Success Story
Building A Best-Practice Data Integration For Save The Children
Tap CXM’s Adobe Campaign and Salesforce expertise enabled Save The Children to migrate its database and mature its CXM capabilities.
Industry
International Non-Profit
Date delivered
February 2025
Length of project
1 year
Solution provided
Understanding customers as individuals, Delivering personalised CX at scale, Managing efficient operations
Technology
Salesforce, Adobe Campaign
The Project
After 10+ years with the same data warehouse, Save The Children decided it was time to upgrade. A new Salesforce instance would enable a single, progressive supporter view. Designed to improve communications and streamline organisational processes. Our job was to integrate Salesforce and Adobe Campaign – which the UK charity uses to engage 3M+ people – to best-practice standards.
The Challenge
Like any digital transformation project, Save The Children’s migration to Salesforce wasn’t a simple lift-and-shift:
- 10+ years of database work can’t be ignored; we had to establish ‘how do historical fields matter today?’
- New infrastructure within Salesforce, which also needed to be reflected in Adobe Campaign, prevented a 1:1 data translation.
- Data needed to flow into and out of Salesforce for a progressive, comprehensive supporter view.
- Connections needed to be rebuilt to prevent breakages in the data supply chain.
- Data was to be clean and compliant before going to operational platforms, and usable and valuable when it came back.
As the resident Adobe Campaign experts on the project, Tap CXM collaborated with Save The Children and Salesforce to bridge the two MarTech tools.
This required a tailored blend of technical, consulting and platform development expertise. The complex integration comprised of 6+ interdependent projects, including:
- Auditing the old system to migrate useful fields and trim invalid fields.
- Rebuilding the global data structure in Campaign and Salesforce.
- Configuring the Campaign ↔ Salesforce API for two-way data sharing.
- Overhauling data import and export processes.
- Adjusting the Campaign user interface to make important data visible and usable.
- Ensuring data is safe and compliant within Campaign.
- Preventing email deliverability and continuity issues during the migration.
- Phased testing to ensure everything functions properly.
A smooth and stable integration enabled bi-directional data flow for a comprehensive, consistent and up-to-date view of records in Salesforce, and seamless segmentation and targeting in Campaign.
The Results
The Salesforce-Adobe Campaign connection was operating seamlessly by early 2025. Campaign can ingest, filter, query and segment data from Salesforce tables. Salesforce captures data from Campaign and other sources in a single supporter view. The old data warehouse is no longer in the picture, and Save The Children has scalable, compliant, and user-friendly processes enabled by a best-practice integration.
