Salesforce Marketing Cloud
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Salesforce Marketing Cloud is a marketing automation platform that enables you to create and manage marketing relationships.
For creating Pipelines using this Source, Hevo provides you a fully managed BigQuery data warehouse as a possible Destination. This option remains available till the time you set up your first BigQuery Destination irrespective of any other Destinations that you may have. With the managed warehouse, you are only charged the cost that Hevo incurs for your project in Google BigQuery. The invoice is generated at the end of each month and payment is recovered as per the payment instrument you have set up. You can now create your Pipeline and directly start analyzing your Source data. Read Hevo Managed Google BigQuery.
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.
An active Salesforce Marketing Cloud instance is running.
The Client ID and the Client Secret are created in Salesforce Marketing Cloud.
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 Asset Palette.
Click + CREATE in the Pipelines List View.
In the Select Source Type page, select Salesforce Marketing Cloud.
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.
Click TEST & CONTINUE.
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:
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, click the Apps drop-down under Platform Tools, and then, click Installed Packages.
In 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.
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 checkboxes to grant
read-onlypermission for the following objects:
Email, OTT, Push, SMS, Social, Web, Documents and Images, Saved Content, Journeys, and List and Subscribers.
Locate your Client Id and Client Secret under Components, API Integration.
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.
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
Fetches incremental data for all the other objects.
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:
Hevo uses the following data model to ingest data from your Salesforce Marketing Cloud account:
|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.|
|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.|
- Hevo currently supports limited Salesforce Marketing Cloud objects. To view the total list of objects available in Salesforce Marketing Cloud, see this.
Refer to the following table for the list of key updates made to this page:
|Date||Release No.||Description of Change|
|Jul-26-2021||NA||Added a note in the Overview section about Hevo providing a fully-mananged Google BigQuery Destination for Pipelines created with this Source.|
|Feb-22-2021||NA||Updated the Limitations section to specify support for limited SFMC objects.|