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.

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Prerequisites

• An active Salesforce Marketing Cloud instance is running.

• The Client ID and the Client Secret are created in Salesforce Marketing Cloud.

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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:

   

   • 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.

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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.

   

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

   

4. In the Installed Packages page, click New.

   

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

   

   • 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.

   

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

   

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

   

   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.

    

11. Click Save.

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

    

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Locating the Subdomain

• Once you create the Client ID and the Client Secret, locate the subdomain below the Client Id and the Client Secret under Authentication Base URI.

  

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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.

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Source Consideration

• The earliest date from which the data is fetched is 1st Jan, 2013.

• By default, all available historical data is synchronized.

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Schema and Primary Keys

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

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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.

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Limitations

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