Follow this guide to connect your Salesforce Marketing Cloud data to Supermetrics. The process has several steps — follow the instructions carefully, and let us know if you need any help.
If you need to connect this data source to one of our data warehouse or cloud storage destinations, explore our prerequisite and filling guides.
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.
Generate a client ID, client secret, and subdomain
- Log in to Salesforce Marketing Cloud with a Marketing Cloud Administrator or Administrator account.
- Enter your username and password, and click Log in.
- Click your user account icon in the top-right corner.
- Click Setup.
- Navigate to "Apps" in the right-side menu. Select Installed packages.
- Click New on the top right corner.
- Give the package a name. The description field can be left empty.
- Click Save to confirm.
- Go to Installed packages and find the package you created in Step 1. Click it to open the configuration view.
- Click Add component.
- Select "API Integration" as the component type. Click Next.
- Select "Server-to-Server" as the integration type. Click Next.
- Add Read permission to the following properties:
- Push
- SMS
- Documents & Images
- Journeys
- List and Subscribers
- Tracking Events
- Campaign
- Accounts
- Users
- Click Save to confirm.
Instructions
For Excel users
If your team uses Supermetrics for Excel, you'll see different options for managing and sharing data source connections in that destination. Learn more.
Make sure you've installed the Supermetrics add-on before you connect.
- Open a new Google Sheets file.
- Navigate to Extensions → Supermetrics → Launch sidebar to open Supermetrics.
- Click Create new query.
- Under Data source, select Salesforce Marketing Cloud.
- Click Start.
- Enter your client ID, client secret, and subdomain.
- Click Start.
- 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.
Make sure you've connected Supermetrics to Data Studio before following the steps below.
- Open the Supermetrics data source gallery.
- Navigate to Salesforce Marketing Cloud and click Try.
- Click Authorize.
- If you're connecting Salesforce Marketing Cloud for the first time, log in with the Google Account you use with Supermetrics. Click Allow.
- Click Authorize.
- Enter your client ID, client secret, and subdomain.
- Click Start.
- Select the accounts you'd like to include in your reports.
- 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.
- In the pane's top right, click Connect.
- Click Create report.
- Click Add to report.
Learn about advanced settings, best practices, and troubleshooting tips for Supermetrics for Data Studio.
Make sure you've installed the Supermetrics add-on before you connect.
- Open an Excel file.
- Click Data → Show Supermetrics.
- Under Data source, select Salesforce Marketing Cloud.
- Choose to make this connection shared or private.
- Click Start.
- Enter your client ID, client secret, and subdomain.
- Click Start.
- Select the accounts you'd like to include in your reports.
Learn about advanced settings, best practices, and troubleshooting tips for Supermetrics for Excel.