Connect your Adestra-Salesforce App 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: Multiple Adestra–Salesforce connections can be configured; each configuration must be assigned a unique Remote Connection ID, and the same Remote Connection ID must be used when configuring the associated remote lists using the token provided for that configuration.

12. 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.