Salesforce Marketing Cloud (FTP) Connection

Connecting BlueConic with Salesforce Marketing Cloud via FTP formerly ExactTargetWhat: The Salesforce Marketing Cloud (FTP) connection allows you to enrich BlueConic profiles with data and timeline events from Salesforce Marketing Cloud (formerly known as ExactTarget) subscribers and vice versa using enhanced FTP. This connection supports scheduled batch import and export to and from multiple data extensions in Salesforce Marketing Cloud. You can push lists for triggered emails, configure segmentation or profile properties to send to the Salesforce Marketing Cloud as custom variables, and import Salesforce Marketing Cloud data and events about your users into BlueConic.

About BlueConic: The BlueConic Customer Data Platform harnesses the data required to power the recognition of an individual at each interaction, and then synchronizes their intent across the marketing ecosystem.

Why: Interact with your customers with relevancy on-site, and in their inbox! By exchanging Salesforce Marketing Cloud data with BlueConic, you can individualize their experience on-site or in-app. By using BlueConic's unique behavioral data collection engine, you can enable a highly relevant email program for triggered emails and drip campaigns.

Adding a Salesforce Marketing Cloud Connection

  1. Choose Connections in the navigation bar.
  2. Click Add Connection.How to connect BlueConic real-time customer profiles with Salesforc Marketing Cloud data
  3. A pop-up window appears. Select Show all. Enter “Salesforce Marketing Cloud” in the Search bar. Choose Salesforce Marketing Cloud Connection.

    How to connect BlueConic real-time customer profiles by exporting event and profile data to Salesforce

    The Salesforce Marketing Cloud Connection page opens. You can expand or collapse metadata fields (favorite, labels, and description) by clicking the gray chevron at the top of the page.
  4. In the metadata section you can choose whether to get email notifications when the connection runs or fails to run.
  5. Enter a name for the connection at the top of the page.

Configuring a Salesforce Marketing Cloud Connection

For authenticating the connection between BlueConic and Salesforce Marketing Cloud, you'll need the client ID and client secret, as well as enhanced FTP credentials, from Salesforce Marketing Cloud.

Gathering setup and authentication information in Salesforce Marketing Cloud

  1. Retrieve your Salesforce Marketing Cloud client ID and client secret from your Salesforce Marketing cloud environment.
  2. Open the Salesforce Marketing Cloud Dashboard. In the Settings menu, choose Administration.
  3. In the Administration panel, choose Account > FTP Accounts.
  4. In the FTP Accounts panel, make sure the Status is ‘Enabled’.

You can use this FTP account for both imports and exports.

Configuring the connection in BlueConic

In the Salesforce Marketing Cloud connection page, click Set up and run in the left-hand panel. 

  1. In the Salesforce Marketing Cloud domain settings section, enter your subdomain and the API version you're using in Salesforce Marketing Cloud.
    SFMC_subdomain.png
  2. In the Salesforce Marketing Cloud authentication section, enter your client ID and client secret from Salesforce Marketing Cloud.
  3. Choose your Salesforce Marketing Cloud time zone in the dropdown menu.
    SFMC-timezone.png
  4. Under Enhanced FTP settings, enter your user name and password for Salesforce Marketing Cloud.
    SFMC-Enhanced-FTP-username.png
    Note: Make sure ‘Enhanced FTP‘ is enabled in your Salesforce Marketing Cloud environment. If not, please contact your Salesforce Marketing Cloud team.

Data exchange shows the number of profiles that had data imported or exported via the connection.

SFMC-data-exchange.png

Next you establish goals for the import or export.

Importing data into BlueConic

To set up an import goal for this connection, click the Add goal button in the left-hand panel of the connection page and choose Import goal to open the Import data into BlueConic page.

Configuring an import goal

  1. Select the data extension(s) that contains the data you want to import. You can also use related data extensions to import extra information, such as event data or product information, up to 4 levels deep. 
    SFMC-import-step1.png
    Connect related data extensions by linking the field containing identifiers. 
    SFMC-import-step-1-link-ids.png
    Tip:
    When you are choosing which data extension to designate as the root data extension, choose the one containing customer or profile data first. Then, you can link it to additional data extensions, such as events or products, using the Connect (chain) icon.
  2. Link your customer identifiers between Salesforce Marketing Cloud and BlueConic.
    Select a data field in Salesforce and a BlueConic profile property from the dropdown lists to link together your customer identifiers.
    SFMC-import-link-identifiers.png
    Check the Allow the creation of new BlueConic profiles box to create a new BlueConic profile if the data field doesn't match an existing BlueConic profile when the import runs. If the box isn't checked, only existing profiles are updated, and data that doesn't match BlueConic profiles are ignored.
  3. Map the Salesforce Marketing Cloud fields you want to import into BlueConic.
    Select a data field from the drop-down list and select the BlueConic profile property it populates by entering a search term.
    SFMC-map-fields.png
    You can choose to add all remaining Salesforce fields detected, and optionally add a prefix to the imported fields for the data extension. Select how to import the data from the drop-down list: set, set if empty, add the data field to the list of existing values, or sum a number with the existing values (if the data field is a number).
  4. Optional: Import event data to the BlueConic Timeline.
    Click Import data into BlueConic events to open a set of mappings from Salesforce Marketing Cloud to add event data into BlueConic Timeline events. Select the type of data to import from the dropdown menu, for example, from a data extension.
    Start by clicking to select a Timeline event type, for example, the order event. The mapping expands to accommodate the event type's defined fields. 
    You can map fields individually or choose to add all available mappings at once.
    SFMC-prebuilt-Timeline-event_imports.png
  5. Set up an automation in Salesforce Marketing Cloud.
    Here you can choose to create an automation manually in Salesforce Marketing Cloud, or to have BlueConic create it automatically for you. To create the automation, BlueConic needs you to provide your Salesforce Marketing Cloud file location external key:
    SFMC-file-location-external-key.png
    For instructions on creating the automation manually, see Setting up Salesforce Marketing Cloud data integrations. Tip: You can elect to have BlueConic create the automation initially, save your changes, and then switch to manual setup to customize the automation inside Salesforce Marketing Cloud.
  6. Click Save on the top right corner of the screen to save your import goal. A green arrow appears, going from the Salesforce Marketing Cloud icon to the BlueConic icon.
    You can run the connection now or set up a schedule. See Running the connection below. 

Exporting BlueConic Data to Salesforce Marketing Cloud

Follow the steps below to set up an export goal from BlueConic to Salesforce Marketing Cloud.

Note about setting up an automation in Salesforce Marketing Cloud

When you configure a data export goal in this connection, you can choose to have BlueConic automatically create the automation, or you can configure it manually in Step 5. Note that Salesforce Marketing Cloud offers four possible ways to handle new and existing data during the data exchange. BlueConic data exports use the 'overwrite' method, where imported data overwrites existing data in Salesforce Marketing Cloud. If you need to use a different method, you can use the manual setup option in Step 5 instead of the automatic option and then customize the data automation in Salesforce Marketing Cloud.

Configuring the BlueConic export goal for this connection

In BlueConic, click Add goal the left-hand panel, and choose Export goal. 

  1. Select a BlueConic segment to export profile data from.
    SFMC-export-step1.png
    You can choose to export all profiles even if they haven’t changed since the last export by checking the box. By default, BlueConic only exports profiles that have changed.
    In the top right-hand corner, the number of profiles available for the export appears. This number shows how many profiles meet the conditions for the selected segment (for example, they have an email address and gave required consent for an objective) and therefore are available for the export. BlueConic tries to export only the profiles that have changed since the last export. This number of profiles exported may be lower than the number displayed here. 
  2. Link your customer identifiers between BlueConic and Salesforce Marketing Cloud to link data from one system to the other.
    SFMC-export-step2.png
  3. Map BlueConic profile data to a Salesforce Marketing Cloud data extension.
    Select an existing data extension or enter a new one to create a data extension in Salesforce Marketing Cloud. 
    SFMC-export-step3.png

    Select a BlueConic profile property by entering a search term and enter the data field value it should populate. 
    Click the BlueConic icon to open a drop-down menu where you can choose among the types of information you want to export:

    • Profile property: The value of a specific profile property.
    • BlueConic profile identifier: The unique identifier for a profile.
    • Associated segments: All segments, or a selection of one or more specific segments that the profile is associated with.
    • Associated lifecycles: All lifecycles this profile is associated with. Learn more about BlueConic Lifecycles.
    • All viewed interactions: the names of all viewed BlueConic interactions (for the current page view) as the value, and names will be pipe-separated. 
    • Permission level: The permission level set in the profile.
    • Text value: Enter any static text.
  4. Optional: Click the Export events button to export BlueConic Timeline events to a data extension in Salesforce Marketing Cloud. Select the BlueConic timeline event type and add individual data mappings. Use the +Add mapping button to add additional Timeline event properties. You can add all detected event properties at once, or add them individually. 
    SFMC-export-step4.png
    Optional: Use the second +Add mapping button below to add profile properties along with these events, for example to add data to tie the events back to a particular customer profile. Clicking the BlueConic icon opens a drop-down menu where you can choose among the types of information you want to export, as in step 3.

    Optional: Select a time period for the events being exported.
    SFMC-export-step4-timeline_period.png
  5. Set up a data extract and data file automation in Salesforce Marketing Cloud for the exported data. You can choose to have BlueConic create this automatically or do it manually yourself.
    SFMC-file-location-external-key.png
    Follow the steps for creating the automation manually in Setting up Salesforce Marketing Cloud data integrations
  6. If this connection goal is used in a BlueConic Lifecycle stage, you can choose to have events in this goal count toward that Lifecycle stage's thresholds. Select which email send or click events should count toward the stage threshold.
    SFMC-export-step6-Lifecycles.png
    Learn more about Lifecycle stage thresholds.
  7. Select the connection goal in the left panel, click Save on the top right corner, and you are ready to run the connection. 

Running the Salesforce Marketing Cloud connection

Make sure you've added import and export goals before running the connection.

Testing the connection

  1. To test the connection, click Set up and Run under Authentication in the left-hand column.
  2. Under Run history, click Run now.

Scheduling the connection

To run the connection on a schedule, follow these steps:

  1. Click Set up and run in the left-hand column.
  2. In the Run history section at the bottom of the Set up and run page, click the settings icon How to run import or export connections with customer profile data between Salesforce and BlueConic.
  3. Schedule the connection to run by choosing options in the Schedule window.
  4. Click OK.
  5. Switch the Salesforce Marketing Cloud connection on. 
  6. Save the connection.
    SFMC-schedule-connection.png
    See Scheduling connections for more information.

Privacy management

Connections can be added to Objectives, allowing for privacy and consent management of the information that is being picked up. A connection will only process the profiles of visitors who have consented to at least one of the objectives that the connection is linked to.