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Integrations

Salesforce Email
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Event

Salesforce Marketing Cloud - A platform that enables marketers to provide engaging and personalized customer experiences through automation of timely and relevant messages across e-mail, mobile and social at massive scale.

Supported Features

Email Studio allows you to:

  • Build and send personalized email from basic newsletters to the most complex campaigns
  • Deliver promotional, transactional, and triggered messages
  • Track and optimize to drive performance

Data Processing Notes

Salesforce Marketing Cloud has limits around the lengths of attributes their platform can process:

  • 100 characters in the key of an attribute
  • 4000 characters in the value of an attribute

Additional processing notes:

  • Licensing - mParticle is sending data to Salesforce Marketing Cloud using their APIs. Please consider that mobile data is generated at a significant rate, and can vastly outpace standard API calls. Please be sure that your API licensing limits are significant enough to support the volume of mobile data you will be sending to Salesforce Marketing Cloud, or contact your Salesforce Account Team to increase your API limits.
  • Attribute Arrays and the Shopping Cart State are not sent to Salesforce Marketing Cloud.

  • Tags - If you want tags to be sent to Salesforce Marketing Cloud, you must use the following minimum SDKs which added the details for processing changed attribute/tags.

    • Android 4.8.0
    • iOS 6.7.2

  • Subscriber Key

    • If you specify a user identity for the Subscriber Key configuration setting, which has not been provided, no data is sent to Salesforce Marketing Cloud.
    • MPID selected for for Subscriber Key mapping, the MPID is assigned if the Subscriber Key field can be mapped, otherwise, this falls back to the Email identity.
    • Undefined mapping or default mapping, the Subscriber Key field is used for all SFMC types going to Email identity.
    • Other defined mapping, Subscriber Key field used for all SFMC types going to defined identity.

A special case is the subscribers.csv file since this file doesn’t contain the Subscriber Key field, therefore this still uses the Email field.

  • In the examples below, “Subscriber Key” is the name for this field in your data extension tables, however you can specify a different name.
  • Event Data - If multiple primary keys have been specified in an event data extension, and the mappings for these field cannot be determined, no data is sent to Salesforce Marketing Cloud.

  • Data Refresh - Once you have entered all configuration settings, mParticle will obtain key information from Salesforce Marketing Cloud for sending data. You will need to refresh the integration by clicking Save on the Settings tab if you:

    • Modify the primary keys of the data extensions
    • Add/delete a field of type email to any of the data extensions, you will need to refresh the integration
    • Change the External Key for the data extension

Prerequisites

Credentials

In order to enable mParticle’s integration with Salesforce Marketing Cloud, you will need a Salesforce Marketing Cloud account and an App Center account with Salesforce Marketing Cloud. Your account must be enabled for API Integrations. Create a Marketing Cloud App of type API Integration Application and save your Client ID and Secret.

Authorization method

If your Salesforce package uses OAuth2 authentication you must check the Enable OAuth2 Authentication box in the Configuration Settings. If your integrations package displays a banner like the one below, you are not using OAuth2 and should leave the box unchecked.

For Salesforce customers on version S11 or later — or on any version if using OAuth2 — you will need to know your Client Subdomain. This can be found on your Salesforce configuration page. The subdomain is part of your Authentication Base URI. For example if your Authentication Base URI is https://mc5jy4nwsrslmfnb4c274lnhns2m.auth.marketingcloudapis.com, then your Client Subdomain is mc5jy4nwsrslmfnb4c274lnhns2m.

Data Extensions

The mParticle integration with Salesforce Marketing Cloud uses data extensions to store the data. You will also need to create the following data extensions to support the integration:

  • Subscriber - to hold user information, attributes, identities
  • Event(s) - to hold event specific information. You will need to create one for each event you select in the Event Mappings to External Keys configuration setting.

Below are references in the Salesforce Marketing Cloud documentation to assist with the creation of an API Integration app and the data extensions:

Salesforce Marketing Cloud Folder Setup

You can organize your data extensions within your Salesforce Marketing Cloud in any way that works for your organization. The following information contains a recommendation for the location and naming convention of the required data extensions. From Salesforce Marketing Cloud, follow these steps:

  1. Select Email Studio → Email
  2. Select Subscribers → Data Extensions
  3. Select the Data Extensions folder
  4. Right mouse on the Data Extension folder and Select New Folder
  5. Enter mParticle as the folder name
  6. Right mouse on the mParticle folder and Select New Folder
  7. Enter Your Application Name as defined in App Center as the folder name

Subscriber Data Extension Setup

Follow these steps to create your subscriber data extension. mParticle requires that there is only one Primary Key in your subscriber data extension.

  1. Click Create
  2. Select Standard Data Extension
  3. Select Create from New as the Creation Method
  4. Enter mP-Subscriber as the Name
  5. For External Key, you can leave this blank and Salesforce Marketing Cloud will assign a value, of you can enter a value
  6. Enter a Description (optional)
  7. Check the Is Sendable field, as required
  8. Check the Is Testable field, as required
  9. Select a campaign or create one (optional)
  10. Click Next
  11. Select Retention Setting
  12. Add all fields that you wish mParticle to send to the subscriber table to the data extension, setting the appropriate values in each of the fields:
  • Name
  • Data Type
  • Length
  • Primary Key
  • Nullable
  • Default Value
  1. Select the Send Relationship field
  2. Click Create

Subscriber Key

The value entered in the Subscribers Data Extension External Key configuration setting, should be used as the field name in the Subscriber data extension, and in all event data extensions.

Subscriber Data Extension Fields

The following table describes the fields which you can add to the subscriber data extension for mParticle to send to Salesforce Marketing Cloud.

Name Data Type Nullable Notes
SubscriberKey Text No mParticle will send the user identity specified in the Subscriber Key configuration setting to this field. This must be set as the primary key.
TimeStamp Date Yes mParticle will send a timestamp with every call to Salesforce Marketing Cloud.
Email Email Address Yes If you want the Email attribute to be sent, add this field.
GUID Text Yes If you want mParticle to generate a GUID to be sent, add this field.
Age Text Yes If you want the Age reserved attribute to be sent, add this field.
Gender Text Yes If you want the Gender reserved attribute to be sent, add this field.
FirstName Text Yes If you want the FirstName reserved attribute to be sent, add this field.
LastName Text Yes If you want the LastName reserved attribute to be sent, add this field.
Address Text Yes If you want the Address reserved attributes to be sent, add this field.
City Text Yes If you want the City reserved attribute to be sent, add this field.
State Text Yes If you want the State reserved attribute to be sent, add this field.
Country Text Yes If you want the Country reserved attribute to be sent, add this field.
Zip Text Yes If you want the Zip reserved attribute to be sent, add this field.
Mobile Phone Yes If you want the Mobile reserved attribute to be sent, add this field.
User Attribute Name1-N Text Yes Add fields for any user attributes that you send to mParticle that you want to be sent.
Tag1-TagN Boolean Yes Add fields for any user tags that you send to mParticle that you want to be sent. Tags are stored as boolean fields, where true indicates the presence of the tag, and false indicates the tag was removed.

Event Data Extension Setup

You will need to create a separate event data extension for each type of event you want to send to Salesforce Marketing Cloud. Multiple Primary Keys are supported in the event data extensions.

The following event types can be configured to be sent to Salesforce Marketing Cloud:

  1. Commerce Events

    • Product Action
    • Impression
    • Promotion Action
  2. Custom Events
  3. Screen Views

A recommended naming convention for these data extensions is to use mP-Event. Some examples are listed below:

  1. mP-Product Action-Add to Cart
  2. mP-Product Action-Purchase
  3. mP-Impression
  4. mP-Promotion Action
  5. mP-{event name}, where {event name} is the name of your custom event
  6. mP-Screen View-{screen name}, where {screen name} is the name of the screen

Follow the steps noted above in the Subscriber Data Extension Setup section for creating your event data extensions. mParticle suggests that you set the SubscriberKey and TimeStamp fields as the Primary Keys in your Event Data Extensions.

Every event data extension should contain the following fields:

Name Data Type Nullable Notes
SubscriberKey Text No mParticle will send the user identity specified in the Subscriber Key configuration setting to this field.
TimeStamp Date Yes mParticle will send a timestamp with every call to Salesforce Marketing Cloud.
GUID Text Yes If you want mParticle to generate a GUID to be sent, add this field.
IDFA Text Yes If you want the IDFA device id to be sent, add this field.
IDFV Text Yes If you want the IDFV device id to be sent, add this field.
GAID Text Yes If you want the Google Advertising ID device id to be sent, add this field.
Android ID Text Yes If you want the Android ID device id to be sent, add this field.
Platform Text Yes If you want Platform to be sent, add this field.
OS Version Text Yes If you want OS Version to be sent, add this field.
Country Text Yes If you want Country to be sent, add this field.
Locale Text Yes If you want Locale to be sent, add this field.
Application Name Text Yes If you want Application Name to be sent, add this field.
Application Version Text Yes If you want Application Version to be sent, add this field.
Event Attribute Name 1-N Text Yes Add fields for any event attributes that you send to mParticle that you want to send to Salesforce Marketing Cloud.

Commerce Events - Product Action

You will need to create a separate data extension for each action that you want to send to Salesforce Marketing Cloud:

  1. Add to Cart
  2. Remove from Cart
  3. Checkout
  4. Checkout Option
  5. Click
  6. View Detail
  7. Purchase
  8. Refund
  9. Add to Wishlist
  10. Remove from Wishlist
Name Data Type Primary Key Nullable Notes
Checkout Step Text No Yes
Checkout Options Text No Yes
Product Action List Text No Yes
Product List Source Text No Yes
Transaction Id Text No Yes
Affiliation Text No Yes
Total Amount Decimal No Yes
Tax Amount Decimal No Yes
Shipping Amount Decimal No Yes
Coupon Code Text No Yes
Product Count Number No Yes If you want the Product Count to be sent to Salesforce Marketing Cloud, add this field. This indicates the number of products in the Product Action event when the action is Purchase or Refund.

Additionally the following fields can be added to track product specific information:

Name Data Type Primary Key Nullable Notes
ID Text No Yes
Name Text No Yes
Brand Text No Yes
Category Text No Yes
Variant Text No Yes
Position Number No Yes
Price Decimal No Yes
Quantity Decimal No Yes
Coupon Code Text No Yes
Add To Cart Timestamp Date No Yes
Total Product Amount Decimal No Yes
Product Attribute Name 1-N Text No Yes Add fields for any product attributes that you send to mParticle that you want send to Salesforce Marketing Cloud.

Commerce Events - Impression

Name Data Type Primary Key Nullable
Product Impression List Text No Yes

The Product specific fields are listed above should be added to the Impression data extension.

Commerce Events - Promotion Action

Name Data Type Primary Key Nullable
Action Type Text No Yes
ID Text No Yes
Name Text No Yes
Creative Text No Yes
Position Text No Yes

Custom Events

Name Data Type Primary Key Nullable
Event Name Text No Yes

Screen Views

Name Data Type Primary Key Nullable
Screen Name Text No Yes

Configuration Settings

Setting Name Data Type Default Value Description
Client ID string Your Client ID from Salesforce Marketing Cloud App Center
Client Secret string Your Client Secret from Salesforce Marketing Cloud App Center
Client Subdomain string The subdomain of your Authentication Base URI in Salesforce. For example if your Authentication Base URI is https://mc5jy4nwsrslmfnb4c274lnhns2m.auth.marketingcloudapis.com, then your Client Subdomain is mc5jy4nwsrslmfnb4c274lnhns2m.
Enable OAuth2 Authentication bool false Set to true if your package uses OAuth2 authentication.

Connection Settings

Setting Name Data Type Default Value Platform Description
Subscriber Key string customerId All Subscriber Key
Subscribers Data Extension External Key string All External Key of the Data Extension used to store Subscribers
Event Mappings to External Keys Custom Field All Define the mapping of mParticle event names to the corresponding Salesforce Marketing Cloud Data Extension External Keys

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