Marketing Cloud Integration

Introduction

• Marketing Cloud (Engagement) is one of the most used Salesforce Marketing tools, but it is also a pretty technical tool that requires technical skills for basic segmentation (SQL queries) and data management skills and permissions to have all relevant data available. 
• Often, companies replicate their whole data model within the Marketing Cloud to have this data available for segmentation via queries. 
• But it could be so much easier—there would be no complex data replication, technical SQL queries, or automation setups for segmentation.
• Therefore, we are introducing our brand new Campaign Audience Builder - Marketing Cloud Integration.
• This allows you to segment your audiences based on all data in your Salesforce core database in our point-and-click UI as you used to, and you can transfer your audiences into Marketing Cloud Data Extensions within a few clicks.
• You can create new data extensions on the fly or select existing ones without ever entering the Marketing Cloud UI. Sounds too good to be true?

Functionality

• You will find a new Add to Data Extension button on your audience results page.

• Then, you can choose between Create New Data Extension and Choose Existing Data Extension.

Create new Data Extension

• In the first step, you enter the Data Extension properties (Name, Description, Business Unit, Folder)
• Business Unit and Folder are prefilled but can always be changed.
• Click Next to finish this step.

• Now it's time to define your Data Extension attributes/fields.
• There are always two default/predefined fields: 
  • SalesforceId - The record ID will be synced (ContactId or LeadId)
  • LastSyncedAt - A timestamp of the last Update of an entry

• To add additional attributes/fields, you also have two options:
  • Copy from Existing Data Extension
    • As the name indicates, you can select an existing data extension, and the tool will automatically create the same attributes/fields that are available in this DE.
  • New
    • This is the manual option to create attributes.
    • You have two mandatory fields: Name and Data Type.
    • Optionally, you can select Contact/Lead Fields so the values are pre-mapped. 
    • You can also set DE attribute parameters like Primary Key and Required.
    • If you want to set a fixed default value that should apply to all records, you can also enter it here.
    • Hit Done to create the attribute/field.
• Once you've set up all attributes and fields, you click Done.
• In the final step, you map your audience (Contact/Lead) fields to the attributes and click Done.
  • You can either select fields or enter a fixed value.
• That's it. Your audience results will be transferred to your Marketing Cloud Data Extension.
• You can check the Audience Details to see if some members caused errors (e.g. when a required field was missing).

Choose Existing Data Extension

This option skips the attribute/field definition, and you jump immediately into the final step of mapping or entering the values.

Schedule Data Extensions

• You can also schedule your Data Extensions to be updated frequently and fully automatically.
• Just click Schedule and Add to Data Extension in the Configure Actions step.
• Then, you repeat the steps as described above.

Available Editions

• Professional (Paid Add-On), Ultimate