# Salesforce Sales & Service Cloud

Didomi allows you to push your lead and contact data to both Salesforce Sales Cloud and Service Cloud, while collecting user preferences through Didomi Preference Management.

💡 You only need to set up a single integration to sync both Sales Cloud and Service Cloud with Didomi.

{% hint style="info" %}
Make sure you have your Salesforce Sales and Service Cloud premium feature enabled. [Contact our support](mailto:support@didomi.io) team to learn more.
{% endhint %}

### Step #1 - Fetch your Salesforce API credentials

1. Log in to your [Salesforce Developer Portal](https://developer.salesforce.com/)
2. Go to Apps > App Manager and click "New Connected App"
3. Fill in the form to create the Didomi integration app
4. In "API (Enable OAuth Settings)", make sure that:
   1. "enable OAuth Settings" is selected
   2. "Selected OAuth Scopes" has Full access (full) selected\ <br>

      <figure><img src="https://support.didomi.io/hs-fs/hubfs/Screenshot%202023-10-31%20at%2010-04-59-png.png?width=523&#x26;height=787&#x26;name=Screenshot%202023-10-31%20at%2010-04-59-png.png" alt=""><figcaption></figcaption></figure>
5. Click Save, then Continue.
6. Click on "Manage Consumer Details".<br>

   <figure><img src="https://support.didomi.io/hs-fs/hubfs/Screenshot%202023-10-31%20at%2010-35-10-png.png?width=504&#x26;height=783&#x26;name=Screenshot%202023-10-31%20at%2010-35-10-png.png" alt=""><figcaption></figcaption></figure>
7. Obtain your Client ID and Secret, which will be used in [Step#2](#step-2-enable-your-didomi-salesforce-integration) below.

   <figure><img src="https://support.didomi.io/hs-fs/hubfs/Screenshot%202023-10-31%20at%2010-35-22-png.png?width=508&#x26;height=327&#x26;name=Screenshot%202023-10-31%20at%2010-35-22-png.png" alt=""><figcaption></figcaption></figure>

### Step #2 - Enable your Didomi-Salesforce integration

Once your connected app is created in the Salesforce Developer portal, you can proceed to finalize your integration config in the Didomi Console.

Navigate to the [Didomi Console,](https://console.didomi.io) click on the **Marketplace module** in the left menu, then follow these steps:

**Settings**

1. Add the Client ID and Client Secret previously collected in [Step #1](#step-1-fetch-your-salesforce-api-credentials) above.
2. Add your token URL: this is the base URL of the authentication endpoint of your Salesforce server.
   1. For example, if your authentication URL is: <https://my-domain.sandbox.my.salesforce.com/services/oauth2/token>
   2. Then only insert the base URL like this: **<https://my-domain.sandbox.my.salesforce.com>**
3. Select which Salesforce object you would like Didomi to synchronise consent data to: Contact or Lead.<br>

   <figure><img src="https://support.didomi.io/hs-fs/hubfs/Screenshot%202023-10-31%20at%2010-11-06-png.png?width=486&#x26;height=677&#x26;name=Screenshot%202023-10-31%20at%2010-11-06-png.png" alt=""><figcaption></figcaption></figure>
4. Click on "Save Settings".

{% hint style="info" %}
If you are willing to synchronise both Leads and Contact preferences within the same Didomi organization, please [contact our support](mailto:support@didomi.io) to get a new integration config.
{% endhint %}

**Options**

* Upsert mode: by enabling this option, you authorise Didomi to create new Leads/Contacts while pushing user preferences to Salesforce.
  * If Upsert mode is enabled: Didomi will check if the organization\_user\_id (provided when the user submits their preference on Didomi's Preference Management widget) matches the email address of a Lead/Contact. If not, Didomi will create a new Lead/Contact in Salesforce database on your behalf.

**Mapping**

{% hint style="info" %}
Make sure your Salesforce Lead/Contact attributes are already created in Salesforce before you start the Mapping step.
{% endhint %}

![](/files/5pFlHlcOjkEluxWVYPC3)

* For each purpose/preference/preference value, select the corresponding Salesforce Lead/Contact property from the Dropdown (scroll or search by name).

![](/files/AvFOvsXwWvEIL1dKIlfb)

There are some rules when it comes to mapping Didomi properties with Salesforce properties:

* Purpose -> Boolean
* Preference -> string
* Preference value -> Boolean

Learn more about the Didomi - Salesforce Sales & Service Cloud integration in our [Developer documentation](https://developers.didomi.io/integrations/third-party-apps/preference-management-platform-integrations/salesforce-sales-and-service-cloud).


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