Salesforce Marketing Cloud Spoke
Summarize
Summary of Salesforce Marketing Cloud Spoke
The Salesforce Marketing Cloud spoke, developed by Bristlecone, Inc., enables ServiceNow customers to integrate with Salesforce Marketing Cloud Corporate Edition. It provides automated actions to retrieve and update records within Salesforce Marketing Cloud data extensions and manage user information. This integration requires an Integration Hub subscription and specific ServiceNow plugins to function properly.
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Key Features
- Data Extension Management: Actions to retrieve records from data extensions, supporting both small datasets (under 2500 records) and bulk records.
- User Management: Retrieve user properties and update user information based on user ID, facilitating synchronization and management of Salesforce Marketing Cloud user data.
- Spoke Tables: Adds a table to display Salesforce Marketing Cloud configurations, including data extensions and their attributes.
- Connection Setup: Uses Connection & Credential aliases tied to SOAP security policies to establish secure connections. Consistent credentials are required across multiple Salesforce Marketing Cloud environments.
Key Outcomes
- Automate Salesforce Marketing Cloud tasks triggered by events within ServiceNow.
- Efficiently manage and synchronize marketing data and user information between ServiceNow and Salesforce Marketing Cloud.
- Ensure secure and consistent connections for multiple Salesforce Marketing Cloud environments through standardized credential management.
Requirements and Dependencies
- Integration Hub subscription is mandatory to use this spoke.
- Admin privileges in Salesforce Marketing Cloud are needed to create users and roles.
- Dependent ServiceNow plugins must be installed: Complex Object, Integration Hub Runtime, Integration Hub Action Step - SOAP, and Integration Hub Action Template - Data Stream.
- Some dependencies may require additional licenses if used outside the spoke implementation.
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 v1.6.1 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
- 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)
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
| Table | Description | Fields |
|---|---|---|
| Configurations | Displays the list of Salesforce Marketing Cloud configurations, such as data extensions. |
|
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.