How to Authenticate/Re-authenticate Salesforce Marketing Cloud in Google Sheets, Google Data Studio & Microsoft Excel

This guide gives instructions on how to authenticate Salesforce Marketing Cloud with Google Sheets, Google Data Studio and Microsoft Excel.


Quick links to specific sections: 

Google Sheets

Data Studio

Excel

"If everything fails..." 

Data Source Access Requirements:

To enable Supermetrics for Salesforce Marketing Cloud, you must meet the following requirements:

  • A Salesforce Marketing Cloud account, which is either Pro, Corporate, or Enterprise edition.
  • A Salesforce Marketing Cloud user with the role of Administrator or Marketing Cloud Administrator.


Please note: the Marketing Cloud Administrator right is not needed every time you connect Salesforce Marketing Cloud to Supermetrics, but it is only needed when you create the installed package for the first time.



How to generate Client ID, Client Secret and Subdomain:

Before authenticating the data source, you will need to create an installed package and get Client ID, Client Secret and subdomain in your Salesforce Marketing Cloud environment.

  1. Log in to your Salesforce Marketing Cloud account with a Marketing Cloud Administrator or Administrator account. Insert your username and password and click log in.

  2. Go to your username icon, under settings, click on Setup
  3. Go to Apps, click on the right side arrow and select Installed packages
  4. Click New to create a new package
  5. Give a name to the package: for example "Supermetrics". Description can be left empty. Click on Save to confirm.


Add API integration component

  1. Go to Installed Packages and find the newly created Supermetrics package. Click it to open the configuration view.
  2. Click on Add Component
  3. Select API Integration as the component type. Click on Next.

  4. Select Server-to-Server as the integration type. Click on Next.
  5. Add Read permission to the following properties:
    • Email, Push, SMS, Documents & Images, Journeys, List and Subscribers, Tracking Events, Campaign, Accounts, Users. Click on Save to confirm.

      !! MAKE CERTAIN TO GIVE THE FOLLOWING SCOPES, OR THE AUTHENTICATION WILL NOT WORK !!

Find Client ID, Client Secret and subdomain for the installed package from the Components section of your package details page

  1. Client ID and Client Secret are shown to you on the page.
  2. Subdomain can be copied from Authentication Base URI section, where it is the text between "https://" and ".auth.marketingcloudapis.com/"
  3. Make a note of your Client ID, Client Secret, and subdomain as you will need them when connecting Salesforce Marketing Cloud to Supermetrics.

Authenticating with Google Sheets:

This guide assumes that you have already installed the Supermetrics add-on for Google Sheets. If you haven't installed the add-on yet, see First steps: Getting the Supermetrics Sidebar in Google Sheets.


To authenticate Salesforce Marketing Cloud in Google Sheets, please do the following steps:

1. Open up the Supermetrics sidebar in your Google Sheets.

2. Select Salesforce Marketing Cloud under add data sources.

3. Insert your Client ID, Client Secret and Subdomain. To create these credentials, see How to generate Client ID, Client Secret and Subdomain. Click on Start to confirm. 



4. You have completed all the authentication steps. Now you can go back to the sidebar and select your Salesforce Marketing Cloud account(s) under select accounts.



Re-authenticating with Google Sheets:

To re-authenticate the data source in Google Sheets, please go to this guide.


Authenticating with Data Studio:

To authenticate Salesforce Marketing Cloud in Google Data Studio, please do the following steps.

1. Since the data source is in early access, please use this link to authenticate the data source. 

2. Click on Authorize. If you wish to learn more about data security and data privacy, please see this page.

3. Insert your Client ID, Client Secret, and Subdomain. To create these credentials, see How to generate Client ID, Client Secret and Subdomain. Click on Start to confirm. 


4. Select your account(s) to proceed.




5. Click on connect on the top right side to continue.

6. By default, there will be a list of fields. You can skip this list and click on create report.

7. As a final step, click on add to report



Adding additional user accounts or removing old ones with Data Studio


1. Click on the link below to add additional user accounts or to remove old user accounts. If you don't need to add/remove user accounts, you can skip this step.



2. If you wish to add a user account, click on Add Salesforce Marketing Cloud account. If you wish to remove a user account, click on the bin icon. To continue with the same user account, click on continue.



Team management with Data Studio

From the link below, you can access your team management page, where you can change assigned users on your license, add new team members, etc. For more details, see Team Management Basics.



Re-authenticating with Data Studio:

To re-authenticate the data source in Data Studio, please go to this guide.


Authenticating with Excel:

This guide assumes that you have already installed the Supermetrics add-on for Excel. If you haven't installed the add-on yet, see First steps: Getting the Supermetrics Sidebar into Excel.


To authenticate Salesforce Marketing Cloud in Excel, please do the following steps:

1. Click on data and open up the Supermetrics sidebar in Excel.

2. Select Salesforce Marketing Cloud in the sidebar under add data source.

3. Insert your Client ID, Client Secret, and Subdomain. To create these credentials, see How to generate Client ID, Client Secret and Subdomain. Click on Start to confirm. 


4. You have completed all the authentication steps. Now you can go back to the sidebar and select your Salesforce Marketing Cloud account(s) under select accounts.



Re-authenticating with Excel:

To re-authenticate the data source in Excel, please go to this guide.


"If everything fails..." 

Common errors:

If you encounter any of the following errors below, please see the guide linked after the error message.

  • Error: "Authentication failed" & "You need to re-authenticate at X and then run the query again.", please see this guide
  • Error: "This was a reauthorization request for user X but logged in as user Y", please see this guide
  • Error: "You're not allowed to run queries with this license #12345. This is because you have not been assigned to the license as a valid user." please see this guide.
  • Error: "This action is not supported when you are signed into multiple accounts". please see this guide.
  • If you no longer see a specific account/page/etc. when logging in, please see this guide
  • If you haven't managed to authenticate you might be affected by an issue at Google account management. For more information, please see this guide.

Forcing a refresh per account data & removing a data source:

To force a refresh per data source, please see this guide.

To remove a data source from Google Sheets, please see this guide.

To remove a data source from Data Studio, please see this guide.

To remove a data source from Excel, please see this guide.

Further assistance 

If you followed all the above steps and you still encounter an authentication error, please create a new support request with the details of the issue and we will assist you.

Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.