Integrations
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.
In order to enable mParticle’s integration with Salesforce Marketing Cloud, you will need to a Salesforce Marketing Cloud account and an App Center account with Salesforce Marketing Cloud enabled for API Integration, and have created an API Integration Application Type app to obtain your credentials (Client ID, Client Secret) for mParticle configuration.
The mParticle integration with Salesforce Marketing Cloud uses the Subscriber data extension to store audience data, so you will need to have the Subscriber data extension set up in your Marketing Cloud app. See the following Salesforce documentation for assistance.
mParticle will create a Data Extension table in Salesforce for each audience you forward. You can find your audiences directly under Data Extensions in the Salesforce Marketing Cloud dashboard. Data extensions will be named based on the Audience Name, or the External Audience Name if one is set. Each record in the data extension table will have the following attributes
Salesforce Attribute Name | Notes |
---|---|
Subscriber Key | mParticle forwards Customer ID, Email, mParticle ID, or Other depending on which you nominate as the ‘Subscriber Key’ in the Connection Settings. |
TimeStamp | UTC Timestamp for the last update of the record. |
MPAUDIENCEMEMBERSHIPSTATUS | A boolean value that determines whether the user is a member of the audience. |
IDFA | Apple Advertising ID |
IDFV | Apple Vendor ID |
GAID | Google Advertising ID |
Android ID | Android Vendor ID |
You can optionally forward additional subscriber data to Salesforce, stored in a separate Data Extension. To do this, you must create the extension in Salesforce in advance and provide the key under Subscriber Data Extension Key
in the Connection Settings. You will also need to create fields in the Subscriber Data Extension for each user attribute you want stored in Salesforce.
This same process is used for the Event integration and supports the same fields. Follow the setup instructions here and refer to the list of possible fields here.
Users must have your selected Subscriber Key identity for data to be forwarded to Salesforce. For example, if you choose ‘Customer ID’, and your users do not have a Customer ID, no data will be sent to Salesforce.
All user attribute names that contain special characters will have those characters replaced by -
instead. The values of those attributes are unmodified. For example, if you have an attribute named “user.favorite_color”, it will be transformed to be “user-favorite-color”.
The Salesforce Marketing Cloud Audience Integration uses Bulk Forwarding. Bulk Forwarding means that, instead of uploading updates to an audience in real time, mParticle compiles updates into a queue until either a given amount of time has passed since the last upload, or until a certain number of updates are waiting to be sent.
By default, mParticle uploads to Salesforce Marketing Cloud whenever at least one of the following conditions is met:
Upload frequency can sometimes be adjusted. Reach out to your mParticle Customer Success Manager if you need to discuss upload frequency.
Setting Name | Data Type | 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, 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 . |
Setting Name | Data Type | Default Value | Description | |
---|---|---|---|---|
Subscriber Data Extension Key | string |
External key of the subscriber data extension for storing user attributes | ||
Subscriber Key | string |
customerId | Subscriber Key |
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