# Salesforce Marketing Cloud

Integration type: User-defined

## Supported functionality

### Upload

- **Upload**: You can upload a list to schedule then send using the ESP's own functionality
- **Upload & Broadcast**: You can upload a list to the ESP to broadcast immediately

### Broadcast

- **Email**: You can create an email broadcast in Orbit and PeopleStage

## Documentation

For the ability to upsert data from an Orbit campaign to your Salesforce Sales Cloud system, see [Setting up your Salesforce custom object and table](<https://help.apteco.com/en/admin/integration/salesforce/table-and-channel/index.md>).

- [Salesforce Integration Guide](<https://help.apteco.com/assets/pdfs/admin/D058T3X002_Salesforce_Integration_Guide_Data_Extensions.pdf>)
- [Salesforce Broadcaster Setup Pages](<https://help.apteco.com/assets/pdfs/admin/058_Broadcaster_Setup_Pages-1.pdf>)

## Channel configuration in Orbit

> [!NOTE]
>
> Values shown may be for example only. The options will differ for each broadcaster.

### Basic details

| Name | Description |
| --- | --- |
| Channel Name | Enter a name for the channel |
| Broadcaster | Select Salesforce from the drop-down |
| Broadcaster Username | Enter your broadcaster API username, available from Salesforce |
| Broadcaster Password | Enter your broadcaster API password, available from Salesforce |
| Update Password | Displayed once you create a password; use this to change the password if required |
| Test Login | Use the Test Login button to confirm these details are correct |
| Email Variable | Select Email Address from the drop-down |
| Email Variable Description Override | Optional: enter the description, for example `Email Address`. This must correspond to the email field within Salesforce |
| Reply Email Address | The email address that will receive notifications when you use the channel. This isn't the reply email address used for the email send |
| Broadcaster Action | The default is Upload and Broadcast; select Upload Only to upload the list only without initiating a broadcast |

### Broadcast parameters

| Parameter Name | Parameter Value |
| --- | --- |
| Authentication Base URI | For example, `https://msem8vt6-nevvshs2m4rgf24jlw7.auth.marketingcloudapis.com/` |
| Base URI | For example, `https://msem8vt6-nevvshs2m4rgf24jlw7.rest.marketingcloudapis.com/` |
| Client ID | For example, `g2yTgel9ighz118ps6cWnq3j` |
| Client Secret | For example, `8ps6cWnq3j9ighz11g2yTgel` |
| API Timeout | API timeout for the RESTful API in seconds (default is 300 seconds) |
| Business Unit | Optional |
| URL | Simple Object Access Protocol (SOAP) Base URI, for example `https://msem8vt6-nevvshs2m4rgf24jlw7.soap.marketingcloudapis.com/` |
| Triggered Send Definition |  |
| Use Triggered Sends |  |
| Sendable | Setting this to `false` puts the data extension into non-sendable mode, useful if you only want to report on the data. Default is `true` |
| Publication List |  |
| Triggered Send Data Extension |  |
| Use URN as Subscriber Key | Choose whether to use the Unique Reference Number (URN) as the subscriber key. Default is `false` |
| Subscriber Key Name |  |
| The Salesforce Send Classification | For example, Default Commercial |
| File Transfer Location | Recommended: `ExactTargetEnhanced FTP` |
| Data Extension Retention Period |  |
| Owner Member ID | Enter your owner member ID |
| Owner Member Name |  |
| URL | The API address, for example `https://webservice.exacttarget.com/Service.asmx`. Check with Salesforce |
| Upload and Broadcast Folder | Absolute paths or parameters, for example `Root\%LISTNAME%\%MESSAGENAME%` |
| Upload Only Folder | The message Upload Folder under the Data Extensions tree |

### Common parameters

| Parameter Name | Parameter Value |
| --- | --- |
| SFTP Private Key Path | If the URL field uses secure FTP and requires a private key, this should refer to the path and filename of that key |
| Use Dated List | Setting this to `false` removes the date and time stamp at the end of the file name. Default is `true` |
| Dated List Format | Enter the date format string for the date and time stamp. Default is `yyyyMMdd-HHmmss` |

| Name | Value |
| --- | --- |
| Allow in Transactional Output | Specific to PeopleStage and Transactional Campaigning. If you select Yes, Apteco can send multiple emails to the same email address |
| Append to List | Optional |
| Number of Retries | The number of times to retry on failure. Recommended (for Broadcast Channels) to leave this at 0 |
| Response File Key Type | The key field to match responses to sends. Should be Communication Key for Salesforce |
| Message Content Type | For email broadcasts this will always be Template (using the Broadcaster Template) |
| Retrieve Existing List Names | Optional; not supported in Orbit at the moment |

| Name | Value |
| --- | --- |
| Zip File | Deselected by default; select this to compress the file if required |
| Output File Format | Default is Comma Separated Values (CSV) |
| Output Header | Default is Descriptions |
| Delimiter | Default is Tab |
| Alpha Encloser | Default is None |
| Numeric Encloser | Default is None |
| Extras | Empty by default; reserved for advanced use |
| Encoding | Default is UTF-8 |