Salesforce Marketing Cloud Contact Keys Data Adapter

The Salesforce Marketing Cloud Contact Key Data Adapter enables you to retrieve the known contact keys for a customer based on an email address for use in MXO's offline orchestrations.

To create a Salesforce Marketing Cloud Contact Keys Data Adapter

  1. In MXO, choose Collect.

  2. Select External Data, click Create.

  3. Choose Salesforce (Marketing Cloud): Contact Key(s) as the type of Data Adapter you want to add.

  4. Enter a name for the Data Adapter you are adding. Using a descriptive name makes it easier for you and your team members to know when to use the Data Adapter.

  5. Enter a brief description of the Data Adapter you are adding and when it should be used.

  6. Enter the configuration details that define the adapter's behavior:

    FieldDescription
    Select the attribute to use as a keySelect the captured data attribute you want to use as the key for looking up data in Salesforce. Captured data attributes are stored in the Customer Metadata Data Adapter.
    Test keyThe existing customer key to use when testing and validating the Data Adapter configuration.
    TenantThe tenant subdomain, defined within the installed package, used for API access.
    Account IDThe optional Account identifier of the target business unit. Used to access data directly associated with a specific business unit.
    Client IDThe OAuth2 client ID, associated with the installed package, used for API access.
    Client SecretThe OAuth2 client secret, associated with the installed package, used for API access.
    Max KeysThe maximum number of keys to return.

  7. Click Test configuration. This tests and verifies that the new configuration details are valid.

  8. Click Apply.

  9. Click Save.