Loader Salesforce Marketing Cloud

Salesforce Marketing Cloud is a comprehensive digital marketing platform designed to streamline and enhance the management of customer engagement across multiple channels. It provides a suite of tools for creating, automating, and analyzing marketing campaigns, allowing businesses to deliver personalized and targeted content to their audience.

Business value in CDP

This integration empowers marketers to leverage the wealth of data stored in the CDP within the Marketing Cloud environment, facilitating more personalized and effective marketing campaigns that resonate with individual customer needs and preferences. Overall, Salesforce Marketing Cloud is a powerful tool for optimizing marketing strategies and driving customer engagement through data-driven insights.

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Steps to set up Salesforce Marketing Cloud

Follow this step-by-step guide to configure the component:

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 Cloud. Follow instructions on how to do this.
4. Set up the loader as a destination in CDP below in this article.
   
5. Continue with exporting your segmented customer profiles. Refer to this article.

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Setting up the loader in MI

This component imports contacts (email addresses with attribute values) to Salesforce Marketing Cloud Data Extension.

Data In/ Data Out

Data In

Loader requires imports.csv file in directory /data/in/tables/imports.csv. imports.csv file must contain column: email (required) which contains email addresses of contacts to upsert in Salesforce Marketing Cloud loader Data extension. The rest of the columns (first_name, last_name, attribute1, attribute2, ...) in imports.csv file are considered as attributes to upsert. The structure of the imports.csv file must correspond with the definition of data extension in Salesforce Marketing Cloud. Each Data Extension must have an email column as PRIMARY KEY for a successful upsert. Example: email first_name last_name attribute1 attribute2 john.doe@email.com Joe Doe hello jane.doe@email.com Jane Doe hello foo@bar.com Foo  Bar

Data Out

N/A

Learn more: about the folder structure please go to this article.

Parameters

Client ID (required)	ID of installed OAuth application for the client.
Client Secret (required)	Secret key of installed OAuth application for the client.

Remember: Both information can be found in Salesforce Marketing Cloud with the following steps: 
Setup -> Platform tools -> Installed Packages -> {{YOUR_APPLICATION_NAME}}

Data Extension Key (required)

ID (key) of Data Extension where the audience from import.csv file will be imported.

Remember: Data Extension key can be found in Salesforce Marketing Cloud with the following steps:
Email Studio -> Email -> Subscribers -> All Subscribers -> Data Extensions -> {{YOUR_DATA_EXTENSION}}

Learn more: about documentation for creating data extension: here

Authentication Base URI (required)	URI used for refreshing access token.
Rest API Base URI (required)	URI for REST API endpoint call.

Remember: Both information can be found in Salesforce Marketing Cloud:
Setup -> Platform tools -> Installed Packages -> {{YOUR_APPLICATION_NAME}}

Remember: Data given in imports.csv will be loaded to the Salesforce Marketing Cloud using the UPSERT method. Data of existing email (in Data Extension) will be rewritten based on the email.