Connect your Adestra-Salesforce App (2025) Remote Lists

To use remote lists with the 2025 Adestra-Salesforce app:

  1. Select your workspace in Adestra.

  2. In the Data menu, select Remote Connection.

  3. Press the + Create Connection button.

  4. Enter a connection name.

  5. Optional: add a description to aid in identifying the connection and its purpose/details.

  6. Select HTTPS for the server protocol.

  7. Adestra will provide a middleware URL as part of the app setup. Enter this URL for the Host URL.

    Note: do not include the https:// part of the URL as the protocol is already defined.

  8. The host port number should use the default settings.

  9. Enter your intended server username, i.e. the name you have/want as your username.

  10. Enter the middleware token provided at the time of new app installation as your server password.

  11. Press the Create button.

    Note:you only need to create a single Adestra-Salesforce connection. All Salesforce driven remote lists use the same connection.

  12. Create a remote list with the following remote connection information:

    • Server connection to use - connection created above.

    • Path - salesforce/remotelist/salesforcecampaignid.csv.gz, substituting in your Salesforce campaign id, e.g. salesforce/remotelist/12345.csv.gz

      Note: if using the Contact or Campaign objects, there may be missing fields when you go to map your fields.

      If there are fields missing in the mapping, usually a result of having a large number of profiles/fields, configure your remote list using the path - salesforce/remotelist/salesforcecampaignid.preview.csv.gz

      Once the fields are mapped, return to the remote list configuration and remove the .preview suffix to finalise your remote list connection.

    • Owner - choose the list owner. This will default to you as the current user.

  13. If updating an existing remote list:

    1. In your existing list, select the Remote Source tab.

    2. Change your Server connection to use to the connection created above.

    3. Enter salesforce/remotelist/salesforcecampaignid.csv.gz, substituting in your Salesforce campaign id, e.g. salesforce/remotelist/12345.csv.gz.

    4. Press the Create button.