Salesforce Marketing Cloud
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Salesforce Marketing Cloud is a marketing automation platform that enables you to create and manage marketing relationships.
Prerequisites
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An active Salesforce Marketing Cloud instance is running.
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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:
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Click PIPELINES in the Asset Palette.
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Click + CREATE in the Pipelines List View.
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In the Select Source Type page, select Salesforce Marketing Cloud.
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In the Configure your Salesforce Marketing Cloud Source page, specify the following:
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Pipeline Name: A unique name for your Pipeline.
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Client ID: The API token created in Salesforce Marketing Cloud to enable Hevo to read data from your account.
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Client Secret: The API Secret Key for your API token.
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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.
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Click TEST & CONTINUE.
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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:
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Log in to your Marketing Cloud Instance.
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In the top right, click the drop-down next to your username, and then click Setup.
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In the left navigation pane, under Platform Tools, click the Apps drop-down and then click Installed Packages.
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In the Installed Packages page, click New.
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In the New Package Details window, specify the following:
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Name: A unique name for the package.
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Description: A brief description of the package.
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Click Save.
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In the Components section, click Add Component.
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In the Add Component window, select API integration as the component type, and then, click Next.
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Select Server-to-Server as the integration type and click Next.
Note: A Server-to-Server integration allows server interaction without user involvement.
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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.
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Click Save.
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Locate your Client Id and Client Secret under Components, API Integration.
Locating the Subdomain
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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.
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 |
---|---|---|
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. |