Salesforce Marketing Cloud (FTP) Connection

What: The Salesforce Marketing Cloud (FTP) connection allows you to enrich BlueConic profiles with data from Salesforce Marketing Cloud (formerly known as ExactTarget) subscribers and vice versa using the Enhanced FTP functionality in Salesforce Marketing Cloud.This connection supports scheduled batch import and export. 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 about your users into BlueConic.

About BlueConic: BlueConic is a Customer Data Platform that harnesses the data required to power the recognition of an individual at each interaction, and then synchronizes their intent across the marketing ecosystem. Click here to learn more.

Why: Interact with your email recipients with relevancy on-site, and in their inbox! By taking Salesforce Marketing Cloud data into 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. Click Connections in the navigation bar.
  2. Click Add Connection.SFTPconnection1.png
  3. A pop-up window appears. Check the Show all box. Enter “Salesforce Marketing Cloud” in the Search bar.

    Click Salesforce Marketing Cloud Connection.
    sfmc_connection.png

  4. The Salesforce Marketing Cloud Connection page opens. You can expand or collapse metadata fields (favorite, labels, and description) by clicking the gray + or .

 

Configuring a Salesforce Marketing Cloud Connection

For importing and exporting, you'll need the client ID and client secret, as well as enhanced FTP credentials from Salesforce Marketing Cloud.

Setup and Authentication 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 pane, choose Account > FTP Accounts.
  4. In the FTP Accounts pane, make sure the Status is ‘Enabled’.

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

 

Importing Data from Salesforce Marketing Cloud into BlueConic

 

Setting up an export in Salesforce Marketing Cloud

Step 1: Define the FTP file location

  1. In the Administration pane, choose Data Management > File Location.
  2. In the File Locations pane, click Create to create a new File Location.
  3. In the New File Location window, set the properties, for example:
    Name: 'Salesforce Marketing Cloud to BlueConic'
  4. In the Location Type drop-down menu, choose Enhanced FTP Site Export Directory and click Save. The File Locations window shows “The file location has been saved.”

Step 2: Create a New Data Extract in Salesforce: 

  1. Click the Salesforce Marketing Cloud logo and choose Email.
  2. In the Email window, choose Interactions > Data Extract
  3. Click Create. The Data Extracts > New Data Extract panel appears.
  4. Enter a Name, for example: 'Salesforce Marketing Cloud to BlueConic'.
  5. To find the required File Naming Pattern, open BlueConic and go to the Connections > Salesforce Marketing Cloud connection page:
    1. Select Import data into BlueConic
    2. Set the Data extension to BlueConic data extension. A CSV file name is generated.
    3. Click to copy the file name that appears in the FTP file name
  6. Return to the Salesforce Marketing Cloud Interactions > Data Extracts > New Data Extract panel and paste your FTP file name into the File Naming Pattern field.
  7. In the Extract Type drop-down menu, choose Data Extension Extract.
  8. Next you enter the DE Customer Key. To find this value, choose Subscribers > Data Extensions. This opens the Salesforce Data Extensions Properties panel, where you can copy the External Key for the BlueConic Data extension.
  9. In the Interactions panel choose Activities > Data Extracts, paste the External Key in the DE Customer Key field.
  10. Check the Has ColumnHeaders and TextQualified checkboxes.
  11. Save your new data extract. A confirmation message appears.

Step 3: Create a New File Transfer in Salesforce Marketing Cloud

  1. In the left navigation menu of the Interactions panel choose ActivitiesFile Transfer. Click Create to create a new file transfer.
  2. In the Name field, enter the name you defined in Step 1 above for the new file transfer, for example: 'Salesforce Marketing Cloud to BlueConic file transfer interaction'.
  3. Set the Transfer Type to Upload.
  4. In the File location drop-down menu, select the FTP file location you defined in Step 1, for example, 'Salesforce Marketing Cloud to BlueConic'.
  5. To find the correct File Naming Pattern:
    • Open BlueConic and go to the BlueConic Connection you just created.
    • Under Import goals, choose Import data into BlueConic.
    • Click the automatically generated FTP file name to copy it.
  6. Return to Salesforce Marketing Cloud and paste this value into the File Naming Pattern field on the New File Transfer window.
  7. Click Save to save this new file transfer definition. A confirmation message appears.

 

Step 4: Schedule the Export Automation in Salesforce Marketing Cloud

  1. In the Salesforce Marketing Cloud window, choose Journey Builder > Automation Studio. The Overview pane opens.
  2. Click New Automation.
  3. In the top left corner, click Untitled Automation to enter a name for your new Automation, for example: Salesforce Marketing Cloud to BlueConic and click Done.
  4. In the Starting Sources area, drag the source named Schedule to the Starting Source circle. Click Configure to set up the new schedule.
  5. In the Define Schedule pop-up, choose a starting date and time for the import. Select a repeat schedule from the Repeat drop-down menu, for example, Daily. Select an End date, (for example, Never).
  6. Click Done.

 Step 5: Create a New Data Extraction Activity in Salesforce Marketing Cloud

  1. In the Activities area, drag the Data Extract Activity, to the Canvas and double click to open it. Now you can define the workflow.
  2. Double-click Data Extract and click Choose to open the Choose Data Extract Activity window.
  3. Double-click your Salesforce Marketing Cloud to BlueConic activity, opening the Details screen.
  4. Verify the settings and click Done.

 

Step 6: Create and Schedule a New File Transfer Activity in Salesforce Marketing Cloud

  1. In the Activities area, drag File Transfer to the Canvas.
  2. Click Choose to open the Choose File Transfer Activity popup.
  3. Double-click your Salesforce Marketing to BlueConic file transfer interaction to open the Details screen.
  4. Verify the settings and click Done.
  5. In the Automation Studio window, click Save to save your workflow activities.
    A confirmation message appears.
  6. In the Starting Source column that lists the Schedule for activities, click the Active command to open the Activate Schedule Confirmation pop-up.
  7. Click Activate. This saves your automation and activates it to run on the schedule you specified. A confirmation message appears that says “Salesforce Marketing Cloud to BlueConic activated successfully.”

 

Setting up in BlueConic for importing data

Now that you've configured the Salesforce Marketing Cloud export, you can import this data into BlueConic. You do this by setting up import goals in the Salesforce Marketing Cloud connection in BlueConic. Under Import goals in the left-hand column, click Import data into BlueConic.

  1. The Data Extension and CSV file name have already been configured (above).
  2. Set up Link identifiers between Salesforce Marketing Cloud and BlueConic to link data from one to the other.

    Select a data field and a BlueConic profile property from the drop-down lists to link together.

    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.
  1. 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.
    BCprofileMapsm.png
    Select how to import the data from a drop-down list: SetSet if emptyAdd the data field to the list of existing values, or Sum a number with the existing values (if the data field is a number).
    Click Save on the top right corner of the screen to save your import goal.

    Optional: In the left panel, click Add goal and then Import goal to create another Import goal.

 

  1. Check the box for Import data into BlueConic in the left panel. A green arrow appears, going from the Salesforce Marketing Cloud icon to the BlueConic icon.
    import_sfmc_to_bc.png

 

Exporting BlueConic Data into Salesforce Marketing Cloud

 

Setting up in Salesforce Marketing Cloud

Step 1: Define the FTP file location

  1. In the Administration pane, choose Data Management > File Location.
  2. In the File Locations pane, click Create to create a new File Location.
  3. In the New File Location window, enter a name for this FTP location, for example: BlueConic to Salesforce Marketing Cloud.
  4. In the Location Type drop-down menu, choose Enhanced FTP Site Import Directory. Click Save

Step 2: Creating a New Import Definition in Salesforce Marketing Cloud

  1. In Salesforce Marketing Cloud, select Email Studio > Email to open the Email Overview window.
  2. Choose Interactions > Import to open the Interactions window and Imports panel.
  3. Click Create to open the New Import window.
  4. Enter a name for your new interaction, for example: BlueConic to Salesforce Marketing Cloud Import interaction.
  5. In the File Location drop-down menu, choose the name of the file location you defined in Step 1, for example: 'BlueConic to Salesforce Marketing Cloud'
  6. To find the correct File Naming Pattern value, go to BlueConic:
    1. Open the Connections > Salesforce Marketing Cloud connection page.
    2. Under Export goals, click Export Data into Salesforce.
    3. In Step 2. Select Salesforce Marketing Cloud data extension to export data to, click the FTP file name to copy it.
  7. Return to Salesforce Marketing Cloud and paste this value into the File Naming Pattern field of the Interactions > Imports > New Import window.
  8. Change the Destination Type to Data Extensions. Expand the Data Extensions selector, opening the ExampleFolder to find and select BlueConic Data extension.
  9. Under Update Type, select how you'd like to update the content: 
    Add and Update: BlueConic can add and update users within the Data Extension.
    Only Add: 
    BlueConic can only add, but not update, users within the Data Extension.
    Only Update:
    BlueConic can update, but not add, users within the Data Extension.
    Overwrite: 
    Clears the entire Data Extension and fills it with the new BlueConic file import.
  10. Save your new import interaction. A confirmation message appears.

 

Step 3: Create a New Automation in Salesforce Marketing Cloud

  1. Open the Journey Builder > Animation Studio. In the Animation Studio Overview window, click the New Automation button.
  2. In the top right-hand corner, click Untitled Automation and add a name for your automation, for example: BlueConic to Salesforce Marketing Cloud. Click Done.
  3. In the Starting Sources area, drag File Drop to the Starting Source circle and click Configure.
  4. In the File Drop Setup pop-up, select the Use Filename Pattern radio button and select Begins with from the drop-down menu.
  5. In BlueConic, open the Connections > Salesforce Marketing Cloud connection page and select Import data into BlueConic in the left-hand column. In Step 1: Select Salesforce Marketing Cloud data extension to import data from and copy the value in the FTP file name field.
  6. Return to the File Drop Setup pop-up window in Salesforce Marketing Cloud and paste the FTP file name in the textbox under Use Filename Pattern > Begins with. Remove the date and time variables at the end of this string.
    For example, use blueconic_BlueConic_Data_extension_ instead of blueconic_BlueConic_Data_extension_%%Year%%-%%Month%%-%%Day%%-%%Hour%%.csv
  7. Select the import folder and click Done.

 

Step 4: Create a New Import Activity in Salesforce Marketing Cloud

  1. In the Activities section of the Automation Studio window, drag the Import File icon from Activities to the canvas. The Import File step appears; click Choose.
  2. In the Choose Import File Activity popup, select the name of your activity, for example: BlueConic to Salesforce Marketing Cloud import interaction and double-click the name.
  3. The Details pane appears. Verify the settings and click Done.
  4. Click Save in the Automation Studio window. 
  5. In the Starting Source section, under File Drop, click the Active button.
  6. In the Activate File Drop pop-up window, click Activate Now

 

Setting up the BlueConic export 

  1. In BlueConic, under Export goals in the left-hand column, click Export data into BlueConic. Select a BlueConic segment using the Search bar.

    You can choose to export all profiles even if they haven’t changed since the last export by checking the box. By default, BlueConic will only export profiles that have changed.

    In the top right-hand corner, the number of profiles available for the export appears.
    profiles.png

    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. The Data Extension and CSV file name have already been configured (above).
  3. Set up Link identifiers between Salesforce Marketing Cloud and BlueConic to link data from one to the other.

    Select a data field and a BlueConic profile property from the drop-down lists to link together.

  4. Map the BlueConic data you want to export into the file.
    bc-to-sfmc-mappings.png

    Select BlueConic profile property by entering a search term and enter the data field value it should populate. Order mappings by grabbing the drag bar on the left side, this will be reflected in the order of the fields in the exported file.
    Click the BlueConic icon to open a drop-down menu where you can switch between the type of information you want to export. Pick one of:

    • 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
    • Profile property: the value of a specific profile property

 bc_identifier2.png
Click Save on the top right corner of the screen to save your Export goal.

Optional: In the left panel, click Add goal and then Export goal to create another Export goal.

In the left panel, check the box by Export data into Salesforce. A green arrow appears, going from the BlueConic icon to the Salesforce Marketing Cloud icon.
bc-to-sfmcFTP.png

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 Setup 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 Setup and Run under Authentication in the left-hand column.
  2. Click the settings icon  in the Run history section of the Setup and run page.
  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.

 

Privacy management

Connections can be added to Objectives, allowing for privacy 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.

 

The Salesforce Marketing Cloud Connection is a standard plugin.