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Salesforce Marketing Cloud connection guide

Follow these steps to connect your Salesforce Marketing Cloud data to Supermetrics and use your data in any of our data destinations — Google Sheets, Looker Studio, Excel, data warehouses, and Power BI, as well as the Supermetrics API. You can also connect to data sources from the Supermetrics Hub.


You can share your data source connection with your team and use the connection across all data destinations you use with Supermetrics. Learn more about shared connections.


Before you begin

To connect, you need:

  • A Pro, Corporate, or Enterprise edition Salesforce Marketing Cloud account
  • A Salesforce Marketing Cloud account with either the Administrator or Marketing Cloud Administrator user role (note that you'll only need to log in as this user the first time you connect — you can use other accounts later)
  • A client ID, client secret, and subdomain. Make sure to keep these safe and secure once you have them.

To get the client ID, client secret, and subdomain, you need to create a package and add the API integration component to it.


Step 1: Create a package
  1. Log in to Salesforce Marketing Cloud 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 corner.
  7. Give the package a name. The description field can be left empty. 
  8. Click Save to confirm.
Step 2: Add the API integration component
  1. Go to Installed packages and find the package you created in Step 1. 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: Retrieve 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/


Instructions

Google Sheets

Make sure you've installed the Supermetrics add-on before you connect.

  1. Open a new Google Sheets file.
  2. Navigate to ExtensionsSupermetricsLaunch sidebar to open Supermetrics.
  3. Click Create new query.
  4. Under Data source, select Salesforce Marketing Cloud.
  5. Enter your client ID, client secret, and subdomain.
  6. Choose to make this connection shared or private.
  7. Click Start.
  8. Select the accounts you'd like to include in your reports.

Learn about advanced settings, best practices, and troubleshooting tips for Supermetrics for Google Sheets.

Looker Studio
  1. Open the Supermetrics Looker Studio data source gallery.
  2. Navigate to Salesforce Marketing Cloud and click Start free trial.
  3. You'll see two buttons that read Authorize. If you're using Supermetrics for the first time, click the left-hand one and log in with the Google Account you use with Supermetrics.
  4. Once that's done, or if you've done it before, click the right-hand Authorize button (under "Salesforce Marketing Cloud requires authorization to connect to data").
  5. Select a team that has access to the account you want to connect.
  6. Enter your client ID, client secret, and subdomain.
  7. Choose to make this connection shared or private.
  8. Click Start.
  9. Select the accounts you'd like to include in your reports.
  10. Scroll down to the bottom of the page. To create a report with our template, select Use report template for new reports. To create a blank report, deselect this option.
  11. In the pane's top right, click Connect.
  12. Click Create report.
  13. Click Add to report.

Learn about advanced settings, best practices, and troubleshooting tips for Supermetrics for Looker Studio.

Excel

Make sure you've installed the Supermetrics add-on before you connect.

  1. Open an Excel file.
  2. Click DataShow Supermetrics.
  3. Under Data source, select Salesforce Marketing Cloud.
  4. Enter your client ID, client secret, and subdomain.
  5. Choose to make this connection shared or private.
  6. Click Start.
  7. Select the accounts you'd like to include in your reports.

Learn about advanced settings, best practices, and troubleshooting tips for Supermetrics for Excel.

Data warehouse

Follow these instructions to set up a transfer with Supermetrics for BigQuery (marketplace). See the instructions below for other data warehouse destinations.


Set up transfer for BigQuery (marketplace)

Make sure you've enrolled the data source before you connect.

  1. Log in to the Google Cloud Platform.
  2. Navigate to BigQueryData transfers.
  3. Click + Create transfer.
  4. Select the Salesforce Marketing Cloud data source.
  5. Fill in the transfer details. See detailed instructions on how to set up a transfer.
  6. Under Third-party connection, click Connect source.
  7. Accept the agreement.
  8. Click Authorize with Salesforce Marketing Cloud.
  9. Enter your client ID, client secret, and subdomain.
  10. Click Start.
  11. Select the accounts you'd like to include in your reporting and define the transfer settings.
  12. Click Submit.
  13. Click Save.


Set up data warehouse transfer on the Supermetrics Hub

Make sure you've set up a data warehouse destination before you connect.

  1. Log in to the Supermetrics Hub.
  2. In the sidebar, go to StorageTransfers.
  3. Click New transfer. If you haven't created any transfers yet, click Schedule first transfer
  4. Select the Salesforce Marketing Cloud data source, and click OK.
  5. Fill in the transfer details. See detailed instructions on how to set up a transfer.
  6. In the Connections section, click Add new connection.
  7. Enter your client ID, client secret, and subdomain.
  8. Click Start.
  9. In the transfer setup view, select the accounts you'd like to include in your reporting.
  10. Click Create transfer.
Power BI
  1. Log in to the Supermetrics Hub.
  2. In the sidebar, go to DestinationsPower BI.
  3. Click Create or edit queries.
  4. Click Select a data source.
  5. Select the Salesforce Marketing Cloud data source.
  6. Enter your client ID, client secret, and subdomain.
  7. Click Start.
  8. Fill in the query details.
  9. Click Run query to test your query.
The Supermetrics API
  1. Log in to the Supermetrics Hub.
  2. In the sidebar, click API.
  3. Select for Supermetrics API from the dropdown menu next to the page title.
  4. Click Select data source.
  5. Select the Salesforce Marketing Cloud data source.
  6. Enter your client ID, client secret, and subdomain.
  7. Click Start.
  8. Fill in the query details. See detailed instructions on how to set up a Supermetrics API query in Query Manager.
  9. Click Run to test your query.
Supermetrics Hub
  1. Log in to the Supermetrics Hub.
  2. In the sidebar, click Data sources.
  3. Scroll down to the list of data sources you haven't connected to. You see this list below your existing connections, under the title Connect to new data source.
  4. Hover over the Salesforce Marketing Cloud data source, and click Connect.
  5. Enter your client ID, client secret, and subdomain.
  6. Click Start.


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