Setting up Salesforce Marketing Cloud data integrations with BlueConic

When you set up a connection between Salesforce Marketing Cloud and BlueConic, there are some steps you need to take in Salesforce Marketing Cloud first. This article describes steps you need to take in Salesforce Marketing Cloud to configure the data integration.

Start by creating and authenticating the Salesforce Marketing Cloud connection in BlueConic. To prepare for the configuration steps in BlueConic follow the steps below inside Salesforce Marketing Cloud.

Setting up Salesforce data to receive data imports from BlueConic

If you want to configure an import goal for this connection, complete the instructions below before you complete the setup for the BlueConic Salesforce Marketing Cloud (FTP) connection.

Setting up an export in Salesforce Marketing Cloud

Step 1: Define the FTP file location

  1. In the Administration panel, choose Data Management > File Location.
  2. In the File Locations panel, 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 panel 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.”

Next step: Continue with the import goal steps in the Salesforce Marketing Cloud (FTP) Connection

Setting up Salesforce Marketing Cloud for data exports from BlueConic

If you want to configure an export goal, complete the instructions below before you complete the setup for the BlueConic Salesforce Marketing Cloud (FTP) connection.

Exporting BlueConic Data to Salesforce Marketing Cloud

 

Setting up the export manually in Salesforce Marketing Cloud

Step 1: Define the FTP file location

  1. In the Administration panel, choose Data Management > File Location.
  2. In the File Locations panel, 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 > Automation Studio. In the Automation 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 Use Filename Pattern and choose 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 field 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 panel 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.

 

Next step: Continue with the export goal steps in the Salesforce Marketing Cloud (FTP) Connection.