Set up and configure Salesforce Marketing Cloud as a destination in RudderStack.
5 minute read
This guide will help you set up Salesforce Marketing Cloud (SFMC) as a destination in the RudderStack dashboard. It also lists the configuration settings required to correctly send data from the supported sources to SFMC.
RudderStack recommends creating a data extension in SFMC to store the incoming identify and track events. You must also create the required attributes in your data extension for each trait (for identify events) or properties (for track events) before sending the data to SFMC.
SFMC ignores any traits/properties that are not mapped to the data extension attributes.
For example, if you send an event property like "phone": "+1-202-555-0146" but there is no matching phone column in your SFMC data extension, then SFMC ignores that property.
While creating data extensions, make sure to:
Create all the attributes in the data extension in title case regardless of the casing used for the trait/property names in your RudderStack identify/track events. RudderStack automatically formats the field names into title case before sending the events to SFMC.
Check the Is Sendable option if you want to send emails or push notifications based on your events.
The primary key for the Identify data extension is called as the contact key or subscriber key. You must add a primary key called Contact Key for your data extension before sending data to SFMC. RudderStack populates this field with the userId or email (if userId is absent) traits in the identify event.
For track calls, you can set up different primary keys for various events. If you do not set any primary key, RudderStack sets the default primary key to Contact Key. You can specify multiple comma-separated primary keys if you have defined multiple primary keys in your data extension.
In your SFMC dashboard, go to Apps > Installed Packages.
Create a new package. Then, go to the package and click Add Component.
Choose API Integration as the component type and click Next.
Select the integration type as Server-to-Server and click Next.
Note the client ID and secret for this package (listed under API Integration). Specify these credentials in the connection settings while setting up the SFMC destination in RudderStack.
Setup
In your RudderStack dashboard, add a source. Then, from the list of destinations, select Salesforce Marketing Cloud.
Assign a name to uniquely identify the destination in RudderStack. Then, click Continue.
Connection settings
Setting
Description
Client ID
Enter the client ID associated with your SFMC package.
Enter the subdomain associated with your SFMC account. It is a 28-character string starting with the letters mc.
For example, if your Authentication Base URI is https://mcxt4zx444ppr71jd9rp300hdc8y.auth.marketingcloudapis.com/, then the subdomain is mcxt4zx444ppr71jd9rp300hdc8y.
Identify call settings
Setting
Description
Do not create or update contacts
Turn on this toggle to prevent RudderStack from creating or updating contacts in SFMC via an identify event.
Identify data external key
Enter the external key of the SFMC data extension to which to you want to send data from your identify events.
You can find the external key for your data extension in the SFMC dashboard by going to Contact Builder > Data Extensions.
Track call settings
Setting
Description
Map events to external key
Use this setting to map your track events to an SFMC data extension.
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