Salesforce Marketing Cloud
Overview
Salesforce Marketing Cloud, not to be confused with Salesforce.com (SFDC), is a marketing automation platform used for managing and executing personalized customer journeys across marketing channels.
Our Salesforce Marketing Cloud integration allows you to create automated direct mail campaigns from within the Lob dashboard, based on any event trigger change within your SFMC account.
No-code integrations are exclusive to our users on paid plans. Upgrade your Print & Mail edition to gain access, or contact our sales team to learn more.
How to connect Lob with Salesforce Marketing Cloud
Within the Lob Dashboard, navigate to the Integrations page and click on “Salesforce Marketing Cloud” (SFMC) to view the SFMC connection page. When on the SFMC page, click the “Connect” button to begin.
You will be prompted to enter your SFMC account credentials using the client id, secret, and subdomain of the account you would like to connect with Lob.
Your SFMC account / organization must be on a paid SFMC plan.
Lob will read the data extensions, fields, and data types that are available within that profile. This may take some time depending on your SFMC instance. Feel free to navigate away from the Integrations page or Dashboard while it completes. You can check the status on the Integration Detail page in the Integration section.
How to speed this along: The best way to limit data extension access is to create the integration ("Installed Package") underneath a business unit that has a limited number of data extensions. That way Lob will only need to iterate through the shared data extensions for that business unit, rather than all data extensions.
When you have successfully connected your SFMC account to Lob, the label will show “Connected”.
Once you’ve successfully connected Lob to your SFMC account, you can set up an Automated campaign from within the Campaigns flow.
SFMC setup
If you have a package installed
You can find your client ID, client secret, and subdomain inside one of your installed packages:
Your subdomain is a 28-character string that begins with the letters "mc." You can find it within the REST Base URI after the https:// and before the “.auth” portion of the string. In the example above, the subdomain would be mc1111111111111111111111111111.
If you don’t have a package set up yet
Follow the steps below to create one to then get your client ID, secret, and subdomain key.
First, open SFMC and click your profile icon in the top right of the screen.
Click Setup under the settings dropdown
Once in Setup, under Platform Tools navigation, click Apps, then Installed Packages
Click New to create a new package if there isn’t one currently installed.
In the New Package Details window, enter a Name and (optional) Description and click “Save”
Within the package, click “Add Component” and select API Integration as the component type; click “Next”
Then select Server-to-Server integration; click “Next”
Within the Server-to-Server integration, select the following properties to grant Lob the ability to gain access to the appropriate data sets to send automated direct mail campaigns from:
Data
Data Extensions: Read, Write
Contacts
Audiences: Read, Write
List and Subscribers: Read, Write
Marketing Cloud Connect
Read, Write
Automations
Automation: Read, Write, Execute
Journeys: Read, Write, Execute, Activate/Stop/Pause/Resume/Send/Schedule
Channels
Web: Read, Write, Send
Event Notifications
Callbacks: Read, Write, Update
Webhooks
Read, Write
You can read more about SFMC’s permission scopes here.
After selecting the checkboxes to enable the component properties, click “Save”
You will then see a screen confirming the package information you have just set up, which highlights your Client Id and Client Secret keys within the Components section of the page.
Additional notes:
SFMC data will reflect the state of the table objects and fields at the time of the sync. Each night at 12am PST, Lob will run an update to pull the latest data that is available to the user’s profile to which Lob is connected.
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