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Salesforce Marketing Cloud Setup Guide

Below are needed to configure Salesforce Marketing Cloud Connector in Skypoint AI platform.
  1. Client Id
  2. Client Secret
  3. Authentication URL

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Steps to configuration.

  1. Navigate to Data > Dataflows click on + Add Dataflows
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  1. Under Select Dataflow name, mention the connector name.
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  1. From Choose Connector, click the connector name Salesforce Marketing Cloud.
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  1. You will be directed to configuration set up a below.
  2. Under General, below the Dataflow Name, enter the name of the connector and mention the description about the connector (optional) and click on Save.
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  1. Click on Connector, which is right next to General. Under Configuration, mention the details as required.
image Once you enter all the required details, Click Connect:
  • This will fetch all Subscriber Lists, Campaigns and Data Extensions.
  • Upon clicking the Connect button, it will validate your credentials. If it is successful, you will see a notification Data loaded successfully else it will show the error message that login has failed.
  • Upon successful connection, you will see the names of all Subscriber Lists, Campaigns and Data Extensions imported from the source with headers like Name, Type, Entity Name etc.
  • Select the required entities and save the data flow.
  • You can Run the data flow as and when required by choosing the Run action from dataflow screen.
  • Upon successful run, two entities will be created named sfmc_events from all event activities and sfmc_subscribers from all subscribers from Lists, Campaigns and Data Extensions.

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Configuring Activities Import

You need to make selection from below options:
  1. Activity Start Date : Set start date for range. Leave as dd-mm-yyyy to import activities since beginning. Select entered date and press delete to clear.
  2. Activity End Date : Set end date for range. Leave as dd-mm-yyyy to import activities till today. Select entered date and press delete to clear.
  3. Activities : Select subset of activities to import. By default, all activities are selected.
  • The Date Range is optional. If it’s selected it will fetch all activities since beginning till today.
  • If Start Date is provided it will fetch all activities from given start date.
  • If End Date is provided it will fetch all activities till given end date.
  • Choose any subset of Activities from these event types “BounceEvent, ClickEvent, ForwardedEmailOptInEvent, ForwardedEmailEvent, OpenEvent, SentEvent, SurveyEvent, UnsubEvent”.
  • This will fetch all activities from selected event types to generate a entity sfmc_events.
:::note The full refresh/first retrieval of entities will take time to be finished as the number of activities will be huge. :::

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Obtain Client ID and Client Secret from Salesforce Marketing Cloud

Perform the following steps to retrieve the Client ID and Client Secret for a new package:
  1. Log in to Salesforce Marketing Cloud.
  2. Go to Setup >> Apps >> Installed Packages
  3. Click New to create a new package.
  4. In the New Package Details window, enter the name and description for the package.
To use OAuth 2.0, select Create with enhanced functionality (recommended).
  1. Click Add Component.
  2. Select API Integration as the component type.
  3. Click Next.
  4. Select Server-to-Server as the integration type.
  5. Click Next.
  6. Select the following Permissions for the Server-to-Server properties:
For both import and export integrations workflows of Skypoint AI and Salesforce Marketing Cloud, client keys will need the following access permissions:
WorkflowsPermissions
Contacts - List and SubscribersRead, Write
Hub - CampaignsRead, Write
Data - Data ExtensionsRead, Write
Data - Tracking EventsRead, Write
Provisioning - AccountsRead, Write
Automation - JourneysRead, Write
Contacts - AudiencesRead, Write
Channels - EmailRead, Write
Marketing Cloud ConnectRead, Write
  1. Click Save.
The Components section displays the Client ID and Client Secret for the package. Perform the following steps to retrieve the Client ID and Client Secret for an existing package:
  1. Go to Setup >> Apps >> Installed Packages The Installed Packages page lists all the packages installed in the Salesforce Marketing Cloud account.
  2. Select a package and go to the Components section.
    • To add a new component, click Add Component.
    • To edit existing component, click Edit.
    The Components section displays the Client ID and Client Secret for the package.
  3. Click Save.
If an existing package uses OAuth 1.0, you cannot edit the package to use OAuth 2.0. You must create a new package to use OAuth 2.0. Skypoint AI recommends that you upgrade to OAuth 2.0 before Salesforce Marketing Cloud drops support for OAuth 1.0. For information about configuring installed packages and API integration, see the following URL: https://developer.salesforce.com/docs/atlas.en-us.noversion.mc-app-development.meta/mc-app-development/index.htm Select API Integration as the component type.

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Dealing with Data Extensions

A data extension in Marketing Cloud Email Studio is a table within the application database that holds your data. It has certain constraints: the name of the data extension and its column names cannot start with an underscore (_) or it will cause an error. Refer below links for data extension creation and its constraints. Data Extension Creation Data Extension Name Constarints