You can import Salesforce Marketing Cloud (beta) Data Source objects into Treasure Data using this data connector.
Collect contact information and campaign data. Collect email event data about your customers, such as follows:
Emails opened
Links clicked
Forwarded or bounced email
Survey data
Unsubscribe requests
You have import options such as:
individual email event types or multiple user email event types
incremental import Email Event object based on the eventDate timestamp
You can use the same connection to export SFMC data. See Salesforce Marketing Cloud ExactTarget Export Integration.
To see sample workflows for importing Salesforce Marketing Cloud data, go to Treasure Boxes.
Currently this data connector is in Beta. For more information, contact support@treasuredata.com. |
Basic knowledge of Treasure Data
Basic knowledge of Salesforce Marketing Cloud
Occasionally, data imported using this integration experiences data inconsistency issues because boolean values are incorrectly or inconsistently imported. A symptom of this data inconsistency is that VARCHAR or BIGINT values are saved as false with a string data type or 0 as BIGINT when the value shown in Salesforce Marketing Cloud is True or False.
Treasure Data recommends that you follow the Salesforce integration migration instructions.
After August 1st 2019, you can not create a Legacy Package in Salesforce Marketing Cloud, therefore we highly recommend that you create an Enhanced Package.
Log on to your Salesforce Marketing Cloud account
On the Welcome Page, select your name on top-right corner then select Setup.
On the left side menu of the new screen, select App > Installed Packages.
On the Installed Packages screen, select New.
On the New Package Details pop up, enter the Name and Description. Uncheck (deselect) the checkbox Create with enhanced functionality (recommended) then select Save.
On the Package Details screen, select Add Component.
On the Add Component pop up, select API Integration then select Next.
On the Add API Integration screen:
Scroll to the CHANNELS section and select the Read checkbox on Email
Scroll to the CONTACT section and select the Read checkbox on Audiences and List and Subscribers
Scroll to the DATA section and select the Read and Write checkbox on Data Extensions, Read for Tracking Events
Scroll to HUB section and and select the Read checkbox on Campaign
On the Installed Packages screen, scroll down to Components panel, then take note of the Client Id and Client Secret. You use the information to write the data from Treasure Data to Salesforce Marketing Cloud.
Log on to your Salesforce Marketing Cloud account.
On the Welcome Page, select your name on top-right corner then select Setup.
On the left side menu of the new screen, select App > Installed Packages.
On the Installed Packages screen, select New.
On the New Package Details pop up, enter the Name and Description and select the checkbox Create with enhanced functionality (recommended). Select Save.
On the Add Component pop up, select API Integration then select Next.
On the Choose Your Integration Type screen, select Server-to-Server and then select Next.
On the Set Server-to-Server Properties screen:
Scroll to the CHANNELS section and select the Read checkbox on Email
Scroll to CONTACT section and select the Read checkbox on Audiences and List and Subscribers
Scroll to DATA section and select the Read and Write checkbox on Data Extensions, Read for Tracking Events
Scroll to HUB section and select the Read checkbox on Campaign
On the Installed Packages screen, scroll down to Components panel, then take note of the Client Id, Client Secret and Authentication Base URI. You will use the information to write the data from Treasure Data to Salesforce Marketing Cloud.
You can use TD Console to create your data connector.
When you configure a data connection, you provide authentication to access the integration. In Treasure Data, you configure the authentication and then specify the source information.
Go to Integrations Hub > Catalog and search and select Salesforce Marketing Cloud.
On the New Authentication screen, select Package Type as Legacy Package, then enter the Client Id and Client Secret (which you obtained when you created legacy package in SFMC). Select Continue.
Enter a Name for this integration and select Done.
On the New Authentication screen, select Package Type as Enhanced Functionality Package, then enter the Client Id, Client Secret and Authentication Base URI (which you obtained when you created the enhanced package in SFMC). Optionally, you could specify Account identifier or MID to access multiple BUs (more detail in How to get MID) and Scope to limit the token's scope (more detail in API scopes). Select Continue.
Enter a Name for this integration and select Done.
After creating the connection, you are automatically taken to Sources. Look for the connection you created and select New Transfer.
The following dialog opens. Complete the details and select Next.
Next, you see a Preview of your data similar to the following dialog. To make changes, select Advanced Settings otherwise, select Next.
From here, if you want to change some options such as skipping on errors or rate limits, select Advanced Settings:
Select the database and table where you want to transfer the data:
Specify the schedule of the data transfer using the following dialog and select Start Transfer:
You will see the new data transfer in progress listed under the My Input Transfers
tab and a corresponding job are listed in the Jobs section.
Target | Description |
---|---|
Campaign | The e-mail campaign |
Contact | The contact list |
Data Extensions | The data extensions to satisfy the need for flexible data storage |
Email Events | The events associated with an email marketing send |
The target Contact
provides an option to ingest data in multiple requests in case you have too many contact model’s attributes. If you select this option, you also input the number of attributes per request. The default value of this field is 100.
In some cases, your data breaks because some attributes are faulty. You can use the option Attribute set names will be ignored
to skip faulty attributes. This option helps you to ingest data without error from Salesforce Marketing Cloud’s API.
The target Data Extensions
provides an option to filter data extensions that you want to ingest and another option to enable ingesting shared data extension.
The target Email Events
provides option to filter:
Email name matching pattern (exact or partial match)
Email events type that you want to ingest
Two options to define a date range to ingesting events on a specific date time range.