Salesforce Docs Portal

Configure a Third-Party Integration

By integrating with third-party products, you can synchronize user information that you collect and store in other applications to deliver real-time personalized experiences across channels. Specifically, this type of integration focuses on tracking incoming clicks from external, or third party, campaigns but not impressions.

Required Editions

Permissions Needed
To configure a third-party integration: A role with Administrator permissions
  1. From the Channels & Campaigns section of the main navigation, select Third-Party > Integration Setup.
  2. Select the application with which you want to integrate.
    Note
    Note Applications that have a green checkmark are already integrated. If the application you want to integrate with isn’t listed, click Add Custom Product and add it.
  3. In the Campaign Match Configuration section, click the dropdown and select the parameter type: Landing Page URL, Landing Page URL Query Parameter, Referrer URL, or Referrer URL Query Parameter.
    1. For Landing Page URL and Referrer URL, select equals, contains, exists, or matches regex, and then enter the URL (either a partial, full, or regular expression).
    2. For Landing Page URL Query Parameter and Referrer URL Query Parameter, enter the parameter name (the default is utm_source) and configure the additional fields.
  4. Edit and delete parameter mappings as needed to meet your integration needs. A list of default parameter mappings is provided.
  5. To add a parameter mapping, click Add Parameter Mapping.
    1. From the dropdown, select a query parameter type and enter a name for it in the following field.
    2. From the next dropdown, select a Personalization target type and enter the target field name that it maps to.
    3. Click OK.
  6. Add other parameter mappings as necessary.
  7. Save your work.