Salesforce Marketing Cloud

Last updated on Dec 23, 2024

Tenant: Depending on the tenant type, a tenant can represent the top-level enterprise account, core account, top-level agency account, or your client account.
Subdomain: A subdomain is created within your main domain based on the tenant type. This subdomain is then added to the Application Programming Interface (API) which creates the tenant-specific endpoints. Hevo uses these endpoints to query the data.

To enable Hevo to access data from your Salesforce Marketing Cloud environment, you need to provide the Client ID and the Client Secret to Hevo.

Setup

Data Sync

Prerequisites

An active Salesforce Marketing Cloud instance from which data is to be ingested exists.
The client ID and secret are created in Salesforce Marketing Cloud.
You are assigned the Team Administrator, Team Collaborator, or Pipeline Administrator role in Hevo to create the Pipeline.

Creating the Client ID and Client Secret

Salesforce Marketing Cloud uses the concept of a package to create API integrations, install custom apps, or add custom components. You need to create an API Integration package to generate the Client ID and the Client Secret to allow Hevo to read your Salesforce Marketing Cloud data. To do this:

Log in to your Marketing Cloud Instance.
In the top right, click the drop-down next to your username, and then click Setup.
In the left navigation pane, under Platform Tools, click the Apps drop-down and then click Installed Packages.
On the Installed Packages page, click New.
In the New Package Details window, specify the following:
- Name: A unique name for the package.
- Description: A brief description of the package.
Click Save.
In the Components section, click Add Component.
In the Add Component window, select API integration as the component type, and then, click Next.
Select Server-to-Server as the integration type and click Next.

Note: A Server-to-Server integration allows server interaction without user involvement.
Select the Read check box to grant read-only permission for the following objects:

Email, OTT, Push, SMS, Social, Web, Documents and Images, Saved Content, Journeys, and List and Subscribers.
Click Save.
In the Components, API Integrations section, copy the Client Id and Client Secret and save them securely like any other password.

You can use these credentials while configuring your Hevo Pipeline.

Locating the Subdomain

In the Components, API Integrations section, under Authentication Base URI, copy the subdomain URI and save it securely like any other password. Use this URI while configuring your Hevo Pipeline.

Configuring Salesforce Marketing Cloud as a Source

Perform the following steps to configure Salesforce Marketing Cloud as a Source in your Pipeline:

Click PIPELINES in the Navigation Bar.
Click + CREATE PIPELINE in the Pipelines List View.
On the Select Source Type page, select Salesforce Marketing Cloud.
On the Configure your Salesforce Marketing Cloud Source page, specify the following:
- Pipeline Name: A unique name for your Pipeline.
- Client ID: The API token created in Salesforce Marketing Cloud to enable Hevo to read data from your account.
- Client Secret: The API Secret Key for your API token.
- Sub Domain: A domain name within your main domain based on the tenant type. It is a 28 character string that begins with mc. Read Locating the Subdomain
- Historical Sync Duration: The duration for which you want to ingest the existing data from the Source. Default duration: All Available Data.
  
  Note: If you select All Available Data, Hevo ingests all the data available in your Salesforce Marketing Cloud account since January 01, 2013.
Click TEST & CONTINUE.
Proceed to configuring the data ingestion and setting up the Destination.

Data Replication

For Teams Created	Default Ingestion Frequency	Minimum Ingestion Frequency	Maximum Ingestion Frequency	Custom Frequency Range (in Hrs)
Before Release 2.21	3 Hrs	3 Hrs	24 Hrs	3-24
After Release 2.21	6 Hrs	30 Mins	24 Hrs	1-24

Note: The custom frequency must be set in hours as an integer value. For example, 1, 2, or 3 but not 1.5 or 1.75.

Historical Data: The first run of the Pipeline ingests historical data for the selected objects on the basis of the historical sync duration specified at the time of creating the Pipeline and loads it to the Destination. Default duration: All Available Data.
Incremental Data: Once the historical load is complete, new and updated records for all objects except Campaign, Campaign Asset, Journey, Activity, Email, and Outcome are ingested as per the ingestion frequency.

Schema and Primary Keys

Hevo uses the following schema to upload the records in the Destination:

Data Model

Hevo uses the following data model to ingest data from your Salesforce Marketing Cloud account:

Object	Description
activity	An activity can be a message, a decision, an update, or a combination of these elements that makes a journey. Read journey object below.
campaign	Contains information about a campaign.
campaign_asset	Contains the list of assets associated with a campaign.
email	Contains the content of the email sent to the subscriber(s).
event(sent), event(bounce), event(open), event(click)	Contains information about an event when an email is sent, bounced, opened, or clicked.
journey	Contains the customer lifecycle interaction events. A journey has a goal and an exit which enables you to estimate the efficiency of your campaigns.
link	Contains the link attached in the email sent to the subscriber(s).
link_send	Contains details about the link attached in the email sent.
list	Contains the list of subscribers.
list_subscriber	Contains the subscribers for a list or the lists for a subscriber. A subscriber can belong to multiple lists and vice versa.
outcome	Contains information about the outcome of an activity.
send	Contains information about the time you send an email or an SMS to the subscriber(s).
subscriber	Contains information about the person who has subscribed to an email.
triggered_send	Contains information about the first time an event is triggered.

Additional Information

Read the detailed Hevo documentation for the following related topics:

Source Considerations

The earliest date from which the data is fetched is 1st Jan, 2013.
By default, all available historical data is synchronized.
In Salesforce Marketing Cloud, whenever an object changes, its ModifiedDate timestamp field gets updated. Hevo uses this field to identify Events for incremental ingestion. However, the UniqueClicks and UniqueOpens fields in the Send object do not trigger an update to the ModifiedDate, even when their values change. As a result, this object is not picked up during the incremental load, leading to a data mismatch.

As a workaround, you can use the OpenEvent and ClickEvent objects to retrieve the data for UniqueOpens and UniqueClicks based on the ModifiedDate. This is done using the SendID field which acts as a unique identifier for a specific event in the Send object, for example 12345.

To retrieve the count of UniqueOpens for the SendID 12345, query the OpenEvent object:
```
SELECT COUNT(DISTINCT subscriber_key) 
FROM open_event 
WHERE send_id = '12345'
```
Similarly, to retrieve the count of UniqueClicks for the same SendID, query the ClickEvent object:
```
SELECT COUNT(DISTINCT subscriber_key) 
FROM click_event 
WHERE send_id = '12345'
```

Limitations

Hevo currently supports limited Salesforce Marketing Cloud objects. To view the total list of objects available in Salesforce Marketing Cloud, see this.

Revision History

Refer to the following table for the list of key updates made to this page:

Date	Release	Description of Change
Dec-23-2024	NA	Updated the Source Considerations section to specify behavior of Send object.
Mar-05-2024	2.21	Updated the ingestion frequency table in the Data Replication section.
Feb-20-2023	NA	Updated section, Configuring Salesforce Marketing Cloud as a Source to update the information about historical sync duration.
Dec-07-2022	NA	Updated section, Data Replication to reorganize the content for better understanding and coherence.
Oct-25-2021	NA	Added the Pipeline frequency information in the Data Replication section.
Jul-26-2021	NA	Added a note in the Overview section about Hevo providing a fully-managed Google BigQuery Destination for Pipelines created with this Source.
Feb-22-2021	NA	Updated the Limitations section to specify support for limited SFMC objects.