Salesforce Marketing Cloud

Authorizing the Connection

When authorizing the connection you will be asked to provide Subdomain, Client ID, and Client Secret parameters. When the Subdomain is the actual subdomain of your Salesforce Marketing Cloud account, Client ID and Client Secret has to be set in the Marketing Cloud interface.

Where to Find Marketing Cloud Client ID and Client Secret

1. In your Salesforce Marketing Cloud account, go to Setup in the upper right corner under your name.

2. Click on Apps on the left panel under Platform Tools.

3. Click on Installed Packages.

4. Create a new package called Dataddo, or use an existing one, in case you prefer that.

5. Select Server-to-Server integration type.

6. Under the package add an API component.

7. The component gets added along with the Client ID and Client Secret.

8. To get the subdomain search for the URL similar to
   https://xx-xxxx.auth.marketingcloudapis.com, where xx-xxxx is the value needed in the Dataddo configuration.

Also, since the Salesforce Marketing Cloud connector is built around Data Extensions, it is necessary to grant data_extensions_read, data_extensions_write, email_read, campaign_read, list_and_subscribers_read scopes. Please make sure that all these scopes are set, please navigate to the following link for more details.

Data Extensions

The Dataddo Marketing Cloud connector is built to access your data via Data extensions. A data extension is simply a table/relational database that contains all of your company information such as customer data like; Name, Address, Age, Gender, Email, City, etc. In practice, you can put anything in a data extension and keep track of that information, just like you can in a spreadsheet file.

How to Create Data Extensions in Email Studio

1. Hover over Email Studio on the top left menu in Marketing Cloud and click Email.

2. Next, hover over Subscribers and click Data Extensions.

3. Navigate to the top right section of your screen and click Create.

   1. A Standard data extension allows you to create custom fields and data types in your table.

   2. A Filtered data extension allows you to filter fields, measures, and filters for a sendable data extension from a source data extension. You have to have a Standard data extension to create a Filtered data extension.

   3. A Random data extension allows you to randomly select subscribers from a source data extension. Just like with a Filtered data extension, you need a Standard data extension to derive a random data extension. You’ll get a popup and here you can specify the means by which the data extension will be built.

4. Fill in the form choosing a name for your data extension. Skip the External Key field, add a description, and click Next.

5. Next, choose your Data Retention settings.

6. Finally, type in the fields and data types for your data extension and click Create. Please make sure to include a Primary Key.

How to Create Data Extensions in Contact Builder

1. While you're in Email Studio, hover over Email in the top left corner.

2. A drop-down comes up. You should hover over Audience Builder and click on Contact Builder.

3. Now that you're in Contact Builder, you can click Data Extensions on the Data Extensions tab.

4. Click create on the top right corner of the page.

5. Here you can create a new data extension, clone one from an existing data extension, or from a template. Fill in the form choosing a name for your data extension. Skip the External Key field, add a description, and click on Next.

6. Next, choose your Data Retention settings based on compliance and regulatory constraints.

7. Finally, type in the fields and data types for your data extension and click Create. Please make sure to include a Primary Key.

How to Create a Salesforce Marketing Cloud Data Source

1. Sign in to your Dataddo account and click on Sources at the top of the page.

2. Click on Create Source in the top right corner.

3. From the connector from the list of sources. You can type the name of the connector into the search bar to find it faster.

4. From the dropdown menu Choose the Salesforce Marketing Cloud Account and Data Extension you want to connect. Select API Version and click on Next.

   • NOTE: To find, what API version you have, follow this guide.
   1. Didn't find your account?
      If you want to connect a new account that is not on the list, click on Add New Account at the bottom of the drop-down. You will be redirected to the authorization/sign-in page to confirm the right account. Once you confirm, you will be redirected back to the Dataddo app.
      • NOTE: Follow these steps to find your Client ID and Secret Key.
   2. Authorize your account
      If you have not authorized your Account with Dataddo, click on Add new Account and you will be redirected to the authorization/sign-in page.
      
   • After you log in and give Dataddo the necessary permissions to access your data, you will be redirected back to the connector.

5. Choose a Name for your Data Source, select the Fields To continue to the next page, click Next.
   

   • NOTE: You can only select 10 metrics and 7 dimensions per source

6. Configure your snapshotting preferences by choosing your Sync frequency. Under Advanced setting,s you can select the exact Time, of synchronization. Confirm your setup by clicking on Next.
   If the Data range is available to select, you can load historical data. Read more in our guide.

7. Before saving the source, you can see a preview of your data by clicking on the Preview button. you can adjust the date range to a more specific view.

   • Also, you can see the full list of the metrics you selected by clicking on Show all Metrics and attributes, in the left navigation.
     

8. Click on Save and your new Data Source is ready.

Congratulations, your new Data Source is ready!

Broken View / Error Message

If you cannot see a preview of your data, go back a few steps and check your setup. The most common causes are:

Date range - we recommend a smaller date range. If you need to load historical data, check our guide.
Invalid metrics, attributes or breakdowns, or their combination - you may not have any values for them.