Setup a Salesforce Marketing Cloud Connection Manager

SSIS Integration Toolkit Salesforce Marketing Cloud Connection Manager is an SSIS connection manager that can be used to establish connections with Salesforce Marketing Cloud Server. 

Salesforce Marketing Cloud connection manager allows you to specify how you want to connect to Salesforce Marketing Cloud. 

To add a Salesforce Marketing Cloud connection to your SSIS package, right-click in Connection Managers area, and choose "New Connection..." from the context menu. You will be prompted the following window, where you can choose "SalesforceMarketingCloud(KingswaySoft)" item to add the connection.

New Connection

Add Salesforce Marketing Cloud Connection Manager

Salesforce Marketing Cloud Connection Manager contains the following four pages which configure how to connect to Salesforce Marketing Cloud service.

  • Connection
  • Proxy Server
  • Optional Settings
  • More Info

Connection page

The Connection page of Salesforce Marketing Cloud Connection Manager allows you to specify the general settings of the connection.

Salesfoce Connection Manager

Authentication Type

This option allows you to select the type of authentication you want to use in order to connect to your Salesforce Marketing Cloud instance. Available options are:

  • Access Token
  • Username Token
Client Id (Access Token Authentication)

The Client Id option allows you to specify the unique ID which identifies the application making the request.

Client Secret (Access Token Authentication)

The Client Secret option allows you to specify the client secret belonging to your app.

User Name (Username Token Authentication)

The User Name option allows you to specify the user account that you want to use when connecting to your Salesforce Marketing Cloud instance.

Password (Username Token Authentication)

The Password option allows you to specify the password for the user account above in order to login to your Salesforce Marketing Cloud instance.

Instance Type

Instance Type option allows to specify what Salesforce Marketing Cloud instance you are connecting to. There are three options available.

  • Production
  • Sandbox
  • Other

For the first two options, we will automatically populate the Service URL option below. In the case the " Other" option is selected, you can specify an alternate Service URL which may not be a default one. This can be used for the case that you are connecting to a special Salesforce Marketing Cloud deployment including the situation that you use your own custom domain for Salesforce Marketing Cloud access.

Instance Subdomain

The Instance Subdomain option allows you to specify the Salesforce Marketing Cloud domain you want to connect to.

Service URL

This option allows you to specify Service URL endpoint which your Salesforce Marketing Cloud instance belongs to.

Service Timeout (secs)

Service Timeout (secs) option allows you to specify the number of seconds for the request timeout values. The default value is 120 seconds.

Test Connection

After you have provided all connection information, you may click "Test Connection" button to test if you can successfully login to Salesforce Marketing Cloud. 

Proxy Server page

The Proxy Server page of Salesforce Marketing Cloud Connection Manager allows you to specify a proxy server in order to connect to Salesforce Marketing Cloud service.

Salesfoce Connection Manager

Proxy Mode (since v6.0)

Proxy Mode option allows to specify how you want to configure the proxy server setting. There are three options available.

  • No Proxy
  • Auto-detect (Using system configured proxy)
  • Manual
Proxy Server

Using Proxy Server option, you can provide a proxy server to connect to Salesforce Marketing Cloud.

Port

The Port option allows you to specify the port number of the proxy server for the connection.

Username (Proxy Server Authentication)

Username option (under Proxy Server Authentication) allows you to specify the proxy user account.

Password (Proxy Server Authentication)

Password option (under Proxy Server Authentication) allows you to specify the proxy user's password.

Note: The Proxy Password is not included in the connection manager's ConnectionString property by default. This is by design for security reasons. However, you can include it in your ConnectionString if you want to parameterize your connection manager. The format would be ProxyPassword=myProxyPassword;  (make sure you have a semicolon as the last character). It can be anywhere in the ConnectionString.

Advanced Settings page

The Advanced Settings page of Salesforce Marketing Cloud Connection Manager allows you to specify some advanced options when connecting to Salesforce Marketing Cloud service.

Salesfoce Connection Manager
Retry on Intermittent Errors

This is an option designed to help recover from possible intermittent outages or disruption of service so the integration does not have to be stopped because of such temporary issues. Enabling this option will allow service calls to be retried upon certain types of failure. A service call may be retried up to 3 times before an exception is fired. Retries occur after 0 seconds, 15 seconds, and 60 seconds.

Warning: Although we have designed our retry feature carefully so that the retry should only happen when it is deemed to be safe to do so. However, in some occasions, such retry service calls could result in the creation of duplicate data.

More Info page

More Info page shows some basic information about the toolkit. In this page, you can find the version information of the toolkit.

Salesfoce Connection Manager