Collecting data from Salesforce Marketing Cloud

This guide explains how to collect data from Salesforce Marketing Cloud. To learn how to collect data from a different data source, go back to the Available data sources in Adverity overview.

Introduction

For a list of the fields that you can collect from Salesforce Marketing Cloud, see Salesforce Marketing Cloud.

Limitations

Collecting data from Salesforce Marketing Cloud comes with the following limitations:

When setting up an authorization to Salesforce Marketing Cloud, different levels of permissions determine the report types from which you can collect data. These permissions are assigned to the Installed Packages and are linked to your Salesforce Marketing Cloud credentials. For more information, see Getting your Salesforce Marketing Cloud Client ID and Client Secret.
Different report types require different levels of authority.

Creating a datastream to collect data from Salesforce Marketing Cloud

The basics of creating a datastream to collect data from any data source are explained in our guide to Creating a datastream. This guide contains information about the specific steps to create a datastream to fetch data from Salesforce Marketing Cloud.

Authorization: Allow Adverity to access Salesforce Marketing Cloud

To set up an authorization to Salesforce Marketing Cloud, follow the instructions in Setting up an authorization to Salesforce Marketing Cloud.

Configuration: Choose the data you want to collect from Salesforce Marketing Cloud

To choose what data to collect and customize the Salesforce Marketing Cloud datastream configuration, follow these steps:

(Optional) Rename your datastream.

In Report type, select the type of data to collect from Salesforce Marketing Cloud. The selected report type determines the additional fields to populate.

(Optional) If you have selected Query in the Report type field, you can select the query to use for the data collection.
(Optional) In Date filter, select the type of date filters to use for data collection.

What's next?

Apply Data Mapping to your collected data to harmonize data collected from different sources in Adverity.
Transform your data to meet your needs by creating and applying transformations to your datastream.
Load your data into Explore & Present to visualize your data in Adverity
Load your data into an external destination of your choice