Step-by-step guide to connecting your Salesforce Marketing Cloud account and syncing campaign data seamlessly.
Authorize Connection to Salesforce Marketing Cloud
To connect your Salesforce Marketing Cloud account, you'll need to provide your API credentials:
Navigate to Data Integration -> Connectors
- Click on "Connect A new platform"
- Select Salesforce Marketing Cloud
- Enter the following required credentials:
- Subdomain: Your Salesforce Marketing Cloud subdomain
- Client ID: Your Salesforce Marketing Cloud API Client ID
- Client Secret: Your Salesforce Marketing Cloud API Client Secret
How to Generate API Credentials in Salesforce Marketing Cloud
To authorize your Salesforce account, you will need your subdomain name, client ID, and your client secret.
- In your Salesforce account, navigate to the Setup page.
- Under Platform Tools, click on Apps, and continue to Installed Packages.
- Select a package or create a new one with the following permissions to access data extentions:
- data_extensions_read
- data_extensions_write
- email_read
- campaign_read
- list_and_subscribers_read
- Select the Server-to-server integration type and assign the following permissions
- List and Subscribers - Read, Write
- Marketing Cloud Connect - Read, Write
- Data Extensions - Read, Write
- Add an API component to display the Client ID and Client Secret.
- Copy the values.
- For the subdomain, use the prefix from your Marketing Cloud URL (e.g., if your URL is "example.s4.exacttarget.com", your subdomain is "example")
Upon successful connection of your Salesforce Marketing Cloud account, you will be presented with a dashboard displaying your connected account data. This dashboard will also feature buttons for managing your connection:
- Test Connection: This button initiates a test to verify the connectivity between the platform and your Salesforce Marketing Cloud account.
- Delete Connection: This button severs the link between the platform and your Salesforce Marketing Cloud account, removing the account and its data from the dashboard.
Data Extension Selection
After connecting, you'll need to:
- Select which Data Extension you want to extract data from
- Choose the specific fields to import from that Data Extension
Date Range and Data Freshness
- Date Range: 30 days
- Data Freshness: Data is updated when fetched
- Data Granularity: Data is provided at the Data Extension record level
Data Validation
The validation tool is currently not available for this connector