Claravine + Salesforce Marketing Cloud Engagement

Salesforce Marketing Cloud (SFMC)  is one of the most widely used Customer Relationship Management (CRM) tools. Salesforce Marketing Cloud Engagement is Salesforce's solution for email marketing, mobile, and advertising. Marketers use this solution to activate data to enhance message relevance, personalize campaigns, and improve customer lifetime value. But like any marketing tool, it's easy for data to fall out of standard.

That's where our connector with Salesforce Marketing Cloud Engagement comes in. This integration enables you to pull in standard campaign objects for validation, correction, and enrichment, and push back updated naming conventions.

• Connect Claravine and Salesforce Marketing Cloud Engagement

  Prerequisites

  To connect to Salesforce, you will need the following pieces of information, which you can obtain in the Salesforce documentation:

  • The subdomain of the Salesforce Engagement Account you want to connect
  • Account ID
  • Client ID
  • Client Secret

  Configure the SFMC Engagement Connector in Claravine

  Note: This is not a native integration that is installed within Salesforce Marketing Cloud. Instead, this connector works like our other platform integrations and uses API credentials.

  To configure a Salesforce Marketing Cloud Engagement connector in Claravine platform:

  1. Click Integrations and select Accounts.
  2. Click Add in the upper right to create a connected account.
  3. In the Create a Connected Account page, enter the name of the Salesforce account you want to create (for example, Company Name's SF Account) and an optional description.
  4. Click the Salesforce Marketing Cloud Engagement tile.
  5. Enter the Subdomain, Account ID, Client ID, and Client Secret and click Save Account.

• Salesforce Marketing Cloud Engagement Fields Available for Integration

  Below is a list of supported fields and attributes you can map from and to Salesforce Marketing Cloud Engagement. To view the full collection of fields are available through the Salesforce Marketing Cloud API, refer to the Salesforce documentation.

  Campaign

  API Field Name	Field Label	Required	Inbound	Outbound
  id	Campaign ID	Y
  name	Campaign Name		✔	✔
  createdDate			✔
  modifiedDate			✔
  description			✔
  campaignCode			✔
  color			✔
  favorite			✔

  You can apply the following integration filters to Campaign data synced from Salesforce Marketing Cloud Engagement:

  • createdDate
  • modifiedDate

  Journey

  API Field Name	Field Label	Required	Inbound	Outbound
  id	Journey ID	Y
  key		Y
  name	Journey Name		✔	✔
  version			✔
  createdDate			✔
  modifiedDate			✔
  description			✔
  triggers			✔
  goals			✔
  activities			✔
  tags			✔
  Status			✔

  You can apply the following integration filters to Journey data synced from Salesforce Marketing Cloud Engagement:

  • createdDate
  • modifiedDate
  • status

  Asset

  API Field Name	Field Label	Required	Inbound	Outbound
  id	Asset ID	Y
  name	Asset Name		✔	✔
  createdDate			✔
  modifiedDate			✔
  description			✔
  CustomerKey			✔
  Tags			✔
  Content			✔

  You can apply the following integration filters to Asset data synced from Salesforce Marketing Cloud Engagement:

  • createdDate
  • modifiedDate
  • status

• Add the Integration to a Template

  1. For step-by-step instructions on adding the inbound integration to a template, selecting your data type, and mapping fields, see Inbound Integration Configuration.
  2. For step-by-step instructions on adding the outbound integration to a template, see Outbound Integration Configuration.