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Adamh44
Level 2
Dec 21, 2020 5:09 PM UTC
Solved

Bring salesforce data into Adobe Target for experience targeting

I would like to bring Salesforce CRM data into Adobe Target. What is the best way to do this? I don't really want to use an Adobe Exchange partner solution for this.

 

The use case is to be able to target existing customers with certain CRM attributes against a given Target Activity, so these visitors than qualify for a given experience based off of that CRM data. 

 

Thanks!

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shelly-goel
shelly-goelAccepted solution
Adobe Employee
Dec 21, 2020 11:27 PM UTC

@adamh44 

This requirement to get customer profile data from 3rd party system (Salesforce CRM in this case) is quite similar to one discussed here: https://experienceleaguecommunities.adobe.com/t5/adobe-target-questions/oracle-eloqua-and-adobe-target-integration/qaq-p/390993

You have few options:

1. Injest profile data from CRM into Target using Customer Attributes or Bulk Profile Update API and using EC ID service, attach crm id to the user profile for targeting.

2. Use Data Providers to make an API call to CRM and fetch data in profile parameters, create audiences in Target accordingly.

3. You can also injest the crm data by creating data sources in Audience Manager or Experience Platform and the audiences become available in Target through cloud integration though these would require additional provisioning and integration expertise.

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2 replies

shelly-goel
Adobe Employee
shelly-goelAdobe EmployeeAccepted solution
Adobe Employee
Dec 21, 2020 11:27 PM UTC

@adamh44 

This requirement to get customer profile data from 3rd party system (Salesforce CRM in this case) is quite similar to one discussed here: https://experienceleaguecommunities.adobe.com/t5/adobe-target-questions/oracle-eloqua-and-adobe-target-integration/qaq-p/390993

You have few options:

1. Injest profile data from CRM into Target using Customer Attributes or Bulk Profile Update API and using EC ID service, attach crm id to the user profile for targeting.

2. Use Data Providers to make an API call to CRM and fetch data in profile parameters, create audiences in Target accordingly.

3. You can also injest the crm data by creating data sources in Audience Manager or Experience Platform and the audiences become available in Target through cloud integration though these would require additional provisioning and integration expertise.

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    Adamh44Author
    Level 2
    Dec 22, 2020 1:52 PM UTC
    Thank you very much!
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