Salesforce Email Studio (formerly ExactTarget) Connector Setup Guide for AudienceStream (Legacy) | Server-Side Connectors

This is the legacy version of this connector, the new version can be found at Salesforce Email Studio OAuth2.

Prerequisites

The following items are required to configure the Salesforce Email Studio (ExactTarget) connector:

Username
- Enter your ExactTarget Marketing Cloud username.
- For additional information, see the following ExactTarget Developer documentation: Get Started with the SOAP Web Services API.
Password
- Your ExactTarget Marketing Cloud password.
Server Host Name
- Required.
- Enter your ExactTarget Marketing Cloud server host name.
- If you do not know the server host name, contact your ExactTarget Marketing Cloud representative.
- When entering server host, do not include protocol and path. For example, enter only webservice.exacttarget.com.
IP Whitelisting
- Optional.
- If your ExactTarget Marketing Cloud has whitelisting enabled, configure the system to whitelist the IP addresses.
- This is usually the default setting.

Connector Configuration Requirements

The ExactTarget Marketing Cloud API has 2 Web Service communication protocols, Simple Object Access Protocol (SOAP) and Representational State Transfer (REST). The Tealium Salesforce Email Studio (ExactTarget) connector uses SOAP. SOAP calls can be authenticated using an access token or a username and password. The Tealium connector authenticates using the username and password method.

For additional information, see Authenticate with Username Token in Get Started with the SOAP Web Services API.

You will need the following authentication information to configure connectors:

The username and password used to access your ExactTarget Marketing Cloud account
The server host name, such as http://webservice.s10.exacttarget.com/

Supported Actions

Action Name	Action	Trigger on Audiences	Trigger on Events
Send Email to User	Triggers an email to subscribers	✓	✗
Add to Email List	Adds subscribers to an email list	✓	✗
Remove from Email List	Removes unsubscribers from an email list	✓	✗
Upsert Subscriber and Add to Email List(s)	Adds subscribers to an email list and sends their data to existing profile attributes	✓	✗
Data Extension - Add Record	Inserts new records in a data extension	✓	✗
Data Extension - Add Multiple Records	Inserts multiple records in a data extension	✓	✗
Data Extension - Delete Record	Deletes existing records from a data extension	✓	✗
Data Extension - Update Record	Updates existing records in a data extension	✓	✗
Data Extension - Upsert Record	Updates existing record and inserts new records in a data extension	✓	✗

Configure Settings

Go to the Connector Marketplace and add a new Salesforce Email Studio (ExactTarget) connector. For general instructions about how to add a connector, see Connector Overview.

To configure your vendor,

In the Configure tab, enter a descriptive title.
Enter the username, password, and host name for your ExactTarget Marketing Cloud account.

Do not include http or https protocol in the host name.

(Optional) Provide descriptive notes regarding the Salesforce Email Studio (ExactTarget) connector configuration.

Action Settings: Parameters and Options

Click Next or go to the *Actions tab. From here, you will set up actions and trigger each action.

Action: Send Email to User

This section describes specific parameters and available options for the Send Email to User action.

Parameter	Description
Business Unit	Recommended. Select the Business Unit to use for this action instance. If you are not sure, select the default option. If not specified then DEFAULT option will be used, which corresponds to default business unit of configured Marketing Cloud user.
Triggered Send Email Interaction	Required. Select the Triggered Email Message to send to the user (or subscriber). If you do not find the email message you are looking for, check to ensure that the message exists in the Business Unit selected above.
Subscriber Lookup by Key	Required. Select the attribute whose value uniquely identifies the subscriber, such as the email recipient. Lookup existing subscriber by key to send them an email. For additional information, see What is a subscriber key? Salesforce advises against using the email address as the subscriber key.
Disable Subscriber Lookup	By default, AudienceStream performs a lookup call to search for the subscriber key. If you want to send real-time emails to users who are not in your subscription list, you must disable the lookup. Checking this box will turn off the subscriber lookup call. To disable lookup check the Disable Subscriber Lookup checkbox and configure the Subscriber Email section.
Subscriber Email	Required. Select the attribute that stores the email address for the subscriber. Provide email to send message to. Required if subscriber lookup is disabled. Email can be left blank to use looked-up subscriber’s email instead.
Attributes to Add or Overwrite	Map an AudienceStream Attribute to the ExactTarget Profile Attributes you want to overwrite. Click the plus sign (+) to add additional mappings. Map values to keys to include dynamic contents in your email and a sample input, see: Passing Content to a Triggered Send Message at Send Time. To manage your Profile Attributes, see: Profile and Preference Attributes.
Don’t Send Email to Subscriber with Status	Select one or more subscriber statuses that you want to exclude from your email list, as shown in the following list: Active The subscriber status is ;not any of the following: `bounced`, `held`, `unsubscribed`, or `deleted`. Bounced The email for the subscriber has bounced at least once Held The email could not be delivered Unsubscribed The user is no longer a subscriber Deleted The subscriber has been deleted from a specific subscriber list or the master `All Subscribers` list
Async Processing	Supports async processing, which is disabled by default. Enable this option to manage processing high volumes of data. Check option to enable asynchronous processing. API calls will be queued before being processed, rather than directly at the time the API call is received. Async API calls are generally faster to complete and always return successful responses, even if underlying queued operation fails at a later point. For more information, see: Asynchronous Processing.

Action: Add to Email List

This section describes specific parameters and available options for the Add to Email List action.

Parameter	Description
Business Unit	Recommended. Select the Business Unit to use for this action instance. If you are not sure, select the default option. If not specified then DEFAULT option will be used, which corresponds to default business unit of configured Marketing Cloud user.
Email List	Required Select the email list to add the subscriber to. You can select a specific list or the master `All Subscribers` list.
Subscriber Lookup by Key	Required. Select the attribute whose value uniquely identifies the subscriber, such as the email recipient. Lookup existing subscriber by key to send them an email. For additional information, see What is a subscriber key? ExactTarget advises against using the email address as the subscriber key.
Async Processing	Supports async processing, which is disabled by default. Enable this option to manage processing high volumes of data. Check option to enable asynchronous processing. API calls will be queued before being processed, rather than directly at the time the API call is received. Async API calls are generally faster to complete and always return successful responses, even if underlying queued operation fails at a later point. For more information, see: Asynchronous Processing.

Action: Remove from Email List

This section describes specific parameters and available options for Remove from Email List action.

Parameter	Description
Business Unit	Recommended. Select the Business Unit to use for this action instance. If you are not sure, select the default option. If not specified then DEFAULT option will be used, which corresponds to default business unit of configured Marketing Cloud user.
Email List	Required Select the email list to add the subscriber to. You can select a specific list or the master `All Subscribers` list.
Subscriber Lookup by Key	Required. Select the attribute whose value uniquely identifies the subscriber, such as the email recipient. Lookup existing subscriber by key to send them an email. For additional information, see What is a subscriber key? ExactTarget advises against using the email address as the subscriber key.
Async Processing	Supports async processing, which is disabled by default. Enable this option to manage processing high volumes of data. Check option to enable asynchronous processing. API calls will be queued before being processed, rather than directly at the time the API call is received. Async API calls are generally faster to complete and always return successful responses, even if underlying queued operation fails at a later point. For more information, see: Asynchronous Processing.

Action: Upsert Subscriber and Add to Email List(s)

This section describes specific parameters and available options for Upsert Subscriber and Add to Email List actions.

Parameter	Description
Business Unit	Recommended. Select the Business Unit to use for this action instance. If you are not sure, select the default option. If not specified then DEFAULT option will be used, which corresponds to default business unit of configured Marketing Cloud user.
Subscriber Lookup	Required. Select the attribute whose value uniquely identifies the subscriber, such as the email recipient. Lookup existing subscriber by key to send them an email. For additional information, see What is a subscriber key? ExactTarget advises against using the email address as the subscriber key.
Subscriber Attributes Data	This parameter is optional or required, depending on your account attributes. A profile attribute contains information to characterize a subscriber profile. For more information, see Profile and Preference Attributes. Date attributes are converted to ISO 8601 format. For example: `YYYY-MM-DDThh:mm:ss`
Add Subscriber to Email List(s)	Required Select the email list to add the subscriber to. You can select a specific list or the master `All Subscribers` list. Click the plus sign (+) to include more lists.
User Status	Select the value to update the user’s status to. Available options are: Active The subscriber status is not any of the following: `bounced`, `held`, `unsubscribed`, or `deleted`. Held The email could not be delivered Unsubscribed The user is no longer a subscriber
Async Processing	Supports async processing, which is disabled by default. Enable this option to manage processing high volumes of data. Check option to enable asynchronous processing. API calls will be queued before being processed, rather than directly at the time the API call is received. Async API calls are generally faster to complete and always return successful responses, even if underlying queued operation fails at a later point. For more information, see: Asynchronous Processing.

Action: Data Extension - Add Record

This section describes specific parameters and available options for Data Extension - Add Record action.

Batch Limits

This action uses batched requests to support high-volume data transfers to the vendor. For more information, see Batched Actions. Requests are queued until one of the following thresholds is met or the profile is published:

Max number of requests: 1000
Max time since oldest request: 10 minutes
Max size of requests: 1 MB

Parameter	Description
Business Unit	Recommended. Select the Business Unit to use for this action instance. If you are not sure, select the default option. If not specified then DEFAULT option will be used, which corresponds to default business unit of configured Marketing Cloud user.
Data Extension	Required. Select the data extension where you want to add the record.
Record Fields	Required. Map values to fields to add new records to the data extension.
Async Processing	Supports async processing, which is disabled by default. Enable this option to manage processing high volumes of data. Check option to enable asynchronous processing. API calls will be queued before being processed, rather than directly at the time the API call is received. Async API calls are generally faster to complete and always return successful responses, even if underlying queued operation fails at a later point. For more information, see: Asynchronous Processing.

Action: Data Extension - Add Multiple Records

This section describes specific parameters and available options for Data Extension - Add Multiple Records action.

Batch Limits

Max number of requests: 1000
Max time since oldest request: 10 minutes
Max size of requests: 1 MB

Parameter	Description
Business Unit	Recommended. Select the Business Unit to use for this action instance. If you are not sure, select the default option. If not specified then DEFAULT option will be used, which corresponds to default business unit of configured Marketing Cloud user.
Data Extension	Required. Select the data extension where you want to add multiple records.
Record Fields	Required. Map Array type attributes to add multiple data extension records. Array type attributes must be of equal length. Single value attributes can be used and will apply to each record.
Async Processing	Supports async processing, which is disabled by default. Enable this option to manage processing high volumes of data. Check option to enable asynchronous processing. API calls will be queued before being processed, rather than directly at the time the API call is received. Async API calls are generally faster to complete and always return successful responses, even if underlying queued operation fails at a later point. For more information, see: Asynchronous Processing.

Action: Data Extension - Delete Record

This section describes specific parameters and available options for Data Extension - Delete Record action.

Batch Limits

Max number of requests: 1000
Max time since oldest request: 10 minutes
Max size of requests: 1 MB

Parameter	Description
Business Unit	Recommended. Select the Business Unit to use for this action instance. If you are not sure, select the default option. If not specified then DEFAULT option will be used, which corresponds to default business unit of configured Marketing Cloud user.
Data Extension	Required Select the data extension where you want to remove the record.
Record Lookup	Required. Map values to record fields by witch to find existing records to delete. Ensure that you map at least 1 primary key or the delete action will fail. By default, the To drop-down list displays only the primary and required key columns. To map more primary keys, click the plus sign (+) and enter the column name.
Async Processing	Supports async processing, which is disabled by default. Enable this option to manage processing high volumes of data. Check option to enable asynchronous processing. API calls will be queued before being processed, rather than directly at the time the API call is received. Async API calls are generally faster to complete and always return successful responses, even if underlying queued operation fails at a later point. For more information, see: Asynchronous Processing.

Action: Data Extension - Update Record

This section describes specific parameters and available options for Data Extension - Update Record action. This Action only updates existing records, it does not insert new records.

Batch Limits

Max number of requests: 1000
Max time since oldest request: 10 minutes
Max size of requests: 1 MB

Parameter	Description
Business Unit	Recommended. Select the Business Unit to use for this action instance. If you are not sure, select the default option. If not specified then DEFAULT option will be used, which corresponds to default business unit of configured Marketing Cloud user.
Data Extension	Required Select the data extension where you want to update the record.
Data Extension	Required. Map values to record fields by witch to find existing records to update.
Record Lookup	Required. Map values to record fields by witch to find existing records to update. Ensure that you map at least 1 primary key or the update action will fail. By default, the To drop-down list displays only the primary and required key columns. To map more primary keys, click the plus sign (+) and enter the column name.
Async Processing	Supports async processing, which is disabled by default. Enable this option to manage processing high volumes of data. Check option to enable asynchronous processing. API calls will be queued before being processed, rather than directly at the time the API call is received. Async API calls are generally faster to complete and always return successful responses, even if underlying queued operation fails at a later point. For more information, see: Asynchronous Processing.

Action: Data Extension - Upsert Record

This section describes specific parameters and available options for Data Extension - Upsert Record action. With this Action, you can update existing records and insert new records.

Batch Limits

Max number of requests: 1000
Max time since oldest request: 10 minutes
Max size of requests: 1 MB

Parameter	Description
Business Unit	Recommended. Select the Business Unit to use for this action instance. If you are not sure, select the default option. If not specified then DEFAULT option will be used, which corresponds to default business unit of configured Marketing Cloud user.
Data Extension	Required Select the data extension where you want to find an existing record to update.
Record Lookup	Required. Map values to record fields by witch to find existing records to update. Ensure that you map at least 1 primary key or the upsert action will fail. By default, the To drop-down list displays only the primary and required key columns. To map more primary keys, click the plus sign (+) and enter the column name.
Add Record	Optional. Map values to fields to add a new record if it does not exist in the data extension.
Update Record	Optional. Map values to fields to update an existing record in a data extension.Up
Async Processing	Supports async processing, which is disabled by default. Enable this option to manage processing high volumes of data. Check option to enable asynchronous processing. API calls will be queued before being processed, rather than directly at the time the API call is received. Async API calls are generally faster to complete and always return successful responses, even if underlying queued operation fails at a later point. For more information, see: Asynchronous Processing.

Vendor Documentation

For additional information, see the following vendor documentation: