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Configure a Salesforce Hybrid Data Connection

LiveRamp Clean Room’s application layer enables companies to securely connect distributed datasets with full control and flexibility while protecting the privacy of consumers and the rights of data owners.

To configure a Salesforce Hybrid data connection, see the instructions below.

Note

This solution is designed for Salesforce solutions that use Salesforce’s “traditional” infrastructure, like Salesforce Sales Cloud. As a company, Salesforce has built and acquired a wide and diverse range of products. But that diversity means that everything labeled “Salesforce” may not fit the instructions below. As a result, Salesforce-owned solutions that do not use the features mentioned below (e.g., Objects) will require further development and discussions.

Overall Steps

Perform the following overall steps in Salesforce to configure a Salesforce Hybrid data connection:

  1. Create a Salesforce Connected App

  2. Configure the Connected App

  3. Generate an initial access token

  4. Get the consumer key and consumer secret

  5. Create or clone an existing profile

  6. Create a new user

Note

For additional information, see these Salesforce resources

Once you've performed the procedures above in Salesforce, perform the following overall steps in LiveRamp Clean Room:

  1. Add the credentials

  2. Create the data connection

For information on performing these steps, see the sections below.

After you've performed all of the overall steps, the data will be ready to be provisioned into a clean room and a query. For instructions, see "Clean Room Owner Implementation Guide".

Create a Salesforce Connected App

To create a Salesforce Connected App:

  1. In Salesforce, log in with your developer account.

  2. In the upper-right corner, hover over the gear icon and then select Setup.

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  3. In the left-hand pane, search for “App Manager” and open it.

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  4. Click New Connected App.

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  5. On the New Connected App page, enter the Connected App name, API name, and contact email.

    Note

    A client would enter the email address of someone who is creating the Connected app or a generic email.

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  6. Scroll down to "API (Enable OAuth Settings)" and check the check box for "Enable OAuth Settings".

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  7. For the Callback URL, provide a Callback (for example, "https://www.liveramp.com").

  8. For the Selected OAuth Scopes, select one of the following options:

    • Manage user data via APIs (api)

    • Perform requests at any time (refresh_token, offline_access)

  9. Click Add > Save

The New Connected App can take up to 10 minutes to take effect.

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Configure the Connected App

To configure the Connected App:

  1. From the Manage Connected Apps page in Salesforce, click Manage for the app you created in the previous procedure.

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  2. From the page that opens, click Edit Policies.

  3. Make the following settings:

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    • Permitted Users: All users may self-authorize

    • IP Relaxation: Relax IP Restrictions

    • Refresh Token Policy: Refresh token is valid until revoked

  4. Click Save.

Generate an Initial Access Token

To generate an initial access token:

  1. In Salesforce, navigate back to the Connected App list, and select Manage.

  2. From the row for the Connected App, select "Manage" from the dropdown on the far right of the row.

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  3. Scroll to "Initial Access Token for Dynamic Client Registration" and click Generate.

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  4. Click OK to confirm.

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Get the Consumer Key and Consumer Secret

To get the consumer key and consumer secret:

Note

Disable any pop-up blockers before performing these steps.

  1. In Salesforce, navigate to the Connected App list.

  2. From the row for the Connected App, select "View" from the dropdown on the far right of the row.

  3. Go to the API (Enable OAuth Settings) section, and click Manage Consumer Details.

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  4. Take note of the Consumer Key and Consumer Secret.

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Create or Clone an Existing Profile

To create or clone an existing profile:

  1. In Salesforce, navigate to Profiles under Administration > Users.

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  2. Clone a profile and give it a name (such as "LiveRamp API Profile").

  3. After the profile has been successfully created, select the new profile and click Edit.

  4. Under "Custom App Settings", uncheck any check boxes that are checked.

  5. Under "Connected App Access", check the check box for the newly-created connected app.

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  6. Under "Administrative Permissions", check the check boxes for "API Enabled" and "Api Only".

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  7. Under "General User Permissions", uncheck any check boxes that are checked.

  8. Under "Standard Object Permissions", check the check boxes for the objects that the profile should have access to (such as "Contacts").

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  9. Click Save.

  10. Navigate back to the Profile page.

  11. Under "Field-level Security", check the checkbox for the object that this profile has access to (such as "Contacts").

  12. Click Edit and check the check boxes for the fields that this profile should have access to.

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  13. Click Save.

Create a New User

To create a new user:

  1. From the profile in Salesforce that was created above, navigate to the View Users page and click New User.

  2. Create a new user (such as "Api User LiveRamp") and then click Save.

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  3. Login to Salesforce with the new user created above. Note the UserName and Password.

  4. Navigate to the Settings and select Reset My Security Token.

  5. Click Reset Security Token to have the token emailed to you.

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  6. Once the email arrives, note the token.

Add the Credentials

To add credentials:

Note

Make sure you are adding to the correct organization in LiveRamp Clean Room (eg, don’t add to the “HQ” org).

  1. From the LiveRamp Clean Room navigation pane, select Data Management → Credentials.

  2. Click Add Credential.

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  3. Enter a descriptive name for the credential.

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  4. Complete the fields as follows:

    • Domain: Enter the domain name used as your org-specific subdomain in Salesforce login and application URLs.

    • Consumer Key and Consumer Secret: Enter the Consumer Key and Consumer Secret.

      Note

      These can be found from Setup, enter Apps, then select App Manager, then select View. Next to Consumer Key and Secret, click Manage Consumer Details.

    • Username: Enter the username generated in the "Create a New User" section above.

    • Password: Enter the password generated in the "Create a New User" section above.

    • Security Token: Enter the token generated in the "Create a New User" section above.

  5. Click Save Credential.

Here, you can specify which object and fields (comma-separated fields) the data connection is for, hence restricting the data pull to those specific Salesforce objects and fields.

Create the Data Connection

To create the data connection:

  1. From the LiveRamp Clean Room navigation pane, select Data Management → Data Connections.

  2. From the Data Connections page, click New Data Connection.

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  3. From the New Data Connection screen, select "Salesforce".

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  4. Select the credentials created in the previous procedure from the list.

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  5. Configure the data connection:

    • Name: Enter a name of your choice.

    • Category: Enter a category of your choice.

    • Dataset Type: Select Generic.

    • Fields: Specify which fields (comma-separated fields) the data connection is for.

    • Salesforce Object: Specify which Salesforce object the data connection is for.

    Note

    The data pull is restrcited to the specified Salesforce objects and fields.

  6. Review the data connection details and click Save Data Connection.

    All configured data connections can be seen on the Data Connections page.

In this section: