Version 26.2.9623

• Add the Salesforce Marketing Cloud Connector
• Authenticate to Salesforce Marketing Cloud
• SOAP API Authentication Methods
  • OAuth
  • OAuth Client
  • Basic
• REST API Authentication Methods
  • OAuth
  • OAuth Client
• Complete Your Connection
• More Information

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

Add the Salesforce Marketing Cloud Connector

To enable Sync to use data from Salesforce Marketing Cloud, 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 row.

4. Click the Configure Connection icon at the end of that row to open the New Connection page. This action opens the Add Connection dialog box.

   Note: If the Configure Connection icon is not available, click the Download Connector icon to install the Salesforce Marketing Cloud connector.

5. Enter a name for your connection in the Add Connection dialog box.

6. Click Add to open the Settings tab for your connector.

For more information about installing new connectors, see Connections.

Authenticate to Salesforce Marketing Cloud

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

Subdomain: Enter the subdomain of your Salesforce Marketing Cloud API.

Salesforce Marketing Cloud supports two API schema types. Select your schema below to proceed to the relevant section for your schema.

• SOAP: Navigate to SOAP API Authentication Methods to select an authentication scheme.

• REST: Navigate to REST API Authentication Methods to select an authentication scheme.

SOAP API Authentication Methods

Select your authentication scheme for the SOAP API:

• OAuth
• OAuth Client
• Basic

OAuth

To connect with OAuth custom credentials, specify the following properties:

• Auth Scheme: Select OAuth.

• OAuth Client Id: Enter the client Id that you were assigned when you registered your application with an OAuth authorization server.

• OAuth Client Secret: Enter the client secret that you were assigned when you registered your application with an OAuth authorization server.

After you specify the authentication scheme, complete the remaining steps for establishing your connection.

OAuth Client

To connect with an OAuth client, specify the following properties:

• Auth Scheme: Select OAuthClient.

• OAuth Client Id: Enter the client Id that you were assigned when you registered your application with an OAuth authorization server.

• OAuth Client Secret: Enter the client secret that you were assigned when you registered your application with an OAuth authorization server.

After you specify the authentication scheme, complete the remaining steps for establishing your connection.

Basic

To connect with your user credentials, set the following properties:

• Auth Scheme: Select Basic.

• User: Enter the username that you use to authenticate to your Salesforce Marketing Cloud account.

• Password: Enter the password that you use to authenticate to your Salesforce Marketing Cloud account.

After you specify the authentication scheme, complete the remaining steps for establishing your connection.

REST API Authentication Methods

elect your authentication scheme for the REST API:

• OAuth
• OAuth Client

OAuth

To connect with OAuth custom credentials, specify the following properties:

• Auth Scheme: Select OAuth.

• OAuth Client Id: Enter the client Id that you were assigned when you registered your application with an OAuth authorization server.

• OAuth Client Secret: Enter the client secret that you were assigned when you registered your application with an OAuth authorization server.

After you specify the authentication scheme, complete the remaining steps for establishing your connection.

OAuth Client

To connect with an OAuth client, specify the following properties:

• Auth Scheme: Select OAuthClient.

• OAuth Client Id: Enter the client Id that you were assigned when you registered your application with an OAuth authorization server.

• OAuth Client Secret: Enter the client secret that you were assigned when you registered your application with an OAuth authorization server.

After you specify the authentication scheme, complete the remaining steps for establishing your connection.

Complete Your Connection

To complete your connection:

1. (For the REST API only) For User Legacy Authentication, select whether you want the connection to be made to the Salesforce Marketing Cloud REST API using legacy authentication. By default, the Enable checkbox is not selected.

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 to connect to your Salesforce Marketing Cloud account.

4. Click Create & Test to create your connection.

More Information

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