Salesforce Marketing Cloud

Setup Guide

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

1. Open the Connections page of the Connect AI 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.

5. Select a Schema of either SOAP or REST.

6. Enter a Subdomain. Your subdomain is specified in the Authentication Base URL. For example, https://SUBDOMAIN.auth.marketingcloudapis.com.

Authentication Methods

OAuth

1. To use this data source, you must supply a Callback URL when setting up your OAuth app. This is sometimes referred to as a ‘Redirect URL’. On Connect AI, this is marked as https://oauth.cdata.com/oauth/. Use this when you configure your OAuth app on Salesforce Marketing Cloud.

2. Enter the following information:

   • OAuth Client Id—assigned when you registered your Salesforce Marketing Cloud account for OAuth.
   • OAuth Client Secret—for your Salesforce Marketing Cloud account for OAuth.
3. At the top of the Connect AI Add Salesforce Marketing Cloud Connection page, click Save & Test.

   • If the connection test succeeds, a Connection successfully saved message appears, indicating that your connection has been created. The Status on the Edit Connection page also changes to Authenticated. View the data model of your successful connection in the right pane of the Edit Connection page, in the Data Model tab.
   • If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Connect AI displays error messages under the required fields with missing data. Some data sources require that you sign in directly to the source website. If you did not, an error message appears under the Sign in button. Correct the errors and try again.
   • Unsuccessful connections are saved as drafts and have a Status of Not Authenticated. You can return to the connection and authenticate it later.

OAuthClient

1. Enter the following information:

   • OAuth Client Id—assigned when you registered your Salesforce Marketing Cloud account for OAuth.
   • OAuth Client Secret—for your Salesforce Marketing Cloud account for OAuth.
2. At the top of the Connect AI Add Salesforce Marketing Cloud Connection page, click Save & Test.

   • If the connection test succeeds, a Connection successfully saved message appears, indicating that your connection has been created. The Status on the Edit Connection page also changes to Authenticated. View the data model of your successful connection in the right pane of the Edit Connection page, in the Data Model tab.
   • If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Connect AI displays error messages under the required fields with missing data. Some data sources require that you sign in directly to the source website. If you did not, an error message appears under the Sign in button. Correct the errors and try again.
   • Unsuccessful connections are saved as drafts and have a Status of Not Authenticated. You can return to the connection and authenticate it later.

Basic (SOAP schema only)

1. Enter the User and Password for Salesforce Marketing Cloud.

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

   • If the connection test succeeds, a Connection successfully saved message appears, indicating that your connection has been created. The Status on the Edit Connection page also changes to Authenticated. View the data model of your successful connection in the right pane of the Edit Connection page, in the Data Model tab.
   • If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Connect AI displays error messages under the required fields with missing data. Some data sources require that you sign in directly to the source website. If you did not, an error message appears under the Sign in button. Correct the errors and try again.
   • Unsuccessful connections are saved as drafts and have a Status of Not Authenticated. You can return to the connection and authenticate it later.

More Information

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