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Customer 360 Global Profile Data Connection
Use the Customer 360 Global Profile Data connector to access global profile data from connected orgs, along with other Salesforce and remote data, for integration into Salesforce Data Pipelines.
Create the Connection
- On the Data Manager Connections tab, click New Connection.
- Click the name of the connector, and click Next.
- Enter the connector settings.
- To validate your settings and attempt to connect to the source, click Save & Test. If the connection fails, CRM Analytics shows possible reasons.
Before you can use this connector, connect a Salesforce org with CRM Analytics as a data source in Customer 360 Data Manager. Create and load a data file from your connected data source into Customer 360 Data Manager for processing into global profiles. Then export the global profile data so that it can be pushed to CRM Analytics.
Select one or more objects that you want to sync to CRM Analytics. From this preview, you can view field attributes for all the files that you’re loading from the folder.
Enable Customer 360 Global Profiles and Data
To set up CRM Analytics to include Customer 360 global profiles and data, complete the following steps.
- From Setup, enter Analytics in the Quick Find box, then select Settings.
- Select Enable Data Sync and Connections.
- Select Create dashboards from Customer 360 Data Manager global profile data.
- Click Save.
All settings require a value, unless otherwise indicated.
| Connection Setting | Description |
|---|---|
| Connection Name | Identifies the connections. Use a convention that lets you easily distinguish between different connections. |
| Developer Name | API name for the connection. This name can’t include spaces. The API name is used in your recipes to reference data extracted through this connection. You can’t change the developer name after you create the connection. |
| Description | Description of the connection for internal use. |
| Master Symmetric Key | Salesforce uses this master symmetric key to enable client-side data encryption. |
| Secret Key | This Salesforce-managed secret access key is a read-only field. |
| Region Name | Region of your Salesforce service. This field is read-only. |
| Folder Path | Path to the folder that Salesforce connects to. This field is read-only. |
| AWS Access Key ID | A Salesforce-managed, read-only bucket access key ID. |
Connector Considerations
Keep these behaviors in mind when working with this connector.
- Connected object names must start with a letter and contain only letters, digits, or underscores. Object names can’t end with an underscore.
- Only field names with combinations of alphanumeric, dot, underscore, or dash characters are supported. If a connector includes field names that contain other characters, such as spaces or brackets, the sync fails.
- The connector can sync up to 100 million rows or 50 GB per object, whichever limit is reached first.
- Disabling the connector on the CRM Analytics Settings page removes the connection. You can disable the connector only if it isn’t in use.
