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Claravine + Salesforce Marketing Cloud Engagement

Julia Randall
Julia Randall
  • Updated

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.

Integrate 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.

SFMC 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
  •  

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