Salesforce Marketing Cloud

Salesforce Marketing Cloud (SFMC) is a digital marketing platform for personalised campaigns across email, mobile, social and web. The SFMC integration syncs consent and preference data from DataGuard CPM to your SFMC Contacts, so your campaigns always reflect what your customers agreed to.

Prerequisites

• Access to the DataGuard CPM Platform.
• Administrative access to your Salesforce Marketing Cloud account.

If you don't have access to the DataGuard CPM Platform, please contact us.

Prepare your Salesforce Marketing Cloud account

Step 1: Create an Installed Package

1. Log in to Salesforce Marketing Cloud and open Setup.
2. Go to Platform Tools > Apps > Installed Packages.
3. Click New, enter a name (for example "DataGuard CPM Integration") and a description, and save.
4. Under Components, click Add Component and choose API Integration. You can only have one API Integration component per package.
5. Enable the scopes for Channels, Contacts and Data, then click Save.

SFMC generates a Client ID, a Client Secret and the Authentication, REST and SOAP Base URIs. You will need them later.

Step 2: Create a Data Extension

1. Go to Audience Builder > Contact Builder and open the Data Extensions tab.
2. Click Create and fill in:
   • Name: DataGuard_CPM_Permissions
   • External Key: DataGuard_CPM_Permissions
   • Description: Permissions Configuration
   • Type: Standard
   • Location: Data Extensions
3. Click Next, leave the retention policy off, and click Next again.
4. Add the attribute Contact Key: Primary Key checked, Data Type Text, Required checked, Length 100.
5. Add the attribute Access Token: Primary Key unchecked, Data Type Text, Required unchecked, Length 100.
6. Click Complete.

You only need to create these two attributes. Once the integration is active, DataGuard CPM adds a column to this data extension for each of your consent options automatically.

Step 3: Create an Attribute Group

1. Go to Contact Builder > Data Designer.
2. Click Create Attribute Group, name it DataGuard CPM, and click Create.

Step 4: Link the Data Extension to Contacts

1. In the DataGuard CPM attribute group, click Link Data Extensions.
2. Select DataGuard_CPM_Permissions.
3. Link it to Contact using the common field Contact Key.
4. Click Save, then Done.

What to send DataGuard Support

You can find the Client ID, Client Secret and Base URIs on the page of your Installed Package (Setup > Platform Tools > Apps > Installed Packages).

How to contact DataGuard Support

Changing the integration

To rotate your Client Secret, change a setting or pause the integration, contact DataGuard Support with the details you want to change.