---
title: How do I set up Salesforce Data Cloud as an Outgoing Integration?
description: This guide will walk you through connecting your Salesforce Data Cloud (formerly Data 360) to Tradable Bits
---

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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](https://www.google.com/url?source=gmail&sa=E&q=https://developer.salesforce.com/docs/data/data-cloud-int/guide/c360-a-connect-an-ingestion-source.html) 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: 3.0.3info:  title: TBITS TESTING  description: For SalesForce Data 360  version: 1.0.0components:  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](https://resources.tradablebits.com/hs-fs/hubfs/Screenshot%202026-09-01%20at%204.08.22%20PM.png?width=406&height=317&name=Screenshot%202026-09-01%20at%204.08.22%20PM.png) 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](https://developer.salesforce.com/docs/data/data-cloud-int/guide/c360-a-create-ingestion-api-connected-app.html)).

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](https://resources.tradablebits.com/hs-fs/hubfs/Screenshot%202026-09-01%20at%204.14.55%20PM.png?width=477&height=174&name=Screenshot%202026-09-01%20at%204.14.55%20PM.png)  
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](https://resources.tradablebits.com/hs-fs/hubfs/Screenshot%202026-09-02%20at%2011.12.44%20AM.png?width=670&height=300&name=Screenshot%202026-09-02%20at%2011.12.44%20AM.png)

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](https://resources.tradablebits.com/hs-fs/hubfs/Screenshot%202026-09-02%20at%2011.25.02%20AM.png?width=670&height=301&name=Screenshot%202026-09-02%20at%2011.25.02%20AM.png)

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](https://developer.salesforce.com/docs/data/data-cloud-int/guide/c360-a-create-ingestion-data-stream.html).*

*![Screenshot 2026-09-02 at 11.28.12 AM](https://resources.tradablebits.com/hs-fs/hubfs/Screenshot%202026-09-02%20at%2011.28.12%20AM.png?width=670&height=297&name=Screenshot%202026-09-02%20at%2011.28.12%20AM.png)*

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**](mailto:support@tradablebits.com)

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