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Salesforce Marketing Cloud: Authentication guide

This guide will walk you through how to authenticate or reauthenticate Salesforce Marketing Cloud in Supermetrics for Google Sheets, Data Studio, and Excel, as well as data warehouse destinations like Google Cloud Storage, BigQuery, and API. 


Before you begin

To connect Supermetrics to Salesforce Marketing Cloud, you need:

  • A Pro, Corporate, or Enterprise edition Salesforce Marketing Cloud account
  • A Salesforce Marketing Cloud user with the role of Administrator or Marketing Cloud Administrator
    • You'll only need to log in as this user the first time you authenticate.
  • A client ID, client secret, and subdomain


Generate a client ID, client secret, and subdomain

Step 1: Create a package
  1. Log in to your Salesforce Marketing Cloud account with a Marketing Cloud Administrator or Administrator account.
  2. Enter your username and password and click Log in.
  3. Click your user account icon in the top-right corner. 
  4. Click Setup.
  5. Navigate to Apps in the right-side menu. Select Installed packages.
  6. Click New on the top right-hand corner.
  7. Give a name to the package. The description field can be left empty. 
  8. Click Save to confirm.

Step 2: 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 Add component.
  3. Select API Integration as the component type. Click Next.
  4. Select Server-to-Server as the integration type. Click Next.
  5. Add Read permission to the following properties:
    • Email
    • Push
    • SMS
    • Documents & Images
    • Journeys
    • List and Subscribers
    • Tracking Events
    • Campaign
    • Accounts
    • Users
  6. Click Save to confirm.
Step 3: Find the client ID, client secret, and subdomain for the installed package
When you view the installed package in Salesforce, you'll see the client ID and client secret under the API Integration heading.


Find the subdomain in the Authentication Base URL section, just below the client ID and secret. Only select the text between https:// and .auth.marketingcloudapis.com/.



Make a note of your client ID, client secret, and subdomain — you’ll need them when connecting Salesforce Marketing Cloud to Supermetrics.


Instructions


Google Sheets Data Studio  Excel Data integrations
Before you can authenticate the data source in Google Sheets, you need to install the Supermetrics add-on.
  1. Open a new Google Sheets file. 
  2. Navigate to ExtensionsSupermetricsLaunch to open the Supermetrics sidebar.
  3. Under Data source, select Salesforce Marketing Cloud.
  4. Click Start.
  5. Enter your client ID, client secret, and subdomain. Click Start
  6. Select the accounts you want to include in your reporting.


Troubleshooting

  • If you encounter an authentication error such as “authentication failed”, “you need to reauthenticate” or similar, see this guide
  • If you're missing an account from the drop-down list, follow these steps.
  • If you encounter a permission error such as “user permission denied” or similar, follow this guide.

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