Integrating Salesforce Marketing Cloud
Capabilities
DataGrail's Salesforce Marketing Cloud integration provides the following capabilities:
| Product | Capability | ||||
|---|---|---|---|---|---|
| Request Manager |
|
Before You Start
To successfully configure this integration, please ensure you have sufficient privileges:
- DataGrail User Role: Super Admin, Connections Manager
- Salesforce Marketing Cloud User Role: Admin
Setup a New Package
- Log in to Salesforce Marketing Cloud.
- Select your name in the top right corner. Navigate to Setup, Apps, and Installed Packages.
- Select New to create a new package. Enter a name and select Save.
- After being redirected to the Package Details page, select Add Component.
- Choose API Integration from the list of Component Types.
- Select Server-to-Server under Integration Type.
- Select the required scopes and then Save.
Required Scopes
Lists and Subscribers: ReadLists and Subscribers: WriteUsers: Read
- When redirected, copy the Client ID and Client Secret and store them in a secure, temporary location.
- Under Authentication Base URI, copy your subdomain. If your Base URI is
https://yoursubdomain.auth.marketingcloudapis.com/, your subdomain will beyoursubdomain.
The subdomain should be a 28-character string starting with mc.
- Under the Access tab, ensure you have access to this integration.
Connect to DataGrail
- In DataGrail, navigate to Integrations and select Configure New Integration to search for Salesforce Marketing Cloud.
- Enter the Client ID, Client Secret, and Subdomain.
- Select your desired Asynchronous Deletion Behavior.
Salesforce Marketing Cloud Deletion Behavior Configuration
Mark integration as complete when a deletion request is successfully submitted: The Salesforce Marketing Cloud Integration will be marked as "complete" as soon as the deletion request is submitted to Salesforce Marketing Cloud.
Continue processing until the deletion request is completed (default behavior): The Salesforce Marketing Cloud Integration will show a "processing" status until the Salesforce Marketing Cloud deletion is complete.
- Select Configure Integration.
Next Steps
Now that you've successfully connected the integration, check out the following resources:
- Synchronous vs. Asynchronous Integrations
- Whole Record Deletion
- Access Request Lifecycle
- Deletion Request Lifecycle
Troubleshooting
If you are unable to successfully connect the integration, review these common troubleshooting steps:
Ensure Required Permissions Are Granted on API Keys/Resources
DataGrail checks required permissions and scopes on API keys/resources used by each integration. If all necessary permissions are not granted, new connections will fail.
Review Required Account Types and User Roles
If users do not have the necessary permissions or the minimum required user role in the connecting system, the connection to DataGrail will fail. Additionally, connections will fail if your account type does not match the one required by the integration.
See Before You Start to review these requirements.
Technical Details
The Salesforce Marketing Cloud integration uses the Marketing Cloud REST API:| Access Type | Synchronous |
|---|---|
| Deletion Type | Asynchronous (Whole Record) |
API Documentation
Learn more about this API implementation and DataGrail functionality in our API Integration Documentation.
Disclaimer: The information contained in this message does not constitute as legal advice. We would advise seeking professional counsel before acting on or interpreting any material.