Salesforce Marketing Cloud Spoke

  • Release version: Xanadu
  • Updated August 1, 2024
  • 2 minutes to read
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    Summary of Salesforce Marketing Cloud Spoke

    The Salesforce Marketing Cloud spoke, developed by Bristlecone, Inc., allows users to retrieve records from Salesforce Marketing Cloud data extensions and manage user information. It is designed for integration within ServiceNow, requiring an Integration Hub subscription.

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    Key Features

    • Data Extension Management: Enables retrieval of records from data extensions, supporting both standard and bulk record lookups.
    • User Management: Allows for the retrieval and updating of user properties based on specified filters and user IDs.

    Key Outcomes

    By utilizing this spoke, ServiceNow customers can automate tasks related to Salesforce Marketing Cloud, streamline user management, and effectively manage data extensions. This integration enhances operational efficiency when events occur within the ServiceNow instance.

    Requirements and Dependencies

    To use the Salesforce Marketing Cloud spoke, an admin user with privileges to create new users and roles in Salesforce Marketing Cloud is necessary. Ensure that the following dependent plugins are installed:

    • Complex Object (com.glide.cobject)
    • ServiceNow Integration Hub Runtime (com.glide.hub.integration.runtime)
    • ServiceNow Integration Hub Action Step - SOAP (com.glide.hub.actionstep.soap)
    • ServiceNow Integration Hub Action Template - Data Stream (com.glide.hub.actiontype.datastream)

    Connection Setup

    The spoke requires a Connection & Credential alias for setup, ensuring consistent credential information across multiple Salesforce Marketing Cloud environments.

    The Salesforce Marketing Cloud spoke is built by Bristlecone, Inc. This spoke provides actions to retrieve records from your Salesforce Marketing Cloud data extensions and retrieve and update user information.

    Request apps on the Store

    Visit the ServiceNow Store website to view all the available apps and for information about submitting requests to the store. For cumulative release notes information for all released apps, see the ServiceNow Store version history release notes.

    Integration Hub subscription

    This spoke requires an Integration Hub subscription. For more information, see Legal schedules - IntegrationHub overview.

    Spoke version

    Salesforce Marketing Cloud spoke v1.5.2 is the latest version.

    Supported versions

    This spoke was built for Salesforce Marketing Cloud Corporate Edition.

    Spoke requirements

    Admin user with privileges to create new users and roles in Salesforce Marketing Cloud.

    Spoke dependencies

    If you’re having trouble installing the app, ensure that these dependent plugins are installed:
    • Complex Object (com.glide.cobject)
    • ServiceNow Integration Hub Runtime (com.glide.hub.integration.runtime)
    • ServiceNow Integration Hub Action Step - SOAP (com.glide.hub.action_step.soap)
    • ServiceNow Integration Hub Action Template - Data Stream (com.glide.hub.action_type.datastream)
    Note:
    Some of these plugins are licensable features and require appropriate licenses, if used outside the spoke implementation.

    Spoke actions

    The Salesforce Marketing Cloud spoke provides actions to automate Salesforce Marketing Cloud tasks when events occurs in your ServiceNow instance. Available actions include:

    Category Action Description
    Data Extension Management Look up Data Extension Attributes Retrieves records from data extensions with less than 2500 records.
    Look up Data Extension Attributes for Bulk Records Stream Retrieves bulk records from data extensions.
    User Management Look up Users Stream Retrieves user properties for your Salesforce Marketing Cloud users based on the specified user properties and associated filters.
    Update User by User ID Updates user properties based on the user ID.

    Spoke tables

    The Salesforce Marketing Cloud spoke adds the following table:
    Table Description Fields
    Configurations Displays the list of Salesforce Marketing Cloud configurations, such as data extensions.
    • Configuration Type
    • Configuration Value
    Note:
    This spoke has a Look up User action and Software Asset Management related actions only.

    Connection and credential alias requirements

    The Salesforce Marketing Cloud spoke uses a Connection & Credential alias for the connection setup and the user profile that is attached to the SOAP security policies for the credential setup. If you are connecting to multiple Salesforce Marketing Cloud environments, you must use the same credential information in each environment.

    For information about setting up the spoke, see Set up the Salesforce Marketing Cloud spoke.