Marketing Cloud Integration

Marketing Cloud (Engagement) is one of the most used Salesforce Marketing tools, but it is also a pretty technical tool that requires technical skills for basic segmentation (SQL queries) and data management skills and permissions to have all relevant data available.
Often, companies replicate their whole data model within the Marketing Cloud to have this data available for segmentation via queries.
But it could be so much easier—there would be no complex data replication, technical SQL queries, or automation setups for segmentation.
Therefore, we are introducing our brand new Campaign Audience Builder - Marketing Cloud Integration.
This allows you to segment your audiences based on all data in your Salesforce core database in our point-and-click UI as you used to, and you can transfer your audiences into Marketing Cloud Data Extensions within a few clicks.
You can create new data extensions on the fly or select existing ones without ever entering the Marketing Cloud UI. Sounds too good to be true?

Then, you can choose between Create New Data Extension and Choose Existing Data Extension.

In the first step, you enter the Data Extension properties (Name, Description, Business Unit, Folder)
Business Unit and Folder are prefilled but can always be changed.
Click Next to finish this step.

Now it's time to define your Data Extension attributes/fields.
There are always two default/predefined fields:
- SalesforceId - The record ID will be synced (ContactId or LeadId)
- LastSyncedAt - A timestamp of the last Update of an entry

To add additional attributes/fields, you also have two options:
- Copy from Existing Data Extension
  - As the name indicates, you can select an existing data extension, and the tool will automatically create the same attributes/fields that are available in this DE.
- New
  - This is the manual option to create attributes.
  - You have two mandatory fields: Name and Data Type.
  - Optionally, you can select Contact/Lead Fields so the values are pre-mapped.
  - You can also set DE attribute parameters like Primary Key and Required.
  - If you want to set a fixed default value that should apply to all records, you can also enter it here.
  - Hit Done to create the attribute/field.
Once you've set up all attributes and fields, you click Done.
In the final step, you map your audience (Contact/Lead) fields to the attributes and click Done.
- You can either select fields or enter a fixed value.
That's it. Your audience results will be transferred to your Marketing Cloud Data Extension.
You can check the Audience Details to see if some members caused errors (e.g. when a required field was missing).

This option skips the attribute/field definition, and you jump immediately into the final step of mapping or entering the values.

You can also schedule your Data Extensions to be updated frequently and fully automatically.
Just click Schedule and Add to Data Extension in the Configure Actions step.
Then, you repeat the steps as described above.