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Salesforce Marketing Cloud

Salesforce Marketing Cloud

Follow these steps to connect Salesforce Marketing Cloud to your CData Connect Cloud account:

  1. Open the Connections page of the CData Connect Cloud dashboard.

  2. Click + Add Connection in the upper-right corner.

  3. Type Salesforce Marketing Cloud into the search field, then click the data source name.

  4. On the Basic Settings tab of the new connection, enter a connection name or keep the default name.

Follow the steps below to connect through either OAuth or Legacy Authentication.

OAuth

On the Advanced Settings tab:

  1. Set Auth Scheme to OAuth.

  2. Set Use Legacy Authentication to False.

  3. Enter your subdomain.

  4. Enter your OAuth client Id** and OAuth client secret.

  5. In the Schema section, select either SOAP or REST.

Return to the Basic Settings tab:

  1. Click Sign in to connect securely through OAuth. This action opens the Salesforce Marketing Cloud sign-in page in a new tab.

  2. Log into your Salesforce Marketing Cloud account and provide the requested permissions (if applicable).

  3. At the top of the CData Connect Cloud Add Salesforce Marketing Cloud Connection page, click Save & Test.

    • If the connection test succeeds, a message indicates that your connection has been created.

    • If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Then, try again.

Legacy Authentication

On the Advanced Settings tab:

  1. Set Auth Scheme to Basic.

  2. Set Use Legacy Authentication to True.

  3. In the Schema section, select SOAP.

Return to the Basic Settings tab:

  1. Enter your username and password.

  2. At the top of the CData Connect Cloud Add Salesforce Marketing Cloud Connection page, click Save & Test.

    • If the connection test succeeds, a message indicates that your connection has been created.

    • If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Then, try again.

More Information

For more information about interactions between CData Connect Cloud and Salesforce Marketing Cloud, see this information page.