Connect Your Data Sources
Learning Objectives
After completing this unit, you’ll be able to:
- Connect a Marketing Cloud Engagement account.
- Connect Sales Cloud and Service Cloud accounts.
Data Cloud Connections
One of the neat things about Data Cloud is that you can use data from data streams and export segments to various channels, called activation targets. In order to do this, you need to connect those data sources with Data Cloud. Let’s start with Marketing Cloud Engagement.
Connect Marketing Cloud Engagement
First, you should confirm a few prerequisites for your Marketing Cloud Engagement account. To complete the connection, you need to have admin access to Marketing Cloud Engagement. Your Marketing Cloud Engagement account also needs to default to the EID (the topmost parent business unit) in order to access each of the child business units to be used in activation.
Once confirmed, you can move forward. From within your Data Cloud account, follow these steps to connect to Marketing Cloud Engagement.
- Navigate to the Setup gear and click Data Cloud Setup.
- Under Configuration, click Marketing Cloud Engagement.
Step 1: Enter Credentials
- To connect your Marketing Cloud Engagement account click Manage.
- Enter your Marketing Cloud Engagement admin username and password.
Step 1 done. Making progress.
If you are having an issue connecting, confirm you are connecting to a Marketing Cloud Engagement account with admin user credentials.
Step 2: Data Source Setup
Now it’s time to connect and configure the data bundles under Data Source Setup. Before we get too far, you should know that starter data bundles are pre-modeled standardized data sets and are available for Marketing Cloud Engagement Email Studio, MobileConnect, and MobilePush. Your data-aware specialist configures the data model, but this step is needed for initial account setup with Marketing Cloud Engagement.
- Click Manage to select data bundles to import into Data Cloud.
- You see three data bundle sources: Email, MobileConnect, and MobilePush. These sources are auto-selected for import, but only select the data bundles of the channels you currently use.
- Click Start to confirm the bundles for import.
Want to know more about data? Check out the help documentation for data mapping.
Now it’s time to confirm the business units that can provide data to a Data Cloud account.
- Click Manage to select business units to ingest data from.
- Use the arrows to add or remove business units to the Selected Business Units (BUs) field.
- Click Save.
After configuring your data bundles, Data Cloud creates a set of automations and automation activities in Marketing Cloud Engagement Automation Studio. These automations transfer data from between the two products. Make sure to tell your Marketing Cloud Engagement users that they shouldn’t alter or edit these activities.
Step 3: Business Unit Activation Setup
Step 1 and 2 are complete. Now let’s decide which business units to activate segments to from Data Cloud.
- Click Manage to select which of your available Marketing Cloud Engagement business units to activate.
- Use the arrows to add or remove business units to the Selected business units field.
- Click Save.
Once you see a 100% completion in your progress bar, your implementation is complete. Woo-hoo!
Connect Sales Cloud and Service Cloud
Ready to connect your Sales Cloud and Service Cloud accounts? Follow these steps to connect one or more Salesforce orgs to your Data Cloud account.
- Under the Setup gear, select Data Cloud Setup.
- Under Configuration, select Salesforce CRM.
- Click Connect.
- You have the option to click Connect for the Salesforce org where Data Cloud is provisioned. You can also click Connect next to Connect Another Org.
- Enter your user credentials to establish the connection with Data Cloud.
Connection Details
Once you have your Salesforce org(s) connected, you can view the connection details from the Setup screen. Come back at any time to add additional orgs or to delete an existing connection.
Learn more about Salesforce CRM connections on the help page.
Now that you are connected, let’s view some other key topics you should know as a Data Cloud admin.
