Overview

Simon Data connects to Salesforce Marketing Cloud (formerly ExactTarget) to create and maintain lists and create and maintain data extensions. Simon Data has two integrations with Salesforce Marketing Cloud: one that connects directly and one via an SFTP hosted within Salesforce Marketing Cloud. The direct connection is required to sync data from Simon to SFMC, while the SFTP is recommended to bring data from SFMC into Simon for use in your Customer360 and Segmentation.

Authenticate

Authentication for Simon Data's direct connection to Salesforce Marketing Cloud happens via OAuth, while authentication via an SFTP can happen via either OAuth or SSH.

Direct Connection

Before you begin, you need your Salesforce Marketing Cloud

• Username
• Password
• OAuth credentials (Client ID, Client secret) To create OAuth credentials, follow the instructions here.

To authenticate:

1. From the left navigation, expand Admin Center, then click Integrations.
2. Scroll to Salesforce Marketing Cloud
3. Complete the following fields:

Configuration Parameters

3. Save your credentials to verify the connection is successful.

SFTP

The SFTP integration is used to obtain data (sends, opens, clicks, subscribers) from Salesforce.

Before you begin, you need:

• The host of the Salesforce-owned SFTP
• Username
• Either
  • Password
  • Private key

To authenticate:

1. From the left navigation, expand Admin Center, then click Integrations.
2. Scroll to Salesforce Marketing Cloud
3. Complete the following fields:

Configuration Parameters

3. Save your credentials to verify the connection is successful.

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