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Salesforce Marketing Cloud

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API Documentation: Salesforce Marketing Cloud API Documentation

High-Level Information:

The Salesforce Marketing Cloud API allows you to access and manage data related to your marketing automation efforts on the Salesforce platform.

Source Setup Guide

Step 1 - Configure Salesforce Marketing Cloud

  1. Log into your Salesforce Marketing Cloud account
  2. In the upper right corner, click on your name and select "Setup" from the drop-down menu
  3. In the setup page, use the left navigation bar to go to Platform Tools > Apps > Installed Packages
  4. Click "New" and create a new package. You can name it "Singular".
  5. Select the newly created package from the list of packages and go to its detail page.
  6. Under the Components section, click on the Add Component button:
    1. Select API Integration as the component type and hit next
    2. Select Server-to-Server as the integration type
    3. Provide the following Read permissions: Email, OTT, Push, SMS, Social, Web, Documents and Images, Saved Content, Journeys, List and Subscribers
    4. Click Save
  7. Having returned to the package details page, look at the "Components" section of the page and copy:
    1. Client Id
    2. Client Secret
    3. Authorization Base URI

Step 2 - Finish setup

Enter the following credentials into the setup page:

  • Client Id - the Client Id from the previous step
  • Client Secret - the Client Secret from the previous step
  • Sub-Domain - this is the first part of the Authorization Base URI.
    • If for example your URI is mc563885gzs27c5t9-63k636ttgm.auth.marketingcloudapis.com
    • Then your sub-domain is mc563885gzs27c5t9-63k636ttgm

Connection Setup Guide

Once you conneted Salesforce Marketing Cloud to a destination, you will also need to configure:

  • Connection Pull Schedule: Determines how frequently data is extracted from the source.
  • Backfill (Days): Specifies the duration for which historical data will be retrieved during each connection run.
  • Destination specific settings: different settings such as "Dataset Name" or "Target Schema" (depanding on your destination)
  • Schema Migration Policy: Controls how Singular will handle schema changes from the sourcee source.

Connector Information

Schema ERD

Explore the interactive entity relationship diagram for Salesforce Marketing Cloud.

Open page

Data Streams

activity

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asset

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campaign_asset

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campaign

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journey

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list_subscriber

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list

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send

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subscriber

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triggered_send

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