Configure a Salesforce Marketing Cloud instance for replication

Preview

This feature is subject to the "Pre-GA Offerings Terms" in the General Service Terms section of the Service Specific Terms. Pre-GA features are available "as is" and might have limited support. For more information, see the launch stage descriptions.

This page describes how to configure a Salesforce Marketing Cloud instance to stream data to supported destination using Datastream.

Before you begin

Before you start configuring Salesforce Marketing Cloud for use with Datastream, you need to:

• Have access to an active Salesforce Marketing Cloud instance.
• Have knowledge of how to navigate and change settings in Salesforce Marketing Cloud.

Configure Salesforce Marketing Cloud for use with Datastream

To establish a connection between your Salesforce Marketing Cloud instance and Datastream, you need to generate API credentials. Datastream uses these credentials to facilitate secure, authenticated communication using the server-to-server OAuth 2.0 flow.

Follow these steps in your Salesforce Marketing Cloud instance to generate the necessary API credentials:

1. In the Salesforce Marketing Cloud interface, navigate to the Setup menu.
2. In the sidebar, go to Platform Tools > Apps > Installed Packages.
3. Click New at the top right of the page to create a new package.
4. In the New Package Details dialog, enter a name and a description for your package in the corresponding fields, and then click Save.
5. In the details page for your newly created package, click Add Component.
6. Select API Integration as the component type, and then click Next.
7. Select the Server-to-Server integration type, and then click Next.
8. Under Scope, define the required permissions. Make sure you provide Read permissions to all objects that you want Datastream to replicate.
9. Click Save.
10. Salesforce Marketing Cloud generates your credentials. Make sure that you store the Client ID and Client Secret in a secure location. You need these when you create a Salesforce Marketing Cloud connection profile.
11. Click Finish.
12. Take note of the subdomain name for your instance. You can find it in the Authentication Base URI section of the API Integration page. The subdomain is the string between the https:// and .auth.marketingcloudapis.com/ parts of the URI. For example, if your URI is https://SUBDOMAIN.auth.marketingcloudapis.com/, then your subdomain name is SUBDOMAIN. You need the subdomain name when you create a Salesforce Marketing Cloud connection profile.

What's next

• Learn more about the Salesforce Marketing Cloud source.
• Learn how to create a Salesforce Marketing Cloud connection profile.