Overview

Simon Data connects to Salesforce Marketing Cloud (formerly ExactTarget) to create and maintain lists, create and maintain data extensions, and send triggered email deliveries. Simon Data has two integration pathways to Salesforce Marketing Cloud: one that connects directly and one via an SFTP hosted within Salesforce Marketing Cloud. Many of our clients set up both of these pathways, though some opt to stick with the SFTP route.

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

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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