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How do I set up Salesforce Data Cloud as an Outgoing Integration?

This guide will walk you through connecting your Salesforce Data Cloud (formerly Data 360) to Tradable Bits

Push your Tradable Bits fan data to Salesforce Data Cloud

The Tradable Bits + Salesforce Data Cloud integration allows you to push fan profile records and subscription states from your Tradable Bits database directly to your Salesforce Data Cloud setup. This ensures your customer profiles and activation segments are continuously updated with direct fan activity and communication preferences.

Set Up Steps:

To set up your Salesforce Data Cloud integration, you'll need to configure your data ingestion parameters in Salesforce first. Once that's done, you'll move to Tradable Bits to map those details and finish the setup process. 

Salesforce Setup:

1. Create an Ingestion API

1. Follow the Salesforce Guide on Connecting an Ingestion Source to create your Ingestion API. 

2. Prepare and upload your schema file. An example YAML schema (Fan schema) containing all core fields for the outgoing integration is provided below. (Note: Additional custom fields can be added, but removing them later requires resetting multiple setup components).

openapi: 3.0.3
info:
  title: TBITS TESTING
  description: For SalesForce Data 360
  version: 1.0.0
components:
  schemas:
    Fan:
      type: object
      required:
        - fan_id
      properties:
        fan_id:
          type: number
          example: 123
        first_name:
          type: string
          example: Jane
        last_name:
          type: string
          example: Doe
        email:
          type: string
          format: email
          example: jane.doe@example.com
        is_subscribed:
          type: boolean
          example: True
        is_phone_subscribed:
          type: boolean
          example: False
        source:
          type: string
          example: activity
        phone:
          type: string
          format: phone
          example: +16045557777
        add_custom:
          type: string

Screenshot 2026-09-01 at 4.08.22 PM

2. Create an External Client App:

1. In your regular Setup Page, navigate to Apps > External Client Apps > External Client App Manager.

2. Click New External Client App.

3. Check the box to Enable OAuth Settings.

4. Enter any valid URL for the Callback URL (this will not be actively used).

5. Ensure the necessary OAuth Scopes are selected (the main three are indicated here).

6. Enable Client Credentials Flow so the key and secret can be used for authorization later.
Screenshot 2026-09-01 at 4.14.55 PM
7. Click Save.

3. Edit External Client App Policies:

1. While still in the manager for your new App, click Edit.
Screenshot 2026-09-02 at 11.12.44 AM

2. Under the Policies tab, verify that Enable Client Credentials Flow is checked.

3. For Run As, select the username of a valid Salesforce user account responsible for pushing data (e.g., <username>@agentforce.com, which can be found in your Profile settings under Personal Information).

4. Click Save.

Screenshot 2026-09-02 at 11.25.02 AM

5. Navigate to the Settings tab and, under the OAuth Settings section, copy and securely save both the Consumer Key and Consumer Secret. You'll need to have these on hand for the Tradable Bits setup.

4. Create Data Stream

For additional reference, see the Salesforce guide on creating an Ingestion Data Stream.

Screenshot 2026-09-02 at 11.28.12 AM

1. Click the gear icon and open Data Cloud Setup.

2. At the bottom right of the page, click the link to Go to Data Cloud.

3. Navigate to Data Streams and click New.

4. Under Connected Sources, select Ingestion API.

5. Select the Fan object (or the name you specified in your schema).

6. Set the Category to Profile.

7. Optional: If you are pushing multiple sources per fan, click New Formula Field and create a new Key column that is a composite of the fan_id and source using this formula: CONCAT(sourceField['fan_id'] , "_", sourceField['source']). Set this new field as your Primary Key.

8. Click Deploy.



Tradable Bits Setup

1. Create the outgoing integration

1. Log in to your Tradable Bits account and navigate to Integrations > Outgoing Integrations.

2. Click +New and create an Outgoing Integration for Salesforce Data 360 / Data Cloud.

3. Fill in the required fields:

  • Name: Give your integration a recognizable name.
  • Consumer Key: Paste the key copied from your Salesforce OAuth settings.
  • Consumer Secret: Paste the secret copied from your Salesforce OAuth settings.
  • Domain URL: Locate this in Salesforce under Setup > Settings (bottom left) > Company Settings > My Domain. Use your "Current My Domain URL".
  • Data Cloud Source API Name: Input the Source API Name of your Connector (Ingestion API in Data Cloud Setup).
  • Data Cloud Setup Object Name: Enter the object name used in your schema (e.g., Fan).
4. Map your Core Fields: first_name, last_name, email, phone, is_subscribed, is_phone_subscribed, and source (if push is enabled). Custom fields can be added, but they must exist in your Salesforce schema and be mapped accordingly.
  • Save your integration.


2. Verify your data

To confirm the integration is working, navigate to your Salesforce Data Cloud Product:

  1. Go to Data Explorer.
  2. Select the Data Lake Object for the one you set up in the ingestion API (matching your Tradable Bits setup).
  3. Your pushed records should appear here. Note: Records may appear in the Data Explorer before they reflect on the main Data Stream page due to Salesforce processing times.

Still need assistance? Please reach out to your Customer Success Team or contact support@tradablebits.com