Salesforce Marketing Cloud
Salesforce Marketing Cloud
Follow these steps to connect Salesforce Marketing Cloud to your CData Connect Cloud account:
-
Open the Connections page of the CData Connect Cloud dashboard.
-
Click + Add Connection in the upper-right corner.
-
Type Salesforce Marketing Cloud into the search field, then click the data source name.
-
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:
-
Set Auth Scheme to OAuth.
-
Set Use Legacy Authentication to False.
-
Enter your subdomain.
-
Enter your OAuth client Id** and OAuth client secret.
-
In the Schema section, select either SOAP or REST.
Return to the Basic Settings tab:
-
Click Sign in to connect securely through OAuth. This action opens the Salesforce Marketing Cloud sign-in page in a new tab.
-
Log into your Salesforce Marketing Cloud account and provide the requested permissions (if applicable).
-
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:
-
Set Auth Scheme to Basic.
-
Set Use Legacy Authentication to True.
-
In the Schema section, select SOAP.
Return to the Basic Settings tab:
-
Enter your username and password.
-
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.