Salesforce Marketing Cloud

Salesforce Marketing Cloud is a comprehensive digital marketing platform within the Salesforce ecosystem. It enables businesses to create and manage marketing campaigns across various channels, including email, social media, mobile, and advertising, providing tools for customer engagement, personalization, and analytics to optimize marketing strategies.

Refer to Salesforce's official documentation to see all available endpoints from the Salesforce Marketing Cloud API.

Authorize Connection to Salesforce Marketing Cloud

In Salesforce

To authorize your Salesforce account, you will need your subdomain name, client ID, and your client secret.

1. In your Salesforce account, navigate to the Setup page.
2. Under Platform Tools, click on Apps, and continue to Installed Packages.
3. Select a package or create a new one with the following permissions to access data extentions:
   1. data_extensions_read
   2. data_extensions_write
   3. email_read
   4. campaign_read
   5. list_and_subscribers_read
4. Select the Server-to-server integration type and assign the following permissions
   1. List and Subscribers - Read, Write
   2. Marketing Cloud Connect - Read, Write
   3. Data Extensions - Read, Write
5. Add an API component to display the Client ID and Client Secret.
6. Copy the values.

In Dataddo

1. On the Authorizers page, click on Authorize New Service and select Salesforce Marketing Cloud.
2. Fill in the following fields:
   1. Subdomain: Your Salesforce Marketing Cloud subdomain name, e.g. mydomain from https://mydomain.auth.marketingcloudapis.com.
   2. Client ID: Your Salesforce client ID.
   3. Client Secret: Secret to your client ID.
3. Rename your authorizer for easier identification and click on Save.

Create a Dataddo Data Extension

To access your data, the Dataddo Salesforce Marketing Cloud connector needs a Data Extension. A data extension is a table or relational database to contain all company or customer information just like a spreadsheet. There are two methods of creating a data extension:

1. In Email Studio
2. In Contact Builder

Create a Data Extension in Email Studio

1. In the top-left menu in Marketing Cloud, hover over Email Studio and click on Email.
2. Under Subscribers, select on Data Extensions.
3. In the top-right, click Create.
4. Select the Standard data extension to create custom fields and data types. You can also add the following types on top of the Standard version.
   1. Filtered: Add filter fields, measures, filters.
   2. Random: Select a random subscriber from a source data extension.
5. Name your extension, skip the External Key field, and add a description.
6. Select your Data Retention settings.
7. Complete the information in the Fields section and include a Primary Key.
8. Click on Create.

Create a Data Extension in Contact Builder

1. In the top-left corner of your your Email Studio, hover over Email, then Audience Builder, and click on Contact Builder.
2. Navigate to the Data Extensions tab and click on Create.
3. Select or create a data extension.
4. Fill in the necessary fields, skip the External Key field, and click on Next.
5. Configure your Data Retention settings.
6. Complete the information in the Fields section and include a Primary Key.
7. Click on Create.

How to Create a Salesforce Marketing Cloud Data Source

1. On the Sources page, click on the Create Source button and select the connector from the list.
2. From the drop-down menu, select your authorizer, Data Extension, and API Version.
   Didn't find your authorizer?

   Click on Add New Authorizer at the bottom of the drop-down and follow the on-screen prompts. You can also go to the Authorizers tab and click on Add New Service.

3. Name your data source and select your metrics and attributes.
4. [Optional] Configure your advanced settings (for more information please refer to the section on Advanced Settings). If you are unsure about how to proceed, we recommend skipping this step.
5. Configure your snapshotting preferences. Choose your sync frequency or the exact synchronization time under Show advanced settings.
   DATADDO TIP

   If you need to load historical data, please refer to the Data Backfilling article.

6. Preview your data by clicking on the Test Data button in the top right corner. You can adjust the date range for a more specific time frame.
7. Click on Save and congratulations, your new data source is ready!

Troubleshooting