Salesforce Marketing Cloud Setup Guide link

Updated November 16, 2023

Follow our setup guide to connect Salesforce Marketing Cloud to Fivetran.

Prerequisiteslink

To connect Salesforce Marketing Cloud to Fivetran, you need a Salesforce Marketing Cloud account.

IMPORTANT: The Salesforce API only returns data for a single business unit account. You must create separate connectors for each business unit if you have multiple business units. When you create and configure the installed package, you must log in to the business unit you want to use. We can only sync data for the parent account and the logged-in business unit. You can check whether your current user is assigned a business unit by following the instructions in Salesforce's Manage Business Units documentation.

Setup instructionslink

Obtain Client ID and Client Secret link

1. Log in to your Salesforce Marketing Cloud account.

2. In the upper right corner, select your user name to open the drop-down menu, and select Setup.

   

3. On the left navigation pane, go to Platform Tools > Apps > Installed Packages.

   

4. Click New to create a new package. Enter a name and click Save.

   

5. Select your new package from the list of packages to go to its detail page.

6. In the Components section, select Add Component.

7. Select API Integration as your component type and click Next.

   

8. Select Server-to-Server as your integration type.

   

9. Give Read permissions to the following:

   • Email
   • OTT
   • Push
   • SMS
   • Social
   • Web
   • Documents and Images
   • Saved Content
   • Journeys
   • List and Subscribers
   • Campaign

10. Click Save.

11. Find your Client ID, Client Secret, and subdomain in the Components section of your package details page. (After you create a new component, you will be taken to that page automatically.)

    NOTE: Your subdomain is part of the base URIs. The URIs have the same subdomain. For example, the Authentication Base URI is in the format https://YOUR_SUBDOMAIN.auth.marketingcloudapis.com/.

    

12. Make a note of your Client ID, Client Secret, and subdomain. You will need them to configure Fivetran.

Find Marketing Cloud Instancelink

1. In your Salesforce Marketing Cloud account, find your Marketing Cloud ID (MID).

   

2. Open the Salesforce Status page.

3. In the search box, enter your MID and perform a search. Click on the search results. Find your Marketing Cloud (Stack) instance. Make a note of it. You will need it to configure Fivetran.

   

Finish Fivetran configuration link

1. In the connector setup form, enter your chosen Destination schema name.
2. Enter your Salesforce Marketing Cloud Client ID and Client Secret that you found in Step 1.
3. Select the Marketing Cloud Instance you found in Step 2.
4. Enter your Sub-Domain that you found in Step 1.
5. Set the Is Enhanced Installed Package toggle to ENABLED to indicate that your package uses OAuth 2.0.
6. Click Save & Test. Fivetran will take it from here and sync your data from your Salesforce Marketing Cloud account.

Related articleslink

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assignment Release Notes

settings API Connector Configuration

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