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Salesforce Marketing Cloud Account Engagement

Version 25.3.9396

Salesforce Marketing Cloud Account Engagement

You can use the Salesforce Marketing Cloud Account Engagement connector from the CData Sync application to move data from any supported source to the Salesforce Marketing Cloud Account Engagement destination. To do so, you need to add the connector, authenticate to the connector, and complete your connection.

Add the Salesforce Marketing Cloud Account Engagement Connector

To enable Sync to use data from Salesforce Marketing Cloud Account Engagement, you first must add the connector, as follows:

  1. Open the Connections page of the Sync dashboard.

  2. Click Add Connection to open the Select Connectors page.

  3. Click the Sources tab and locate the Salesforce Marketing Cloud Account Engagement row.

  4. Click the Configure Connection icon at the end of that row to open the New Connection page. If the Configure Connection icon is not available, click the Download Connector icon to install the Salesforce Marketing Cloud Account Engagement connector. For more information about installing new connectors, see Connections.

Authenticate to Salesforce Marketing Cloud Account Engagement

After you add the connector, you need to set the required properties.

  • Connection Name: Enter a connection name of your choice.

  • Business Unit ID: Enter your business-unit identifier (Id). This Id is required when you use an authentication scheme of OAuth 2.0. Your Salesforce Marketing Cloud Account Engagement business-unit Id begins with “0Uv” and is 18 characters long. You can locate your Id from Marketing Setup in Salesforce.

CData Sync supports authenticating to Salesforce Marketing Cloud Account Engagement in several ways. Select your authentication method below to proceed to the relevant section that contains the authentication details.

OAuth

CData Sync provides an embedded OAuth application with which to connect. To use the application, select OAuth for Auth Scheme. No additional properties are required.

OAuth Password

To connect with the Password OAuth grant type, specify the following properties:

  • Auth Scheme: Select OAuthPassword.

  • User: Enter the username that you use to authenticate to Salesforce Marketing Cloud Account Engagement.

  • Password: Enter the password that you use to authenticate to Salesforce Marketing Cloud Account Engagement.

  • Security Token: Enter the security token that you use to authenticate to Salesforce Marketing Cloud Account Engagement.

OAuth JWT

To connect with Salesforce Marketing Cloud Account Engagement, specify the following properties:

  • Auth Scheme: Select OAuthJWT.

  • OAuth JWT Cert: Enter your Java web tokens (JWT) certificate store.

  • OAuth JWT Cert Type: Enter the type of key store that contains your JWT certificate. The default type is PEMKEY_BLOB.

  • OAuth JWT Issuer – Enter the issuer of your Java web token. Typically, the issuer is either the client Id or the email address of the OAuth application.

  • (Optional) OAuth JWT Cert Password: Enter the password for your OAuth JWT certificate.

  • (Optional) OAuth JWT Cert Subject: Enter the subject of your OAuth JWT certificate that is used to locate a matching certificate in the store. This property supports partical matches and a wildcard operator (*) to select the first certicate.

  • (Optional) OAuth JWT Subject: Enter the user subject that is used to locate a matching certificate in the store. This property supports partical matches and a wildcard operator (*) to select the first certicate.

Salesforce Marketing Cloud Account Engagement as a Reverse ETL Destination

In the Sync application, you can configure Salesforce Marketing Cloud Account Engagement as a reverse ETL destination so that it can receive processed data from your source database or warehouse.

Currently, the only supported object for this destination is the Prospects table, and all three transfer modes (Insert, Upsert, and Update) are available for that table. Other tables are not supported because the API does not provide bulk operations for them at this time.

In Salesforce Marketing Cloud Account Engagement, you can use Email, ID, or SalesforceID as the delta snapshot key for updates (Update mode) to the Prospects table. For Upsert mode, you can use either Email or SalesforceID as the delta snapshot key.

Note: If you choose to use Email, be aware of the implications of the Salesforce Marketing Cloud Account Engagement feature Allow Multiple Prospects with the Same Email Address (AMPSEA):

  • AMPSEA was enabled by default since June 14, 2016, and it cannot be turned off for business units that were created after that date or when the feature is enabled by an administrator.

  • When multiple prospects share the same email, operations that match on Email might resolve to the prospect with the most recent activity, which can lead to unexpected updates because the value for Email is not unique.

As a result of this behavior, Salesforce recommends that you use SalesforceID (the CRM ID) for imports whenever possible.

Transfer-Modes Summary

Mode Supported Key Used for Matching Notes
Insert Yes N/A (always inserts) Creates new records in the Prospects table.
Update Yes Use either ID, SalesforceID, or Email Updates existing records in the Prospects table only.
Upsert Yes Use either SalesforceID or Email Updates existing records if a matching key exists. If no match exists, a new record is inserted.

Complete Your Connection

To complete your connection:

  1. Specify the following properties:

    • Schema: Select the Salesforce Marketing Cloud Account Engagement version that you want to use. The default version is SalesforcePardotV5.

    • (Optional) Is Demo Account: Select whether the provided account is a demo account. The default selection is False.

  2. Define advanced connection settings on the Advanced tab. (In most cases, though, you should not need these settings.)

  3. If you authenticate with OAuth, click Connect to Salesforce Marketing Cloud Account Engagement to connect to your Salesforce Marketing Cloud Account Engagement account.

  4. Click Create & Test to create your connection.

More Information

For more information about interactions between CData Sync and Salesforce Marketing Cloud Account Engagement, see Salesforce Marketing Cloud Account Engagement Connector for CData Sync.