Salesforce Marketing Cloud connection guide

This guide contains all permissions and requirements for connecting your Salesforce Marketing Cloud data to Supermetrics.

You can connect to data sources from the Data sources page on the Supermetrics Hub. On the Hub, you can also share an authentication link to connect to a data source you don't have direct access to.

After you connect to the data source on the Hub, you can use the data source connection in all available destinations.

Required permissions

To connect, you need:

• A Pro, Corporate, or Enterprise edition Salesforce Marketing Cloud account
• A Salesforce Marketing Cloud account with either the Administrator or Marketing Cloud Administrator user role (note that you'll only need to log in as this user the first time you connect — you can use other accounts later)
• A client ID, client secret, and subdomain. Make sure to keep these safe and secure once you have them.

To get the client ID, client secret, and subdomain, you need to create a package and add the API integration component to it.

Step 1: Create a package

1. Log in to Salesforce Marketing Cloud with a Marketing Cloud Administrator or Administrator account.
2. Enter your username and password, and click Log in.
3. Click your user account icon in the top-right corner. 
4. Click Setup.
5. Navigate to "Apps" in the right-side menu. Select Installed packages.
6. Click New on the top right corner.
7. Give the package a name. The description field can be left empty. 
8. Click Save to confirm.

Step 2: Add the API integration component

1. Go to Installed packages and find the package you created in Step 1. Click it to open the configuration view.
2. Click Add component.
3. Select "API Integration" as the component type. Click Next.
4. Select "Server-to-Server" as the integration type. Click Next.
5. Add Read permission to the following properties:
   • Email
   • Push
   • SMS
   • Documents & Images
   • Journeys
   • List and Subscribers
   • Tracking Events
   • Campaign
   • Accounts
   • Users
6. Click Save to confirm.

Step 3: Retrieve the client ID, client secret, and subdomain for the installed package

When you view the installed package in Salesforce, you'll see the client ID and client secret under the API Integration heading.

Find the subdomain in the "Authentication Base URL" section, just below the client ID and secret. Only select the text between https:// and .auth.marketingcloudapis.com/

Connection instructions

When connecting to Salesforce Marketing Cloud, you need to provide your credentials and select the accounts to use. 

1. Select the Salesforce Marketing Cloud data source on the Supermetrics Hub or in the data destination.
2. Enter your client ID, client secret, and subdomain.
3. If prompted, choose to make this connection shared or private.
4. Click Start.
5. In your data destination, select the accounts to include in your query.

See detailed instructions on how to connect to a data source from the Supermetrics Hub.

You can also connect to Salesforce Marketing Cloud from these destinations:

• Google Sheets: How to log in to a Supermetrics data source in Google Sheets
• Looker Studio: How to connect data sources to Looker Studio
• Excel: How to connect data sources to Excel with Supermetrics
• Power BI: How to create your first Supermetrics query for Power BI
• The Supermetrics API: How to use the Query Manager
• Data warehouse and cloud storage (Hub): How to create a transfer
• BigQuery (marketplace): How to create a BigQuery (marketplace) transfer

More resources

• How to reauthenticate a data source in Google Sheets, Looker Studio, Excel, or Power BI
• How to reauthenticate a data source in data warehouse, API, or cloud storage platform
• How to manage data source connections on the Supermetrics Hub