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Uploaded byPatryk Bandurski
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Marketing Cloud integration with MuleSoft

This document contains an agenda and introduction for a MuleSoft Meetup Group event in Warsaw about integrating Salesforce Marketing Cloud with MuleSoft. The agenda includes introductions, an overview of the Marketing Cloud and its SOAP and REST APIs, and a quiz with prizes. The speaker is an integration consultant and the organizer is a MuleSoft ambassador. The event encourages attendees to network on social media and provides details on a lottery for Amazon vouchers.

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Mulesoft Meetups• Marketing Cloud•
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30/01/2023 Marketing Cloud integration with MuleSoft Warsaw MuleSoft Meetup Group
● Introductions ● Salesforce Marketing Cloud Integration ● SOAP API ● REST API ● Quiz & Lottery Agenda 2
Introduction
Our partners 4
● Integration Consultant at Deloitte Digital Poland ● Working with Salesforce ecosystem products for 2 years ● Customer 360 Go To Market Champion ● Certified Salesforce and MuleSoft professional Follow me on LinkedIn /in/davydhashchak 5 Davyd Hashchak Speaker Your Photo
● Subject Matter Expert at PwC Poland ● MuleSoft Ambassador ● MuleSoft Meetup Leader for Warsaw, Poland ● Working with MuleSoft products for over 10 years now ● One of Salesforce Trailblazers https://trailhead.salesforce.com/trailblazers/patryk-bandurski Organizer Check out my integration blog https://ambassadorpatryk.com/blog 6
Share the event ● Share the Meetup in your social media ● Tag the event using #MuleSoftMeetup #WarsawMuleSoftMeetup Thanks ☺ 7
Lottery ● How it works? ○ During the event randomly is selected a winner among the present attendees. ○ One winner at a time! ○ Three winners at the event ○ I will ask winners to send me Direct Message with email address ● Prize is sponsored by Three winners of today’s lottery receives: Amazon Voucher for 30$ 8 Go to www.menti.com and use the code 9155 3697
All contents © MuleSoft, LLC MARKETING CLOUD INTEGRATION WITH MULESOFT
What is Marketing Cloud ? Marketing Cloud is an integrated platform that enables delivery of personalized customer engagement at scale on any channel, including: ● Email ● Web ● Mobile ● Social ● Digital advertising Marketing Cloud helps businesses to ● Know their customers – connect known and unknown profiles in a unified view ● Create two-way, real-time personalized engagement when and where the customer wants ● Measure, report, and optimize on marketing performance, impact, and customer loyalty 10
Data Model Salesforce Marketing Cloud enables 3 types of data for its' users: ● Standard Objects – common for all marketing representatives definitions such as Account, Subscriber, Email and system objects, like Automation. ● Data Extensions - custom objects, simply tables which may contain more specific for company data, such as single-page application form subscribers, that have opted on contact, which create an audience for our marketing campaign. ● Data Views - a powerful feature that allows storing subscribers' information and data tracking. Can be accessed programmatically only. Provide data and metrics about events and behavioural information to drive analytics. For example, email opens, emails forwarded, links clicked, etc. Attribute – is a column in SFMC table context. SFMC enables different options for its' users to import data, one of them is SFTP, but today we will review SOAP and REST APIs for integration. 11
Installed Package ● Installed Package is a container of some functionality in SFMC ● For integration with other systems choose "API Integration" ● Server-to-Server for integration with Back End ● Web App and Public App for integration with Front End ● Choose scope for your Installed Package – what your app will have access to ● Restrict access of your integrated app as much as possible 12
Installed Package 13 ● After successful creation of Installed Package, locate your Client Id and Client Secret, you will use them for authentication. ● Change scope if needed
Authentication in REST ● URL: https://{domain}.auth.marketingcloudapis.com ● OAuth 2.0 Client Credentials Flow ○ POST /v2/token ○ Lifetime - 20 minutes ○ Bearer Authorization ● OAuth 2.0 Authorization Code Flow ○ GET /v2/authorize ○ Lifetime - 20 minutes ○ Can be refreshed ● Older "legacy" installed packages use OAuth 1.0 14 Ref: Create an OAuth 2.0 API Integration in Enhanced Packages | Marketing Cloud APIs and SDKs | Salesforce Developers
Authentication in SOAP ● WSDL: https://{domain}.soap.marketingcloudapis.com/ETLFramework.wsdl ● URL: https://{domain}.soap.marketingcloudapis.com/Service.asmx Options ● Username and Password of user with API access – Gets access on behalf of the user ● Pass access token retrieved via OAuth 2.0 - Gets access on behalf of installed package 15 You can find your domain, WSDL and Service addresses at Setup > Company Settings > Account Settings
Authentication DEMO
SOAP API
SOAP API Web Resources SOAP API is your choice for integration of: ● Email Studio ● Automations – automated flows in Automation Studio ● Content creation ● Lists – subscriber tables with default attributes, lower limitations on number of records, simplified ● Data Extensions – customizable subscriber tables, higher limitations ● Tracking ● Triggered sends – action-based email sending 18
SOAP API Methods ● Configure - Configure a Marketing Cloud account ● Create - Create one or more objects ● Delete - Delete one or more objects ● Describe - Retrieve metadata for an object ● Execute - Access and execute one or helper functions ● Extract - Extract a file to the Marketing Cloud FTP site ● GetSystemStatus - Retrieve the status of your Marketing Cloud account ● Perform - Perform an asynchronous action ● Query - Query Marketing Cloud data ● Retrieve - Get information on a single object type ● Schedule - Schedule an action or event to occur ● Update - Update information on one or more objects 19 Operations in MuleSoft module
Add Data to Data Extension with SOAP API - DEMO ● Create Data Extension ● Add fields ● Locate Customer Key – External ID ● Locate MuleSoft Connector Config ● Execute Create Entities call ● Observe logs and response 20
Technical Capabilities of SOAP API Limits: ● 2000 calls per minute ● 120 seconds call timeout ● 2500 records – batch size Optimum thresholds: ● Concurrent Imports to a single Data Extension – from 1 to 2 ● Concurrent Imports to a single List – from 1 to 2 ● It is recommended to make only 20 or fewer synchronous API threads per request 21
Asynchronous Processing
Request Options Set Up Allow you control the execution logic: ● Request Type– Sync/Async ● Callback – Email, HTTP Post, FTP, None ● Priority ● Scheduled Time ● Unite calls in a group with Conversation ID Supported methods are Create, Update, Delete, Perform Commonly used objects for Async operations: ● TriggeredSend ● SMSTriggeredSend ● VoiceTriggeredSend ● DataExtensionObject 23
Considerations for Options Set Up ● CreateOptions should be set up with PascalCase for keys and SNAKE_UPPER_CASE for constant values when forming a message for MuleSoft SFMC Connector ● HTTP Post return data format is application/x-www-form- urlencoded ● HTTP Post does not have retry logic implemented in case of error ● SFMC will execute callout only using HTTPS ● Callback URL should be allowlisted in Marketing Cloud 24
Asynchronous Process - DEMO ● Add Data to Data Extension asynchronously ● Locate callback 25
REST API
REST API Web Resources REST API is your choice for integration of: ● Contacts ● Content Builder ● Journey Builder ● MobileConnect ● MobilePush ● Campaigns ● Personalization Builder ● Triggered Sends 27
Use REST API Limits: ● 2500 calls per minute ● Request size limit is 4MB ● Tracking and data retrieve operation call timeout – 300 seconds ● Other requests – 120 seconds 28
Journey Builder API
Journey Builder API Journey Builder is used for creation of event- driven, responsive campaigns to distribute across different channels at any time and any frequency. REST API allows us to programmatically access and interact with this functionality. 30
HTTP Call Out from Automation Studio
Single-Sign-On Salesforce Marketing Cloud can act as a Service Provider via SAML ● Enable SSO in Key Management ● Retrieve SAML Metadata ● Apply it to your Identity Provider More about setting up SSO in Marketing Cloud: Marketing Cloud Single Sign-On (SSO) Implementation Overview (salesforce.com) 32
Q&A
Quiz & Lottery
Trivia Quiz ● Remember! ○ The quicker you respond more point you earn ○ Only good answers count ☺ ○ Only one voucher per winner per month ○ Training account with the given email ● Prize is sponsored by Three winners of today’s quiz receives: Free voucher for MuleSoft online training 35 Go to www.menti.com and use the code 9155 3697 To Change
Congratulation ● Congratulation to all the winners ○ of the Quiz ○ of the lottery 36 Go to www.menti.com and use the code 9155 3697 To Change
Wrap up
Share your knowledge ● Become a speaker and share your knowledge with our community ● Submit your idea via this form: https://tinyurl.com/become-speaker via email patryk.bandurski@gmail.com or 38
● Share: ○ Tweet using the hashtag #MuleSoftMeetups ○ Invite your network to join: https://meetups.mulesoft.com/warsaw/ ● Feedback: ○ Fill out the survey feedback and suggest topics for upcoming events ○ Contact MuleSoft at meetups@mulesoft.com for ways to improve the program What’s next? 39
See you next time