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Setup guide: integrate Salesforce Marketing Cloud into CDP

Prerequisites for setting up Salesforce Marketing Cloud Loader

  1. The first step is to set up the loader within Meiro Integration by following the instructions given in this article.
  2. Connect Meiro CDP to Salesforce Marketing Cloud. Described here.
  3. Grant API access to the user profile on Salesforce Marketing CloudCloud. Follow instructions on how to do this.
  4. Set up the loader as a destination in CDP below  in this article.

After you finalize all previous steps, you can proceed with exporting segmented customer profiles to the destination. Refer to this article.

Step 1. Connect Meiro CDP to Salesforce Marketing Cloud

1. Go to the top right-hand corner of the interface. Click on Settings > Setup. Screenshot 2021-11-24 at 12.30.32 AM.png
2. Click on Apps > Installed Packages > New.

image-1656922528644.png
3. Fill in the “Name” and “Description”. Screenshot 2021-11-24 at 12.31.52 AM.png
4. Click on “Add Component” under the Components section. Screenshot 2021-11-24 at 12.32.37 AM.png
5. Select “API Integration”. Screenshot 2021-11-24 at 12.33.18 AM.png
6. Select “Web App”. Screenshot 2021-11-24 at 12.33.45 AM.png

7. Obtain the URI from the Meiro team. Grant Meiro with the following access and click “Save”.

  • Email: Read, Write
  • Web: Read, Write
  • Automations: Read, Write, Execute
  • Journeys: Read
  • List And Subscribers: Read, Write
  • Data Extensions: Read, Write
  • Tracking Events: Read
  • Webhooks: Read, Write  
 Screenshot 2021-11-24 at 12.34.47 AM.png 
8.  Inform the Meiro team that steps 1-7 are completed and they will set up the connection on Meiro Integrations for you.

Step 2. Grant API access to the user profile on Salesforce Marketing Cloud

In addition, you will need to grant API access to the user profile on the Salesforce Marketing Cloud for the Meiro team to use the API endpoints to push data into the data extensions.

1. Go to the top right-hand corner of the interface. Click on Settings > Setup > Cloud Preferences. Screenshot 2021-11-24 at 12.36.08 AM.png
2. Click “User Settings”. Screenshot 2021-11-24 at 12.36.46 AM.png
3. Check the “API user” box to enable the user profile access to API. Screenshot 2021-11-24 at 12.37.20 AM.png

Step 3. Setup destination in CDP

The destination can be set in the Meiro Business Explorer in the Administration/Entities/Destination tab. The setup is usually done by the Meiro technical consultant

Destination ID

(required, not editable)

"The Destination ID" is a numeric value that analysts will refer to within the Meiro Integrations environment. After you choose the ID, it will not be possible to change it later on.


Find the right workspace in Meiro Integrations, with  the CDP component responsible for the data load:

workspace.png

Check Destination ID in Meiro Integrations:

destination ID MI.png

Insert Destination ID in the Meiro Business Explorer.

image.png

Name (required)

The name will be visible across the Meiro Business Explorer for the users (Data library/ Destination tab, segment detail)

Description (optional)

It is possible to add a description to the destination. The description will be displayed for use in the Data library/ Destination tab.

Icon (required)

The icon will be visible across the Meiro Business Explorer for the users (insights, Data Library/  Attributes, Sources and Destinations tabs,  segments, and customer profiles).

Exported & Mandatory   attributes

(required)

"Exported attributes" - values of exported attributes will be sent to the dedicated Meiro Integrations workspace, then to the destination. "Mandatory attributes" all customers in the export must have those attributes' values known.
 

For Salesforce Marketing Cloud exported & mandatory attributes are custom per client. For more information, reach out to the Meiro team.

Meiro Integrations

(required)

"MI workspace" refers to the workspace in Meiro Integration which will be executed when the segment is exported.


To run exports you need to know the name of the workspace. You should get the name of the respective workspace from the Meiro data analyst.


Meiro data analyst takes care of the Meiro Integration's workspace preparation, and data transformation for a specific destination (e.g. Facebook, Twitter, Google Analytics). Each destination requires a different (very specific) data structure.

Parameter: 

Data Extension Key

(required)

Meiro Integrations Key (required):  data_extension_key

It is set up by analysts and needs to be the same key as in workspace variables in Meiro Integrations.


Name (required): Data Extension Key

The name will be displayed for the user in the segments export parameter section.


Required field (checkbox): ticked

This field is required to be filled in to export to Salesforce.



Value from the list (checkbox): not ticked

Ticked makes a possible selection from the value drop-down list. Unticked disables drop-down list.


User input (checkbox):  ticked

This field is required to be filled in to export to Salesforce.


Warning: The fields in the data extension have size limits that can be defined. If any value exceeds the size limit on the field, it will fail the whole export! For email and phone number fields, if any value fails the validation from Salesforce Marketing Cloud, the whole export will fail. Do validate the fields before sending them.


Learn more: about data extension limits from the Salesforce documentation.




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