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.

Where to find Marketing Cloud Client ID and Client Secret


Number 1 In your Salesforce Marketing Cloud account, go to Setup in the upper right corner under your name.
Number 2

Click on Apps on the left panel under Platform Tools.

Number 3 Click on Installed Packages.
Number 4 Create a new package called Dataddo, or use an existing one, in case you prefer that.
Number 5 Select Server-to-Server integration type.
Number 6 Under the package add an API component.
Number 7 The component gets added along with the Client ID and Client Secret.
Number 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 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.

WARNING: 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

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


Number 1 Hover over Email Studio on the top left menu in Marketing Cloud and click Email.
Number 2

Next, hover over Subscribers and click Data Extensions.

Number 3 Navigate to the top right section of your screen and click Create.
  a) A Standard data extension allows you to create custom fields and data types in your table.
  b) 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.
  c) 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. 
Number 4 Fill in the form choosing a name for your data extension. Skip the External Key field, add a description, and click Next.
Number 5 Next, choose your Data Retention settings.
Number 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

   
Number 1 While you’re in Email Studio, hover over Email in the top left corner.
Number 2

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

Number 3 Now that you’re in Contact Builder, you can click Data Extensions on the Data Extensions tab.
Number 4 Click create on the top right corner of the page.
Number 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.
Number 6 Next, choose your Data Retention settings based on compliance and regulatory constraints.
Number 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

   
Number 1

Sign in to your Dataddo account and click on Sources at the top of the page. Home Page - Data Source

Number 2

Click on Create Source in the top right corner.Data Sources - Create Source

Number 3 From the list of sources, choose Marketing Cloud. You can type the name into the search bar to find the connector faster.
Salesforce Marketing Cloud - step 3
Number 4

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. Salesforce Marketing Cloud - step 4

a) Add new account
If you want to connect a Salesforce Marketing Cloud account, which is not on the list, click on Add Account. You will be redirected to the sign-in page to confirm the right account where you need to fill out necessary fields. Once you confirm, you will be redirected back to the Dataddo app.
Salesforce Marketing Cloud - step 4 add new

NOTE: Follow these steps to find you Cliend ID and Secret Key.

Salesforce Marketing Cloud - login

b) Authorize your account
If you have not authorized your Salesforce Marketing Cloud Account with Dataddo, click on Authorize and you will be redirected to your account to log in.
Salesforce Marketing Cloud - step 4 authorization
After you log in and give Dataddo the necessary permissions to access your data, you will be redirected back to the connector.
Number 5

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

Salesforce Marketing Cloud - step 5

Number 6

On the snapshotting page, you can set up the destination configuration. To help you with the snapshot mapping, we make it easier for you to create a connection to the destination based on your preference.

  • a) Click on the option Dashboarding App if you want your data to connect to applications such as Google Data Studio, Power BI, or Tableau.
  • b) Click on the option Data Warehouse, if you want your data to be sent to warehouse storage, e.g., MySQL, Big Query, or PostgreSQL.
Salesforce Marketing Cloud - step 6
Number 7

Configure your snapshotting preferences by choosing your Data range*, Sync type, Sync frequency, Time, and Timezone. Confirm your setup by clicking on Next.

NOTE: *If the Data range is available to select, you can load historical data. Read more about it in our guide.

Salesforce Marketing Cloud - step 7

Number 8 In the last step, you can preview your data. Click on Save and your new Data Source is ready.
Salesforce Marketing Cloud - step 8 error

*

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.
Salesforce - step 6

Congratulations, your new Data Source is ready!


Need assistance?

Feel free to contact us or create a ticket and we will help you set up the Data Source.