Salesforce Marketing Cloud

Integration type: User-defined

Supported functionality¶

Upload — You can upload a list to schedule then send using the ESP's own functionality
Upload & Broadcast — You can upload a list to the ESP to broadcast immediately

For the ability to upsert data from an Orbit campaign to your Salesforce Sales Cloud system, see Setting up your Salesforce custom object and table.

Note

Values shown may be for example only; the options will differ for each broadcaster.

Name	Description
Channel Name	Enter a name for the channel
Broadcaster	Select Salesforce from the drop-down
Broadcaster Username	Enter your broadcaster API username, available from Salesforce
Broadcaster Password	Enter your broadcaster API password, available from Salesforce
Update Password	Displayed once a password has been set; use this to change the password if required
Test Login	Use the Test Login button to confirm the above details are correct
Email Variable	Select Email Address from the drop-down
Email Variable Description Override	Optional—enter the description, for example "Email Address". This must correspond to the email field within Salesforce
Reply Email Address	The email address that will receive notifications when the channel is used. This is NOT the reply email address used for the email send
Broadcaster Action	The default is Upload and Broadcast; select Upload Only to upload the list only without initiating a broadcast

Parameter Name	Parameter Value
Authentication Base URI	e.g. `https://msem8vt6-nevvshs2m4rgf24jlw7.auth.marketingcloudapis.com/`
Base URI	e.g. `https://msem8vt6-nevvshs2m4rgf24jlw7.rest.marketingcloudapis.com/`
Client ID	e.g. `g2yTgel9ighz118ps6cWnq3j`
Client Secret	e.g. `8ps6cWnq3j9ighz11g2yTgel`
API Timeout	API timeout for the RESTful API in seconds (default is 300 seconds)
Business Unit	Optional
URL	SOAP Base URI e.g. `https://msem8vt6-nevvshs2m4rgf24jlw7.soap.marketingcloudapis.com/`
Triggered Send Definition
Use Triggered Sends
Sendable	Setting this to `false` puts the data extension into non-sendable mode, useful if you only want to report on the data. Default is `true`
Publication List
Triggered Send Data Extension
Use URN as Subscriber Key	Choose whether to use the URN as the subscriber key. Default is `false`
Subscriber Key Name
The Salesforce Send Classification	e.g. Default Commercial
File Transfer Location	Recommended: `ExactTargetEnhanced FTP`
Data Extension Retention Period
Owner Member ID	Enter your owner member ID
Owner Member Name
URL	The API URL, e.g. `https://webservice.exacttarget.com/Service.asmx`. Check with Salesforce
Upload and Broadcast Folder	Absolute paths or parameters, e.g. `Root\%LISTNAME%\%MESSAGENAME%`
Upload Only Folder	The message Upload Folder under the Data Extensions tree

Parameter Name	Parameter Value
SFTP Private Key Path	If secure FTP is used above and requires a private key, this should refer to the path and filename of that key
Use Dated List	Setting this to `false` removes the date and time stamp at the end of the file name. Default is `true`
Dated List Format	Enter the date format string for the date and time stamp. Default is `yyyyMMdd-HHmmss`

Name	Value
Allow in Transactional Output	Specific to PeopleStage and Transactional Campaigning. If you select Yes, multiple emails can be sent to the same email address
Append to List	Optional
Number of Retries	The number of times to retry on failure. Recommended (for Broadcast Channels) to leave this at 0
Response File Key Type	The key field to match responses to sends. Should be set to Communication Key for Salesforce
Message Content Type	For email broadcasts this will always be Template (using the Broadcaster Template)
Retrieve Existing List Names	Optional; not supported in Orbit at the moment

Name	Value
Zip File	Default is deselected; select this to compress the file if required
Output File Format	Default is Comma Separated Values (CSV)
Output Header	Default is Descriptions
Delimiter	Default is Tab
Alpha Encloser	Default is None
Numeric Encloser	Default is None
Extras	Empty by default; reserved for advanced use
Encoding	Default is UTF-8