Salesforce Marketing Cloud

Overview

This page is intended to help you integrate your data into the Zeta Marketing Platform with Salesforce Marketing Cloud. The information is intended to help in prospecting new or existing clients with detail on how to integrate with the vendor.

Salesforce Marketing Cloud Documentation

Salesforce Marketing Cloud API Reference - DataExtension

What does the Zeta Integration for Salesforce Marketing Cloud do?

This pre-built outbound API connector to Salesforce Marketing Cloud allows for the creation and syndication of customers from the Zeta Marketing Platform to Salesforce Marketing Cloud. Marketers in the ZMP can use the decisioning of Experiences to decide when the creation of a new customer in Salesforce Marketing Cloud is necessary and what to syndicate.

Prerequisites

Set up your Salesforce Marketing Cloud access token: Salesforce Developers
Plan your data flow
- Understand in what scenarios a customer should be created
- Determine what data needs to be stored per customer
- Consider what additional data should be assigned at the point of contact; i.e. source of data, purpose of data, etc.

Workflow

Step	Description
Assign Salesforce Marketing Cloud Access Token	Create an overall Connection for Salesforce Marketing Cloud using your access token: Connections
Create your Custom Channel	Utilize the default Channel Manager template to create your custom channel.
Create your Campaign Inputs	Create form fields for the additional data that should be assigned at the point of contact; i.e., source of data, purpose of data, campaign IDs, etc.
Map your data to the request	Utilize the JSON template to determine how the request should be populated. Use `{{` form field calls to map form field inputs and other Zeta Markup Language to fill out the rest of the request: Zeta Markup Language (ZML)
Save Your Channel	Name your channel, so that your marketing team knows which channel to use. Note you can save multiple Salesforce Marketing Cloud Channels for different endpoints.
Use Your Channel	When setting up an Experience or a Broadcast Campaign (depending on the trigger), select the new channel from the dropdown and fill out the necessary fields..

Assign Salesforce Marketing Cloud Access Token

Creating a connection to the client’s Salesforce Marketing Cloud instance allows our Channel
Manager to receive a bearer token and pass data to Salesforce Marketing Cloud on an as-needed basis.

1. Navigate to platform Settings > Connections. Click on New Connection.

2. Fill in all the details and click on Save.

Note: If you need to add an “account_id” in the Oath request, please file an engineering ticket to modify the connection, as our front end does not yet support that parameter. Clients can expect a modified connection within 24 hours.

The account_id specifies which Salesforce business unit we are trying to access. (Salesforce Developers)

3. As the connection is being tested in the backend,

If the test comes out positive, the connection will be established with an Active status, and the data transfer between ZMP and the connection will be possible
If an issue arises during the testing, the following pop-up will appear:

If you click on Save Anyway, the connection will keep showing the Failed status and won’t allow sending to or bringing in data from this connection.

Create your Custom Channel

1. From the Settings tab, select Channel Manager.

2. Navigate and select the Salesforce MC - Data Extension Upsert channel under the Data Syndication category.

3. Configure the Salesforce Marketing Cloud Data Upsert Channel

Using the form section of the tool, you can select which data from the ZMP will be passed to Salesforce Marketing Cloud. Remember, the Data Extension External Key is a required form field that tells Salesforce Marketing Cloud where to put the data.

Utilize the JSON template to determine how the request should be populated. Use {{ form field calls to map form field inputs and other Zeta Markup Language to fill out the rest of the request: Zeta Markup Language (ZML)

Under Authorization, be sure to select the Salesforce Marketing Cloud connection you created.

4. Save the new channel.

Use Your Channel

1. Navigate to Experience Builder and create an experience.

2. Configure the Campaign using the new channel.

3. Activate Experience.

Validate that the Data is being passed to Salesforce Marketing Cloud

When an Experience is activated and the campaign is operating, clients can view events related to the sending of data to Salesforce Marketing Cloud.

And you can view them in the corresponding Salesforce Marketing Cloud Data Extension.

Contact

For any questions or issues related to your integration, please reach out to DL-Zeta-External-Integrations@zetaglobal.com.