2 Before You Install the Recipe

You must perform the following configuration tasks on your Oracle Unity and Salesforce Marketing Cloud instances in order to successfully connect to these external systems using Oracle Integration and import segments.

Configure Oracle Unity

Complete the following tasks in your Oracle Unity instance to successfully connect to it from Oracle Integration and export segments.

1. Obtain the client ID and client secret. See Prerequisites for Creating a Connection.
2. Create segments. See Creating Segments.
3. Add personalization attributes to your segments. See Managing Personalization Attributes.
4. Create a destination to export segments from Oracle Unity. See Creating destinations.
5. Create a campaign and set up an export of a segment to a marketing orchestration platform. See Creating campaigns.

   Note:

   Ensure that the file name in the campaign is the same as the name of the segment.
6. Run the campaign. See Managing Campaigns.

   Note:

   Ensure that the campaign job is complete. See Managing the Jobs dashboard.

Configure Salesforce Marketing Cloud

To access Salesforce Marketing Cloud from Oracle Integration and import segments, you must perform certain configurations on your Salesforce Marketing Cloud instance.

1. Add a user account to the Salesforce Marketing Cloud SFTP Accounts.
2. Create an FTP location for the Salesforce Marketing Cloud files.
3. Obtain the SOAP WSDL endpoint, username, and password.

Log in to your Salesforce Marketing Cloud instance as an Administrator and execute the following tasks.

1. Add a user account to the Salesforce Marketing Cloud SFTP Accounts.
   1. Hover over your name in the app switcher and click Setup.
   2. Click Data Management.
   3. Click FTP Accounts.
   4. Click Add FTP User. By default, the username is the MID number for your current Marketing Cloud MID, including the current parent account or child business unit.
   5. Enter an email address for the new FTP user.
   6. Enter an initial password for the user. Password complexity requirements combine Marketing Cloud password policy and server-side FTP password requirements. These policies require a minimum of 12 characters and no reuse of the most recent password.
   7. Reenter the initial password for the user.
   8. Select Full for User Permissions.
   9. To restrict account access to specific IP addresses, enter each address in the Whitelist Ips field and click Add.
      This field accepts matching, wildcard, range, and mask values. To allow all IP addresses, enter *.*.*.*
   10. Click Next.
   11. Choose the authentication option for the SFTP account.
       • Password
       • SSH Key
       • SSH Key or Password
       • SSH Key and Password
       To use any of the SSH key options, ensure that you upload an SSH key in Key Management.
   12. Choose the SSH key you want to use in the SSH Keys field.
   13. Save your changes. By default, this process creates an enabled, active user as unlocked with a valid current password.
2. Create an FTP location for the Salesforce Marketing Cloud files.
   1. Hover over your name and click Setup.
   2. In the Data Management section, click File Locations.
   3. Click Create.
   4. Complete the information in the Properties section.
      • Name: Enter a unique name that’s recognizable when creating an activity in Marketing Cloud.
      • External key: Enter a unique key that identifies the file location while using the API.
      • Description: Enter details that help further identify the file location when creating an activity in Marketing Cloud.
   5. Select the location type as Enhanced FTP Site Import Directory which is a standard directory for file imports.
   6. Save the file location.
3. Obtain the SOAP WSDL endpoint, username, and password. To do so, you must create a user and assign role and permissions.
   1. Create a user.
      1. Click Setup, select Users, and then Users.
      2. On the Setup Users page, click Create.
      3. On the New User page:
         • Enter the name of the user.
         • Enter the email ID of the user in Reply Email Address field and verify it.
         • Enter the email address to which run-time exception emails are sent in the Notification Email Address field.
         • Enter the username and note the same.
         • Select the appropriate Time Zone and Culture Code.
         • Enable the API User option.
         • Note the SOAP WSDL URL.
         • Set a password and note the same.
   2. Assign the required role and permissions to the user.
      1. On the Setup Users page, select the user you created previously.
      2. Click Manage Roles.
      3. Select whether you assign the role directly to the user or in the context of a specific business unit in the Business Unit drop-down menu.
      4. Click Edit Roles. Select the check box next to the appropriate roles to assign.
      5. Click Save.
      6. Click Edit Permissions to update specific permissions for the user and select the check boxes next to permissions to assign.
      7. Click Save.