Salesforce Marketing Cloud

O Salesforce Marketing Cloud (antigo Exact Target) é uma plataforma de marketing com múltiplas ferramentas feitas para gerenciar de forma efetiva as interações de uma marca com os seus clientes atuais (e potenciais) através de vários canais. 

A tecnologia por trás da plataforma permite um gerenciamento mais eficiente e eficaz das atividades de marketing. A plataforma permite a criação de experiências multichannel, contato com clientes no canal certo, no momento certo (email, SMS, push, propagandas em redes sociais, etc.) e aumentar a aquisição de clientes e vendas.

A integração da Kondado com o Salesforce Marketing Cloud torna mais fácil do que nunca planejar, monitorar, analisar e tomar decisões ao trazer vários dados para o seu Data Warehouse e Data Lake.

Adicionando o conector

Para automatizar o ETL do Salesforce Marketing Cloud com a Kondado para o seu banco de dados, siga os passos abaixo:

1) Acesse a página inicial de login do Marketing Cloud (https://mc.exacttarget.com), insira o seu username e clique em Next

2) Você será redicionado para a página de login específica para a conta do usuário selecionado no passo (1). Copie a URL que será gerada

3) Com a URL em mãos, você deve obter o subdomínio da sua empresa buscando o valor antes de “.login”. No exemplo do passo (2), esse valor será mcx1072k138f919oowzqewciw06, que é obtido da seguinte forma:

https://mcx1072k138f919oowzqewciw06.login.exacttarget.com

4) Guarde o subdomínio obtido no passo (3), pois ele será utilizado para criação do conector na Kondado.

5) Continue com o seu login e acesse a plataforma do Salesforce Marketing Cloud

6) Uma vez logado, localize o seu usuário à direita da barra superior, clique nele e depois em “Setup”

7) Na nova página, localize na barra lateral esquerda a rota Apps > Installed Packages

8) Na página de Installed Packages, você verá a lista de aplicações conectadas. Para criar a integração da Kondado, clique no botão “New” localizado no topo à direita da listagem

9) Após clicar no botão, informe um nome e uma descrição (por exemplo Kondado e kondado.com.br) e clique em “Save”

10) Depois de criar o Installed Package, na aba de “DETAILS”, localize a seção “Components” e clique no botão “Add Component”

11) No primeiro passo do popup, selecione a opção “API Integration” e clique em “Next”

12) No próximo passo, selecione a opção “Server-to-Server” e clique em “Next”

13) Agora é o momento de selecionar as permissões/propriedades da integração com a Kondado. Marque a categoria Data > Data Extensions como Read e Write e as categorias listadas abaixo apenas como Read. Após marcar as permissões, clique em “Save”

Email, OTT, Push, SMS, Social, Web, Documents and Images, Saved Content, Automations, Journeys, Audiences, List and Subscribers, Marketing Cloud Connect, File Locations, Tracking Events, Approvals, Calendar, Campaign, Tags, Workflows, Accounts, OTT Channels, Users e Webhooks

14) Após adicionar o Component, copie os valores de “Client Id” e “Client Secret” localizados na aba “DETAILS” > Components > API Integration

15) Na plataforma da Kondado, vá para a página de adicionar conectores e selecione o conector do Salesforce Marketing Cloud

16) Preencha os valores da seguinte forma:

  • Subdomínio: O valor obtido no passo (3)
  • Client ID e Client Secret: Os valores obtidos no passo (14)

Agora basta ciclar em SALVAR e tudo estará pronto para você começar a integrar os seus dados do Salesforce Marketing Cloud ao seu Data Warehouse!

Integrações

Gráfico de relacionamento entre tabelas

Subscribers

Objeto principal

Campo Tipo

id

text

[en] Read-only identifier for an object. Some objects use the ObjectID property as the Marketing Cloud unique ID

client__id

text

[en] Specifies the account ownership and context of an object.

partnerkey

text

[en] Unique identifier provided by partner for an object. This property is accessible only via API

createddate

timestamp

[en] date and time of the objects creation

objectid

text

[en] System-controlled, read-only text string identifier for object

emailaddress

text

[en] Contains the email address for a subscriber. Indicates the data extension field contains email address data

subscriberkey

text

[en] Identification of a specific subscriber

status

text

[en] Defines status of object. Status of an address.

emailtypepreference

text

[en] The format to use when sending an email to a subscriber. Valid values include: HTML, Text

Attributes

Campo Tipo

subscriber_id

text

name

text

[en] Specifies attributes associated with an object

value

text

[en] Value of the attribute associated with an object

Emails

Campo Tipo

id

text

[en] Read-only identifier for an object. Some objects use the ObjectID property as the Marketing Cloud unique ID

status

text

[en] Defines status of object. Status of an address.

name

text

[en] Name of the object or property

customerkey

text

[en] User-supplied unique identifier for an object within an object type. This property corresponds to the external key assigned to an object in Marketing Cloud.

emailtype

text

[en] Defines preferred email type

characterset

text

[en] Indicates encoding used in an email message. Valid values include

preheader

text

[en] Contains text used in preheader of email message on mobile devices

partnerkey

text

[en] Unique identifier provided by partner for an object. This property is accessible only via API

client__id

text

[en] Specifies the account ownership and context of an object

modifieddate

timestamp

[en] Indicates the last time object information was modified

hasdynamicsubjectline

boolean

[en] Indicates whether email message contains a dynamic subject line

createddate

timestamp

[en] Read-only date and time of the object's creation

contentcheckstatus

text

[en] Indicates whether content validation has completed for this email message

folder

text

[en] Specifies folder information

ishtmlpaste

boolean

[en] Indicates whether email message was created via pasted HTML

objectid

text

[en] System-controlled, read-only text string identifier for object

categoryid

text

[en] Specifies the identifier of the folder containing the email

isactive

boolean

[en] Specifies whether the object is active

subject

text

[en] Contains subject area information for a message

Events

Objeto principal

Campo Tipo

sendid

text

[en] Contains identifier for a specific send

subscriberkey

text

[en] Identification of a specific subscriber

eventtype

text

[en] The type of tracking event

eventdate

timestamp

[en] Date when a tracking event occurred

url

text

[en] Indicates URL included in an event or configuration

partnerkey

text

[en] Unique identifier provided by partner for an object. This property is accessible only via API

client__id

text

[en] Specifies the account ownership and context of an object

correlationid

text

[en] Identifies correlation of objects across several requests

objectid

text

[en] System-controlled, read-only text string identifier for object

batchid

text

[en] Ties triggered send sent events to other events (like clicks and opens that occur at a later date and time)

triggeredsenddefinitionobjectid

text

[en] Identifies the triggered send definition associated with an event. This value also appears in tracking events to allow you to tie those events to a specific triggered send

PartnerProperties

Campo Tipo

sendid

text

subscriberkey

text

eventtype

text

eventdate

timestamp

partnerproperties__name

text

[en] Name of the metadata record supplied by the client and stored by the system

partnerproperties__value

text

[en] Value of the metadata record supplied by the client and stored by the system

Folders

Campo Tipo

id

text

[en] Read-only identifier for an object. Some objects use the ObjectID property as the Marketing Cloud unique ID

name

text

[en] Name of the object or property

allowchildren

boolean

[en] Specifies whether a data folder can have child data folders

partnerkey

text

[en] Unique identifier provided by partner for an object. This property is accessible only via API

client__enterpriseid

text

[en] Unique identifier provided by partner for an object. This property is accessible only via API

client__modifiedby

text

client__id

text

client__createdby

text

iseditable

boolean

[en] Indicates if the property can be edited by the end-user in the profile center

contenttype

text

[en] Defines the type of content contained within a folder

description

text

[en] Describes and provides information regarding the object

customerkey

text

[en] User-supplied unique identifier for an object within an object type. This property corresponds to the external key assigned to an object in Marketing Cloud

parentfolder__partnerkey

text

parentfolder__contenttype

text

parentfolder__description

text

parentfolder__customerkey

text

parentfolder__name

text

parentfolder__iseditable

boolean

parentfolder__objectid

text

parentfolder__id

text

parentfolder__isactive

boolean

parentfolder__allowchildren

boolean

modifieddate

timestamp

[en] Indicates the last time object information was modified

createddate

timestamp

[en] Read-only date and time of the object's creation

objectid

text

[en] System-controlled, read-only text string identifier for object

isactive

boolean

[en] Specifies whether the object is active

List Sends

Campo Tipo

list__id

text

[en] ID of the list associated with an object

sendid

text

[en] Contains identifier for a specific send

forwardedemails

float

[en] Number of emails forwarded for a send

existingunsubscribes

float

[en] Indicates whether unsubscriptions occurred on previous send

unsubscribes

float

[en] Indicates the number of unsubscribe events associated with a send

uniqueopens

float

[en] Indicates number of unique opens resulting from a triggered send

uniqueclicks

float

[en] Indicates number of unique clicks on message

objectid

text

[en] System-controlled, read-only text string identifier for object

duplicates

float

[en] Represent the number of duplicate email addresses associated with a send (exists only when a send occurs to multiple lists)

list__listname

text

[en] Name of the list associated with an object

list__objectid

text

[en] ObjectID of the list associated with an object

list__partnerkey

text

[en] PartnerKey of the list associated with an object

existingundeliverables

float

[en] Indicates whether bounces occurred on previous send

otherbounces

float

[en] Specifies number of Other-type bounces in a send

partnerkey

text

[en] Unique identifier provided by partner for an object. This property is accessible only via API

client__id

text

[en] Specifies the account ownership and context of an object

previewurl

text

[en] Indicates URL used to preview the message associated with a send

numberdelivered

float

[en] Number of sent emails that did not bounce

invalidaddresses

float

[en] Specifies the number of invalid addresses associated with a send

softbounces

float

[en] Indicates number of soft bounces associated with a specific send

numbersent

float

[en] Number of emails actually sent as part of an email send. This number reflects all of the sent messages and may include bounced messages

missingaddresses

float

[en] Specifies number of missing addresses encountered within a send

hardbounces

float

[en] Indicates number of hard bounces associated with a send

List Subscribers

Objeto principal

Campo Tipo

id

text

[en] Read-only identifier for an object. Some objects use the ObjectID property as the Marketing Cloud unique ID

status

text

[en] Defines status of a subscriber's address. Valid values include: Active, Bounced, Held, Unsubscribed, Deleted

listid

text

[en] Defines identification for a list the subscriber resides on

partnerkey

text

[en] Unique identifier provided by partner for an object. This property is accessible only via API

client__id

text

[en] Specifies the account ownership and context of an object

modifieddate

timestamp

[en] Indicates the last time object information was modified

objectid

text

[en] System-controlled, read-only text string identifier for object

createddate

timestamp

[en] Read-only date and time of the object's creation

subscriberkey

text

[en] Identification of a specific subscriber

PartnerProperties

Campo Tipo

id

text

partnerproperties__name

text

[en] Name of the metadata record supplied by the client and stored by the system

partnerproperties__value

text

[en] Value of the metadata record supplied by the client and stored by the system

Lists

Campo Tipo

id

text

[en] Read-only identifier for an object. Some objects use the ObjectID property as the Marketing Cloud unique ID

category

text

[en] ID of the folder that an item is located in

listclassification

text

[en] Specifies the classification for a list. Valid values include: ExactTargetList, PublicationList, SuppressionList

partnerkey

text

[en] Unique identifier provided by partner for an object. This property is accessible only via API

client__id

text

[en] Specifies the account ownership and context of an object

type

text

[en] Indicates type of specific list. Valid values include Public, Private, Salesforce, GlobalUnsubscribe, and Master. Indicates the type of email to send to the address. Valid values include Text and HTML

listname

text

[en] Name of a specific list

description

text

[en] Describes and provides information regarding the object

customerkey

text

[en] User-supplied unique identifier for an object within an object type. This property corresponds to the external key assigned to an object in Marketing Cloud

modifieddate

timestamp

[en] Indicates the last time object information was modified

createddate

timestamp

[en] Read-only date and time of the object's creation

objectid

text

[en] System-controlled, read-only text string identifier for object

Sends

Objeto principal

Campo Tipo

id

text

[en] Read-only identifier for an object. Some objects use the ObjectID property as the Marketing Cloud unique ID

status

text

[en] Defines status of object. Status of an address

unsubscribes

float

[en] Indicates the number of unsubscribe events associated with a send

uniqueopens

float

[en] Indicates number of unique opens resulting from a triggered send

additional

text

[en] The ID for a send that customers use as a campaign ID

numbererrored

float

[en] Number of emails not sent as part of a send because an error occurred while trying to build the email

subject

text

[en] Contains subject area information for a message

fromname

text

[en] Specifies the default email message From Name. Deprecated for email send definitions and triggered send definitions

isalwayson

boolean

[en] Indicates whether the request can be performed while the system is is maintenance mode. A value of true indicates that the system processes the request

previewurl

text

[en] Indicates URL used to preview the message associated with a send

partnerkey

text

[en] Unique identifier provided by partner for an object. This property is accessible only via API

client__id

text

[en] Specifies the account ownership and context of an object

numberdelivered

float

[en] Number of sent emails that did not bounce

invalidaddresses

float

[en] Specifies the number of invalid addresses associated with a send

ismultipart

boolean

[en] Indicates whether the email is sent with Multipart/MIME enabled

missingaddresses

float

[en] Specifies number of missing addresses encountered within a send

email__partnerkey

text

[en] Unique identifier provided by partner for an object. This property is accessible only via API

email__id

text

[en] Default email address for object. Indicates if subscriber information can be used for email sends

email__objectid

text

forwardedemails

float

[en] Number of emails forwarded for a send

existingunsubscribes

float

[en] Indicates whether unsubscriptions occurred on previous send

otherbounces

float

[en] Specifies number of Other-type bounces in a send

numbersent

float

[en] Number of emails actually sent as part of an email send. This number reflects all of the sent messages and may include bounced messages

senddate

timestamp

[en] Indicates the date on which a send occurred. CST (Central Standard Time) value

objectid

text

[en] System-controlled, read-only text string identifier for object

duplicates

float

[en] Represent the number of duplicate email addresses associated with a send (exists only when a send occurs to multiple lists)

uniqueclicks

float

[en] Indicates number of unique clicks on message

existingundeliverables

float

[en] Indicates whether bounces occurred on previous send

hardbounces

float

[en] Indicates number of hard bounces associated with a send

emailname

text

[en] Specifies the name of an email message associated with a send

modifieddate

timestamp

[en] Indicates the last time object information was modified

createddate

timestamp

[en] Read-only date and time of the object's creation

softbounces

float

[en] Indicates number of soft bounces associated with a specific send

numbertargeted

float

[en] Indicates the number of possible recipients for an email send. This number does not include unsubscribed or excluded subscribers for a given list or data extension

fromaddress

text

[en] Indicates From address associated with a object. Deprecated for email send definitions and triggered send definitions

numberexcluded

float

[en] Indicates the number recipients excluded froman email send because of a held, unsubscribed, master unsubscribed, or global unsubscribed status

PartnerProperties

Campo Tipo

id

text

partnerproperties__name

text

[en] Name of the metadata record supplied by the client and stored by the system

partnerproperties__value

text

[en] Value of the metadata record supplied by the client and stored by the system

Data Extension

Campo Tipo

__kdd_rowkey

text

col_x

text

col_y

boolean

col_z

timestamp

Esta integração pode ser integral ou incremental. Para que ela possa ser incremental, é necessário que: (i) haja uma coluna do tipo timestamp (ou Date para o SFMC) que marque quando o registro foi atualizado ou inserido que seja selecionada para ser enviada para a integração (caso hajam colunas timestamp, mas que não possuam esse comportamento, o ideal é deixar a integração como integral) ; (ii) os registros não sejam deletados da tabela (caso sejam, o ideal é deixar a integração como integral);. Satistifeitas ambas estas condições, você poderá marcar a integração como incremental no último passo ao criar a integração, selecionando também a coluna incremental. A atualização incremental irá sempre fazer a leitura de dados da data do savepoint menos 1 dia para trás