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About Integrating Personalization with Salesforce CRM
Learn about sharing data between Marketing Cloud personalization and Salesforce CRM.
Important Use caution sending and synchronizing data with Data 360. Because
configured users are synchronized nightly, data transfer using the MCP-CRM connector can
result in unexpected costs in Data 360 credits.
Send Data from Personalization to Salesforce CRM
Share with Salesforce CRM the deep behavioral insights about visitors and customers that interact with your website, web application, and mobile app.
Send Data from Salesforce CRM to Personalization
Share with Personalization any text field, dropdown menu, numeric value, or segment data so you can use it to deliver personalized experiences in real time.
Bulk API Calls During Data Sharing
Personalization uses API calls to create a Data Loader job for contacts, leads, and accounts as configured.
- Every 1,000 Personalization users or accounts that could match Salesforce CRM contacts, leads, and accounts are validated in an API call.
- Up to 10,000 matches are pushed in a batch through an API call.
- Job progress is intermittently checked through API calls.
- Job results are validated for each batch through API calls.
For more information, see Enable Bulk API.
Summary of Integration Tasks
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