Setting up Salesforce Marketing Cloud - Early Access

Updated by Andreea Oprea

It can take up to 24 hours for the data to show in the Dreamdata app once access is confirmed.

Setting up Salesforce Marketing Cloud

Please create an Installed Package with the needed data permission enabled for Dreamdata in your Salesforce Marketing Cloud account and fill in this form. By default we will pull 1 year of data.

Requirements: To access Salesforce Marketing Cloud API you need to be using a Pro, Corporate or Enterprise edition of Salesforce Marketing Cloud. To generate credentials a Marketing Cloud Administrator Role is necessary.

Information needed:

  1. Tenant Subdomain - to retrieve the Tenant Subdomain you have to sign into your Salesforce Marketing Cloud account and get it from the URL visible after you enter your username and click Next. Example:
  2. API credentials: Client ID and Client Secret
    1. Create a new Installed Package for Dreamdata (Setup -> Apps -> Installed Packages)
    2. Add a Server-to-Server API Integration component to the package. In the Set Server-to-Server Properties window you’ll grant Read permissions to the data. Data needed: Channels (Email, Push, SMS, Social, Web), Assets (Documents and Images, Saved Content), Automation (Automations, Journeys), Contacts (Audiences, List and Subscribers), Data (Data Extensions, File Locations, Tracking Events), Hub (Calendar, Campaign, Tags) and Provisioning (Accounts, Users)
    3. On the app summary page, in the components section, under API integration you can find the Client ID and Client Secret

How will the data be mapped into Dreamdata?

  • Accounts: Your accounts will be mapped to Companies in Dreamdata. This will enable you to see all of your sales and marketing activities for each company in one place.
  • Contacts: Your contacts will be mapped to Contacts in Dreamdata. This will allow you to track the engagement of individual contacts across multiple channels.
  • Channels and Tracking Events: Your events and emails data will be mapped to Events in Dreamdata. These events can then be linked to specific customer journeys and applied with attributions.

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