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
- Think through 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.
User 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..

Contact

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