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SalesForce Marketing Cloud Integration

Andreas Grosen avatar
Written by Andreas Grosen
Updated over 9 months ago

SalesForce Marketing Cloud is a CRM platform that lets you store participant data and manage communication through different channels. Using our built-in integration, you can automate the data transfer between Playable and SalesForce Marketing Cloud.

In this article you will learn how to:

  • Add the SalesForce Marketing Cloud integration to your campaign

  • Configure the SalesForce Marketing Cloud integration

  • Map data fields

  • Test the SalesForce Marketing Cloud integration

Add the SF Marketing Cloud Integration to your campaign

To find the integration, go into the 'Integrations' tab on your campaign and select 'Add Integration'. In the following menu, select 'Email Provider' and scroll through the list until you find the SalesForce Marketing Cloud option. Clicking it will start the setup process.

SF Marketing Cloud connects to Playable through a 'Client ID', a 'Client Secret', a 'Authentication Base URI', a 'REST Base URI' and a 'SOAP Base URI'. This means that, if you are adding the integration for the first time, you will need to insert this information from your SF Marketing Cloud account. This process can be a bit complex, but if you follow the steps in the next sections it should only take a couple of minutes.

Alternatively, you can check out SalesForce Marketing Cloud's own documentation.

Finding required data in SF Marketing Cloud

Step 1:

Navigate to your SF Marketing Cloud settings menu, and select 'Setup'.

Step 2:

In the menu-bar on the left, select 'Apps' -> 'Installed Packages' and press 'New' in the top right.

Step 3:

In the popup, give your package a name and make sure to tick off 'Create with enhanced functionality'.

Step 4:

In the newly created package, click 'Add Component'.

Step 5:

In the menu that appears, select 'API Integration' and click 'Next'.

Step 6:

On the next page, select 'server-to-server' and click 'Next'.

Step 7:

On the following page, tick off 'Read' and 'Write' under 'Data Extensions' and click 'Save'.

Step 8:

Back in the package overview, you will now be able to find your ClientID, Client Secret, Authentication Base URI, REST Base URI, and SOAP Base URI. Copy and paste these into the Playable integration we added earlier.

Step 9: Whitelisting Playable's IP addresses

Before the integration will work, you need to whitelist Playable's IP addresses in Marketing Cloud. To do so, navigate to 'Security' -> 'Login IP Whitelist' under the 'Settings' option in the menu on the left. Whitelist the following IP addresses with 'login source' being 'API Calls':

34.242.4.194
34.253.255.35
34.243.20.154

Congratulations! - the integration is now setup on both the Playable and SF side, and it's time to decide what data you want to send through.


Configure the SF Marketing Cloud integration

Once your ID, Secret and URI's have been added you can start configuring what data should be sent from Playable to Marketing Cloud.

General integration settings

The first section is 'General integration settings'. Besides adding your credentials, you also have further options for defining how you want to handle data:

Integration Setup

In the integration setup you will define

  • what triggers the data transfer

  • which data should be transferred

  • which fields the data should be transferred to

Be advised that you must select a subscription list and an event for the rest of the options to become visible.

Transferring data to several lists/forms

If you want to send data to several forms or lists in Salesforce, you need to add another Salesforce Marketing Cloud integration setup to the campaign. You should add a Salesforce Marketing Cloud integration for each list you want to transfer data to. If needed, you can use the copy function to duplicate the integration setup.

Map data fields

You will "map" each field from your campaign to a field in Marketing Cloud using drop-down menus. This drop-down is how you select where in Marketing Cloud the data should be sent.

For each data point, you can select an existing field from a list in Marketing Cloud to parse the data to. If the field does not exist in Marketing Cloud, you will not be able to push data to it. Therefore, you may have to add more fields to your list in Marketing Cloud, before you're able to set up the integration fully.

For help on how to add extra fields in Marketing Cloud, you can check out SalesForce Marketing Cloud's own documentation.

At the bottom of this section, you can add static information if you want to track something that is true for every player but is not collected in the campaign automatically.

For example, you can use static information if you want to track Playable as the user "source" in your database.

Once you enter a static value, you can map the field as you would with any other data from the campaign.

Test the SF Marketing Cloud integration

Before going live with your campaign, we encourage you to test the integration.

To test the integration, you can play the game through the demo url. Then, check if the data has been transferred to Marketing Cloud under the Activity > Registration tab in our platform.

To learn more about how to test the integration, please read this Help Center article.

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