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Using IBM® App Connect to interact with Salesforce Marketing Cloud

By Shahmini Arumugam posted Fri April 01, 2022 03:14 AM

  

Salesforce Marketing Cloud is a customer relationship management platform that provides digital marketing automation and analytics software and services.

 

Using Salesforce Marketing Cloud with App Connect

You can use App Connect to perform actions on the following objects:

  • Assets
  • Campaigns
  • Categories
  • Contacts
  • Data extension values
  • Data extensions
  • Event definitions
  • Journeys
  • Locations

 The data extension values objects are displayed on the App Connect UI dynamically and the properties are called directly from the Salesforce Marketing Cloud.

Building a flow in App Connect with Salesforce Marketing Cloud

You can now use IBM App Connect to build flows that integrate with Salesforce Marketing Cloud and other applications.

App Connect supports connecting to Salesforce Marketing Cloud by using a Marketing Cloud package. You can log in to Salesforce Marketing Cloud by selecting one of the following packages:

  • Salesforce Marketing Cloud – Legacy package
  • Salesforce Marketing Cloud – Enhanced package

 Then you can opt to log in by using any of the following authentication modes.

  • OAUTH 2.0 CREDENTIALS
  • OAUTH 2.0 AUTH CODE (Only applicable on IPaaS environment)
  • BASIC OAUTH (Only applicable on CP4I environment)

 

The following screenshot shows the authorization methods available in a CP4I environment.

App Connect supports installed packages with server-to-server or web app API integrations only.

Note: Using the legacy package is only applicable to existing customers. An installed package with legacy functionality was most likely created before 1st August 2019. For more information, see Installed Package Types.


Provide the following information to connect App Connect to your Salesforce Marketing Cloud account. The required information differs based on your installed packages.  

Required credentials

Description

Tenant subdomain

The subdomain of your tenant in the Salesforce Marketing Cloud instance. The subdomain is a 28-character string that starts with the letters 'mc'. For example, 'mc563885gzs27c5t9-63k636ttgm', which is part of your endpoint API URL, https//mc563885gzs27c5t9-63k636ttgm.rest.marketingcloudapis.com. Contact your Salesforce Marketing Cloud admin to know more about the tenant subdomain name.

Client ID

The unique client identifier for the Salesforce Marketing Cloud client application.

Client secret

The client secret for the Salesforce Marketing Cloud client application.

Access token

The access token that is generated from the application client ID and client secret.

 Note: Only required for Basic OAUTH authentication mode. 

Refresh token

The refresh token that is generated from the application client ID and client secret. 

Note: Only required for Basic OAUTH authentication mode. 

The authorized redirect URI for your Salesforce Marketing Cloud application

The redirect URI to use with the application that generated the client ID and secret specified above. Copy and paste this value into the Redirect URI field of your application.

 Note: Only required for OAUTH 2.0 AUTH CODE authentication mode.


For more information, see the How-to guide for Salesforce Marketing Cloud at http://ibm.biz/achowtoapps.


Scenario: Create data extension values in Salesforce Marketing Cloud for contacts created in Salesforce event

 Consider this scenario where you use App Connect to create an event-driven flow, where a contact’s data extension values table is created with the contact’s details when a contact is created in a Salesforce New contact event.

Create data extension values in Salesforce Marketing Cloud for contacts created in Salesforce event


In this example, the flow is triggered whenever a new contact is created in Salesforce.

The flow includes an If and Else conditional statement node from the Toolbox.

  • By using the Create data extension value operation, Salesforce Marketing Cloud creates the contact’s first name, last name, and email address in the specified data extension table. For example,
    • IF the mailing country is USA, the contact’s details are created in the USA data extension table.
    • ELSE IF the mailing country is India, the contact’s details are created in the India data extension table.
  • ELSE, if the mailing address is not USA or India, a Slack notification returns the message: ‘table with {Mailing Country} does not exist’.

These data extension values of a contact (a potential customer) can be mapped to the Journey Builder and an email notification is created from Journey Builder by using the Salesforce Marketing Cloud UI.

 

IBM® App Connect supports a wide range of data formats, application infrastructures, and integration styles. For more information, see IBM® App Connect connectors.

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