Salesforce Marketing Cloud

Salesforce Marketing Cloud is a marketing automation platform that enables you to create and manage marketing relationships.

SFMC uses the concept of tenants and subdomains to host the data for your projects.

  • 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.

Prerequisites

Configuring Salesforce Marketing Cloud as a Source

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

  1. Click PIPELINES in the Asset Palette.

  2. Click + CREATE in the Pipelines List View.

  3. In the Select Source Type page, select Salesforce Marketing Cloud.

  4. In the Configure your Salesforce Marketing Cloud Source page, specify the following:

    Test and Continue

    • 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 the past data must be ingested.

  5. Click TEST & CONTINUE.

  6. Proceed to configuring the data ingestion and setting up the Destination.

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:

  1. Log in to your Marketing Cloud Instance.

  2. In the top right, click the drop-down next to your username, and then click Setup.

    Click Setup

  3. In the left navigation pane, click the Apps drop-down under Platform Tools, and then, click Installed Packages.

    Click Installed Packages

  4. In the Installed Packages page, click New.

    Click New

  5. In the New Package Details window, specify the following:

    New package details

    • Name: A unique name for the package.

    • Description: A brief description of the package.

  6. Click Save.

  7. In the Components section, click Add Component.

    Add Component

  8. In the Add Component window, select API integration as the component type, and then, click Next.

    Select API integration

  9. Select Server-to-Server as the integration type and click Next.

    Select Integration type

    Note: A Server-to-Server integration allows server interaction without user involvement.

  10. Select the Read checkboxes 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.

    Set server to server properties

  11. Click Save.

  12. Locate your Client Id and Client Secret under Components, API Integration.

    Locate Client Id and Secret

Locating the Subdomain

Data Replication

Historical Data: Once you create the Pipeline, all data associated with your Salesforce Marketing Cloud account is ingested by Hevo and loaded into the Destination.

Incremental Data: Once the historical load is completed, each subsequent run of the Pipeline:

  • Fetches the entire data for the campaign, campaign_asset, journey, activity, email, and outcome objects.

  • Fetches incremental data for all the other objects.

Source Consideration

  • The earliest date from which the data is fetched is 1st Jan, 2013.
  • By default, all available historical data is synchronized.

Schema and Primary Keys

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

SFMC ERD

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.

Limitations

None.

Last updated on 20 Jan 2021