Salesforce Marketing Cloud

Dataddo's Salesforce Marketing Cloud connector offers simple API data extraction without writing a single line of code.

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.

In order to get Client ID and Client Secret please follow these steps:

  • Go to "Setup" (upper right corner under your name)
  • Click on "Apps" (on the left panel under Platform Tools)
  • Click on "Installed Packages"
  • Create a new package called "Dataddo" (or use an existing one, in case you prefer that)
  • Select Server-to-Server integration type
  • Under the package add an API component
  • The component gets added along with the Client ID and Client Secret
  • to get the subdomain search for the URL similar to https://xx-xxxx.auth.marketingcloudapis.com, where xx-xxxx is the value needed in 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 following link for more details: https://developer.salesforce.com/docs/atlas.en-us.noversion.mc-app-development.meta/mc-app-development/data-access-permissions.htm

 

In case you are receiving an error when navigating to Salesforce Marketing Cloud connector, please make sure that all the permissions for the package are set correctly.

Data extensions

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.

Creating 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.

Creating 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 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.