integrations in ODP.
7. Select AWS.
   
8. Copy the Key ID and Secret Access Key values. Save these keys as you need them to configure the connection in Salesforce Data Cloud.
   

Configure the integration in Salesforce Data Cloud

Create the activation target

1. Go to Activation Targets in Salesforce Data Cloud.
2. Click New.
3. Select AWS as the File Storage, then click Next.
4. Enter the Activation Target Name. For example, Optimizely Audience Sync.
5. Click Next.
6. Complete the following settings, then click Save.
   • S3 Bucket – Paste the appropriate regional S3 bucket location you copied from ODP.
   • Parent Folder – Paste the parent folder value you copied from ODP.
   • S3 Access Key – Paste the Key ID you copied from ODP.
   • S3 Secret Key – Paste the Secret Access Key you copied from ODP.
   • File Format – Select CSV.
   • Data Space – Select your desired data space.
7. Click Save.

Create the Optimizely ID field

1. Go to Data Model > Individual in Salesforce Data Cloud.
   
2. Click Edit. 
   
3. Click Add Field.
   
4. Complete the following settings for the field:
   • Field Label – Enter optimizely id.
   • Field API Name – Enter optimizely_id.
     You must name the field optimizely_id. The integration will not work if you name it anything else.
   • Data Type –Select Text.
   • Primary Key – Leave this checkbox cleared.
   • Enable Value Suggestion – Leave this checkbox cleared.
5. Click Save.

Map the Optimizely ID field to a Salesforce ID

1. Go to Data Lake Objects in Salesforce Data Cloud.
2. Click the Salesforce field that you want to map the Optimizely ID to.
3. Click Review.
   
4. Map the optimizely id to the Salesforce field that you want to use to identify customers for this integration. For example, you can map it to the Salesforce cookie ID.

Sync Salesforce segments to ODP

1. Go to Segments in Salesforce Data Cloud.
2. Select a segment and in the Activations section, click New.
   
3. Click Next.
   
4. Click Add Attributes, expand Individual, and drag and drop optimizely id to add the attribute to the activation.
5. Click Next.
6. Complete the following settings:
   • Name – Enter a name for the activation.
   • Refresh Type – Select Incremental.
7. Click Save.

Schedule sync in ODP

1. Go to the ODP App Directory.
2. Select Salesforce Data Cloud Audience Sync.
   
3. Click Install App.
4. Go to the Settings tab.
5. Expand Administration and enter a start date for the sync, then click Start Sync.
   

Salesforce Data Cloud audiences display in ODP with the prefix "Salesforce Data Cloud." For example, if the audience name in Salesforce Data Cloud is New users in the last 30 days, it displays on the ODP Customers > Real-Time Segments page as Salesforce Data Cloud - New users in the last 30 days.

Use your Salesforce audiences in Optimizely Experimentation

1. In Optimizely Experimentation, go to the Audiences page.
2. Edit an audience or click Create New Audience.
3. Expand Real-Time Segments, then drag and drop the Custom Segments condition into the Audience Conditions section.
4. Expand the Custom Segments drop-down list and select the audience you connected from Salesforce Data Cloud.
5. Click Save Audience.

Now you can add this audience to an experiment.