Salesforce Marketing Cloud (formerly known as ExactTarget) is a digital marketing suite that allows you to build and customize journeys for visitors and customers to personalize their experience.
Note the difference between this connection and the other Salesforce Marketing Cloud connection that exists within the Email marketing catalog section. The other Salesforce Marketing Cloud connection allows you to export files to a specified storage location, whereas this is an API-based streaming connection.
This Adobe Experience Platform destination leverages the Salesforce Marketing Cloud update contacts API, which allows you to add contacts / update contact data for your business needs after activating them within a new Salesforce Marketing Cloud segment.
Salesforce Marketing Cloud uses OAuth 2 with Client Credentials as the authentication mechanism to communicate with the Salesforce Marketing Cloud API. Instructions to authenticate to your Salesforce Marketing Cloud instance are further below, in the Authenticate to destination section.
To help you better understand how and when you should use the Salesforce Marketing Cloud destination, here is a sample use case that Adobe Experience Platform customers can solve by using this destination.
The sales department of a home rental platform wants to broadcast a marketing email to a targeted customer audience. The platform’s marketing team can add new contacts / update existing contacts (and their email addresses) through Adobe Experience Platform, build segments from their own offline data, and send these segments to Salesforce Marketing Cloud, which can then be used to send the marketing campaign email.
Note the following prerequisites in order to export data from Platform to your Salesforce Marketing Cloud account:
Reach out to your Salesforce Account Executive to subscribe to the Salesforce Marketing Cloud Account Engagement product if you do not have it already.
You must create a custom attribute of the type
Text Area Long, which Experience Platform will use to update the segment status within Salesforce Marketing Cloud. In the workflow to activate segments to the destination, in the Segment schedule step, you will use the custom attribute as Mapping ID for each segment you activate.
Refer to the Salesforce Marketing Cloud documentation to create custom fields if you need additional guidance.
Ensure you create the custom attribute under the
Email Demographics attribute-set within your Salesforce Marketing Cloud account.
Refer to the Adobe Experience Platform documentation for Segment Membership Details schema field group if you need guidance on segment statuses.
Note down the items below before you authenticate to the Salesforce Marketing Cloud destination.
||See Salesforce Marketing Cloud domain prefix for additional guidance.||
||Refer to the Salesforce Marketing Cloud documentation if you need additional guidance.||
Salesforce Marketing Cloud supports the activation of identities described in the table below. Learn more about identities.
|contactKey||Salesforce Marketing Cloud Contact Key. Refer to the Salesforce Marketing Cloud documentation if you need additional guidance.||Mandatory|
Refer to the table below for information about the destination export type and frequency.
|Export frequency||Streaming||Streaming destinations are “always on” API-based connections. As soon as a profile is updated in Experience Platform based on segment evaluation, the connector sends the update downstream to the destination platform. Read more about streaming destinations.|
To connect to this destination, follow the steps described in the destination configuration tutorial. In the configure destination workflow, fill in the fields listed in the two sections below.
Within Destinations > Catalog, search for (API) Salesforce Marketing Cloud. Alternatively you can locate it under the Email marketing category.
To authenticate to the destination, fill in the required fields and select Connect to destination.
mcq4jrssqdlyc4lph19nnqgzzs84.login.exacttarget.com, you need the highlighted value.
If the details provided are valid, the UI displays a Connected status with a green check mark, you can then proceed to the next step.
To configure details for the destination, fill in the required and optional fields below. An asterisk next to a field in the UI indicates that the field is required.
You can enable alerts to receive notifications on the status of the dataflow to your destination. Select an alert from the list to subscribe to receive notifications on the status of your dataflow. For more information on alerts, see the guide on subscribing to destinations alerts using the UI.
When you are finished providing details for your destination connection, select Next.
Read Activate profiles and segments to streaming segment export destinations for instructions on activating audience segments to this destination.
To correctly send your audience data from Adobe Experience Platform to the Salesforce Marketing Cloud destination, you need to go through the field mapping step. Mapping consists of creating a link between your Experience Data Model (XDM) schema fields in your Platform account and their corresponding equivalents from the target destination. To correctly map your XDM fields to the Salesforce Marketing Cloud destination fields, follow the steps below.
Although your attribute names would be as per your Salesforce Marketing Cloud account, the mappings for both
personalEmail.address are mandatory.
In the Mapping step, select Add new mapping. You will see a new mapping row on the screen.
In the Select source field window, choose the Select attributes category and select
In the Select target field window, select the type of target field that you want to map your source field to.
Select identity namespace: select this option to map your source field to an identity namespace from the list.
Add the following mapping between your XDM profile schema and your Salesforce Marketing Cloud instance:
|XDM Profile Schema||Salesforce Marketing Cloud Instance||Mandatory|
Select custom attributes: select this option to map your source field to a custom attribute that you define in the Attribute name field. Refer to Salesforce Marketing Cloud documentation for a list of supported attributes. Also note that the destination uses the Salesforce Search Attribute-Set Definitions REST API to retrieve attributes defined within Salesforce for your contacts and specific to your account.
For instance, depending on the values you want to update, add the following mapping between your XDM profile schema and your Salesforce Marketing Cloud instance:
|XDM Profile Schema||Salesforce Marketing Cloud Instance|
An example using these mappings is shown below:
To do this, select each segment, then enter the corresponding custom attribute from Salesforce in the Mapping ID field.
The value used for the Mapping ID should exactly match the name of the custom attribute created within Salesforce under the “Email Demographics” attribute-set.
An example is shown below:
To validate that you have correctly set up the destination, follow the steps below:
Select Destinations > Browse to navigate to the list of destinations.
Select the destination and validate that the status is enabled.
Switch to the Activation data tab, then select a segment name.
Monitor the segment summary and ensure that the count of profiles corresponds to the count created within the segment.
Log in to the Salesforce Marketing Cloud website. Then navigate to the Audience Builder > Contact Builder > All contacts > Email page and check if the profiles from the segment have been added.
To check if any profiles have been updated, navigate to the Email page and verify if the attribute values for the profile from the segment have been updated. If successful, you can see that each segment status in Salesforce Marketing Cloud was updated with the corresponding segment status from Platform, based on the Mapping ID value provided in the segment scheduling step.
All Adobe Experience Platform destinations are compliant with data usage policies when handling your data. For detailed information on how Adobe Experience Platform enforces data governance, see the Data Governance overview.
When checking a dataflow run, you might encounter the following error message:
Unknown errors encountered while pushing events to the destination. Please contact the administrator and try again.
To fix this error, verify that the Mapping ID that you provided in Salesforce Marketing Cloud for your Platform segment is valid and exists within Salesforce Marketing Cloud.