Audience Insights Salesforce Integration Setup

Once a connected app has been created in Salesforce, a Salesforce publish integration can be added to the Audience Insights system. This topic will cover how to create that publish integration.


  • Must have a package that provide Data and Marketing Automation Platform connections or a package that provides access to Audience Engagement Insights or Audience Subscriber Insights (if you have not purchased Audience Insights, Contact Support to have them set up the integration for you)
  • Must be an admin for the Audience Insights account
  • Salesforce account
  • Salesforce Connected App set up: Salesforce Connected App Setup
  • Must be a Salesforce user with permissions to authorize access to a connected app

Add Publish Integration

  1. From a logged in Audience Insights scorecard, navigate to the Settings page.
  2. Scroll down to the Publish Integrations section and click Add Integration:
    Add Integration
    Add Integration
  3. In the modal dialog, select Salesforce from the Destination dropdown:
    Add Integration Dialog
    Add Integration Dialog
  4. Fill out the form with the values that were created when setting up the Connected App.
    • The Consumer Key and Consumer Secret will be the values from the Manage Consumer Details section of the Salesforce connected app.
    • The Automated Export option controls how often there should be an automated publish to the Salesforce integration.
  5. Clicking Create will redirect the user to Salesforce. If they are not logged in already, they will be prompted to log into Salesforce. There will be a prompt from within Salesforce asking the user to authorize access for the application. If they accept, they will be redirected back to the scorecard.
    Authorize in Salesforce
    Authorize in Salesforce
    Integration Successful
    Integration Successful

Publish Manual Report

  • To use the newly added publish integration the user can manually publish a report.
    1. Generate a report from the Audience Insight scorecard UI and navigate to the Reports page:
    2. Reports Page
      Reports Page
    3. Click on the menu icon next for the report to manually publish. Select Publish to Salesforce.
    4. The report will first move into the sync pending state where it sync contacts, joining contacts based on their email hash:
      Publish Pending
      Publish Pending
    5. Then it will enter the publish state where it updates the contacts in Salesforce.
    6. Finally it will move to the completed state.