Salesforce Marketing Cloud

Salesforce Marketing Cloud (previously ExactTarget) is a provider of digital marketing automation and analytics software and services.

Authentication methods

Marketing Cloud uses a complicated mix of credentials and keys, depending on which features you use:

OAuth for APIs, SFTP for file transfer with GPG on outbound

OAuth for APIs, SFTP for file transfer

OAuth for APIs, Cloud Storage for file transfer

Inbound Syncs

The following are available as inbound streams:

• Data Extensions (Full Refresh only)

• Journey History (Incremental only, beginning 30 days prior to sync start)

Outbound Syncs

Supported Targets

• Data Extensions

Supported Sync Strategies

Strategy	SFMC ImportDefinitionUpdateType
Create	AddAndDoNotUpdate
Upsert	AddAndUpdate
Replace	Overwrite Note that although Salesforce does not require a primary key for this operation, Omnata Sync Engine still requires one in order to properly track the full life cycle of records from the source table over time.
Mirror	AddAndUpdate if no deletes, otherwise ColumnBased

These operations are described here.

Functions

CREATE_OR_UPDATE_DATA_EXTENSION

Creates a Data Extension in Salesforce Marketing Cloud if it does not exist, otherwise adds any missing fields and updates its properties.

Parameters:

• CONNECTION_SLUG (VARCHAR): The slug of the connection

• EXTENSION_NAME (VARCHAR): The name of the Data Extension

• EXTENSION_CUSTOMER_KEY (VARCHAR): The customer key to assign when creating the Data Extension

• EXTENSION_FIELDS (ARRAY): The fields (columns) of the Data Extension. Each element is an object with at least Name and FieldType, plus optional MaxLength, Scale, IsPrimaryKey and IsRequired. The full set of field options are documented here.

• EXTENSION_PROPERTIES (OBJECT): Additional Data Extension properties, e.g. IsSendable, SendableSubscriberField, SendableDataExtensionField. CategoryID is set from EXTENSION_CATEGORY_ID. The full set of field options are documented here.

• EXTENSION_CATEGORY_ID (VARCHAR): The category (folder) ID to create the Data Extension in

Examples:

select OMNATA_SALESFORCE_MARKETING_CLOUD_PLUGIN.UDFS.CREATE_OR_UPDATE_DATA_EXTENSION(
   CONNECTION_SLUG=>'my-smfc-connection',
   EXTENSION_NAME=>'Test DE',
   EXTENSION_CUSTOMER_KEY=>'test-de',
   EXTENSION_FIELDS=>[
    {
      'Name': 'Field 1',
      'FieldType': 'Text',
      'MaxLength': 25,
      'IsPrimaryKey': true,
      'IsRequired': true
    },
    {
      'Name': 'Field 2',
      'FieldType': 'Number',
      'MaxLength': 25,
      'Scale': 5,
      'IsRequired': false
    }
   ],
  EXTENSION_PROPERTIES => {
    'IsSendable': false
  },
  EXTENSION_CATEGORY_ID => 0
);

FETCH_DATA_EXTENSIONS

Fetches a list of Data Extensions.

Parameters:

• CONNECTION_SLUG (VARCHAR): The slug of the connection

Examples:

select *
from table(OMNATA_SALESFORCE_MARKETING_CLOUD_PLUGIN.UDFS.FETCH_DATA_EXTENSIONS(
                'my-sfmc-connection'));

FETCH_DATA_EXTENSION_RECORDS

Fetches records from a Data Extension.

Note that currently this function requires a connection method with FTP credentials.

Parameters:

• CONNECTION_SLUG (VARCHAR): The slug of the connection

• DATA_EXTENSION_NAME (VARCHAR): The name of the data extension

Examples:

select *
from table(OMNATA_SALESFORCE_MARKETING_CLOUD_PLUGIN.UDFS.FETCH_DATA_EXTENSION_RECORDS(
                'my-sfmc-connection',
                'My Data Extension'));

FETCH_DATA_EXTRACT_DEFINITION

Fetches an individual data extract definition.

Parameters:

• CONNECTION_SLUG (VARCHAR): The slug of the connection

• DEFINITION_ID (VARCHAR): The ID of the data extract definition

Examples:

select OMNATA_SALESFORCE_MARKETING_CLOUD_PLUGIN.UDFS.FETCH_DATA_EXTRACT_DEFINITION(
                'my-sfmc-connection',
                'a1bcda25-8359-4c32-9876-452c530c196a');

FETCH_DATA_EXTRACT_DEFINITIONS

Fetches all data extract definitions.

Parameters:

• CONNECTION_SLUG (VARCHAR): The slug of the connection

Examples:

select *
from table(OMNATA_SALESFORCE_MARKETING_CLOUD_PLUGIN.UDFS.FETCH_DATA_EXTRACT_DEFINITIONS(
                'my-sfmc-connection'));

FETCH_DATA_EXTRACT_TYPES

Fetches all data extract types.

Parameters:

• CONNECTION_SLUG (VARCHAR): The slug of the connection

Examples:

select *
from table(OMNATA_SALESFORCE_MARKETING_CLOUD_PLUGIN.UDFS.FETCH_DATA_EXTRACT_TYPES(
                'my-sfmc-connection'));