Day 6: Salesforce Connector Setup, Synchronized Data Extension

Supporting Materials 

·        Marketing Cloud Connect – Video

·        Synchronized Data Extension 1 – Video

·        Synchronized Data Extension 2 – Video

Power Up with Trailhead

·        Marketing Cloud Connect – Trailhead

·        Synchronized Data Extension – Trailhead

Marketing Cloud Connect Considerations

1. You must have an Enterprise 2.0 account, use Connected App Authentication, and use version 5.494 or higher of Marketing Cloud Connect.
2. You must use a Custom Profile Center.
3. Once Multi-org is turned on, it cannot be turned off.
4. Multi-org is enabled for the entire Enterprise 2.0 account
5. Salesforce CRM Audience sending (Contacts, Leads, Reports, or Campaigns) must be paused until the upgrade is complete. Traditional
   Marketing Cloud Sends are not affected.
6. Multi-org does not support Web Collect or custom field/ attribute mapping.
7. Previously connected business units and users must be reconnected after upgrading.

Before we connect the Clouds, it is important that we understand the various users that will be needed for the integration to occur.

Need two users for the integration

MARKETING CLOUD USER

User in the Salesforce Marketing cloud that must be mapped to a Salesforce user who is performing sends out of Salesforce.

Someone who needs access to the Marketing Cloud. Can be an Admin or a user that needs to use Salesforce CRM data when sending to Salesforce Reports and Campaigns

SALESFORCE ADMIN USER

User in the Salesforce org that must be mapped to a Marketing Cloud user who is performing sends out to Salesforce.

Someone who will be setting up the integration or needs to access the Marketing Cloud.

Steps to connect Marketing Cloud with Salesforce CRM

Please follow the below setup to set up the marketing cloud connect in Salesforce.

1. Install Managed Package from here: https://login.salesforce.com/packaging/installPackage.apexp?p0=04t0H0000019rMH
2. Edit the user page layout :
   • Add the Marketing Cloud for AppExchange User field.
   • Add the Marketing Cloud for AppExchange Admin field.
3. Edit the Salesforce CRM administrator user : (if you want you can create a separate Admin user)
   • Enable Marketing Cloud for AppExchange User.
   • Enable Marketing Cloud for AppExchange Admin.
4. Log in to Marketing Cloud and Connect Marketing Cloud under Salesforce Integration (if it does not happen automatically)
5. Create an API user in Marketing Cloud with Admin and MC Admin roles assigned
6. Configure Connected APP for a successful authentication :
   • Under Permitted Users, select Admin-approved users are pre-authorized.
   • IP Relaxation, select Relax IP restrictions.
   • Refresh Token Policy, select immediately expire refresh token.
7. Since we have chosen Admin approved users option for the connected app, we need to whitelist app, we are using a permission set, which is recommended way
   • Created permission set, give the permission set a memorable label. For example, Marketing Cloud Connected App.
   • Assign the same to your Salesforce System User which we created earlier
   • Also add the same under Manage Permission Sets.
8. Go To Marketing Cloud and open API user , there is link Integrate , click on the same and pass the username of Salesforce CRM system user

Synchronize your CRM data to Marketing Cloud

Marketing Cloud Connect connects your Marketing Cloud with Service and Sales instances. In our previous article, we described how easy it it to send email messages from Sales, Service or Marketing Cloud. In this article, we will focus on Data Stream, on synchronizing data from Service and Sales Cloud to Marketing Cloud.

https://youtube.com/watch?v=TiWBZgAM30s%3Ffeature%3Doembed

So what is Data Stream in Salesforce? Data Stream allows you to stream raw object data from Sales and Service Cloud into Marketing Cloud. In that way you will be able to use that Service, Sales or CRM data for advanced customer segmentation. You can synchronize object data at any given time intervals and data can be updated as often as every 15 minutes.

To set it up, you go the the Data Sources tab in Marketing Cloud. Then, you set up your object in three easy steps. First you select your Sales Cloud object. Then, you select the fields that you want to synchronize. Best practise here is to only bring over the data that you need for segmentation or to drive dynamic content. Finally, you configure the records connection and the poll interval. So by those few steps you can bring new data in from Service and Sales Cloud into Marketing Cloud.

Once the entity is synchronized, tables with the same column names and data types are created. Also, data relationships are automatically created in Contact Builder. When you check out your new objects, you will see when the last changes were made or when the last time data was being synced. You will also see the synchronized data fields. In addition, you can also go to the Data Extensions tab and find those synchronized objects there as well.

Steps To Create Synchronized Data Extension:

1. Select the Data Sources tab in Contact Builder.
2. Select the Synchronized tab.
3. Select the data source connected via account integration.
4. Click Set Up Object.
5. Click Synchronize for the entity containing the data to bring into Contact Builder.
6. To synchronize, select the checkboxes next to the fields and click Next.
7. Filter the synchronized records you choose to import using the Records Collection buttons.
   1. To import all records, select All records.
   2. To import only records with an email address, select All records with an email address.
   3. To import only records created after a specified date, select All records created since and specify the date.
   4. To use a Boolean filter to import records, select All records with and enter the Boolean value. Select an attribute, set the operator, and choose True or False.
   For better performance, implement data filters on your synchronized records using the Records Collection buttons. You can choose a specified date that synchronizes only the records you need for your activities. Filter out any records that don’t include an email address record to prevent duplicate contact records in your Marketing Cloud account. Finally, you can use Boolean filters to narrow the range of imported records.
8. Choose how often you wish the synchronize data in the Poll Schedule dropdown menu.
9. Click Save.