Salesforce Marketing Cloud Query Authentication Guide

Salesforce Marketing Cloud Query Authentication Guide


Overview

This is a step-by-step guide to creating an OAuth entry, acquiring credentials and authorising the Salesforce Marketing Cloud Query connector for use in Matillion ETL.

Important Information

  • The Salesforce Marketing Cloud Query connector uses either a username and password or an OAuth for third-party authentication. This guide will only explain the OAuth method.
  • While connector properties may differ between Cloud Data Warehouses, the authentication process remains the same.

Acquiring Third-Party Credentials

  1. In Matillion ETL, on the top left of the screen, click ProjectManage OAuth.

    Please Note

    If a Salesforce Marketing Cloud Query connector has already been added to an Orchestration Job, the Manage OAuth window may also be accessed using the following method:

    1. Click the connector icon to open the Properties panel at the bottom of the screen.
    2. Then, click ... next to the Service Type input.
    3. Select REST from the dropdown menu in the pop-up window and click OK.
    4. The Authentication input will now appear on the list of properties. Click ... next to it, and finally click Manage in the pop-up window.

    Project dropdown menu

    Project dropdown menu

  2. Copy the Callback URL in the field at the top of the window as this will be required in Acquiring Third-Party Credentials.

  3. Click + in the bottom left of the window to open the Create OAuth Entry window.

    New OAuth entry

    New OAuth entry

  4. Click the Service dropdown menu and select Salesforce. Then, provide a name for the OAuth in the Name field and click OK.

    Create OAuth Entry window

    Create OAuth Entry window

  5. On returning to the Manage OAuth window, check the list of OAuths to ensure the new entry is listed.

    Please Note

    This entry is Not Configured. Configuration of the OAuth entry will be discussed in Authorising for use in Matillion ETL.

    New Entry listed on Manage OAuth window

    New Entry listed on Manage OAuth window


Acquiring Third-Party Credentials

  1. Navigate to the Salesforce website, then click LoginMarketing Cloud found on the top right of the screen. The browser will then redirect to a login screen. Enter valid login credentials to continue.

    Please Note

    If Marketing Cloud is not immediately visible in the Login dropdown menu, hover the cursor over Other Logins to reveal it.

    Log in to Salesforce Marketing Cloud

    Log in to Salesforce Marketing Cloud

  2. Once logged in, the browser will open the Salesforce Marketing Cloud dashboard. Then at the top right of the screen, click the <Profile Name>Setup.

    Salesforce Marketing Cloud dashboard

    Salesforce Marketing Cloud dashboard

  3. On the Setup screen, click AppsInstalled Packages on the sidebar on the left.

  4. Then, click New in the top right of the Installed Packages window.

    Installed Packages window

    Installed Packages window

  5. The New Package Details pop-up window will then appear. Provide details for the following fields:

    • Name – provide a name for the package
    • Description – provide a short description for the package, then click Save

    New Package Details pop-up window

    New Package Details pop-up window

  6. This will open a Summary window for the newly created package. Next, a component will need to be added. Click Add Component at the bottom of the window.

    Package Summary window

    Package Summary window

  7. The Add Component pop-up window will appear, first step will prompt to select a component type. Select API Integration, then click Next.

    Choose Component Type

    Choose Component Type

  8. The second step will prompt to select an integration type. Select Web App, then click Next.

    Choose Integration Type

    Choose Integration Type

  9. The third step will prompt to set web app properties. In the Redirect URIs section, paste the Callback URL (copied from the Manage OAuth window in Matillion ETL earlier) into the URIs field, then click Save.

    Set Web App Properties

    Set Web App Properties

  10. The browser will return to the Summary window, now with an API Integration section. Copy the codes below Client Id and Client Secret, as well as the subdomain of the Authentication Base URI, as they will be required in Authorising for use in Matillion ETL.

    Please Note

    • The subdomain can be located in the URL – https://<subdomain>.auth.marketingcloudapis.com/
    • When copying the codes, some browsers may add a space to the end of the code. Watch out for this as it will cause the credentials to fail.
    Client Id, Client secret and Authentication Base URI Subdomain

    Client Id, Client secret and Authentication Base URI Subdomain


Authorising for Use in Matillion ETL

  1. Return to the Manage OAuth window in Matillion ETL and click next to the previously created OAuth entry. This will open the Configure OAuth window.

    Configure OAuth settings

    Configure OAuth settings

  2. Using the codes copied from the Salesforce website earlier, provide details for the following fields:

    Configure OAuth settings

    Configure OAuth settings

  3. The next window will have an Authorization link. Click the link to authorise Matillion ETL to use the acquired credentials.

    Authorization link

    Authorization link

  4. If all is successful, the browser will return to Matillion ETL with a window stating, "Authorization Successful".

    OAuth Authorization successful

    OAuth Authorization successful