1. Sync Customer and Campaign Data Between Oracle Unity and Salesforce Marketing Cloud
  2. Activate and Run the Recipe

4 Activate and Run the Recipe

After you've configured the connections and other resources, you can activate and run the recipe.

  1. In the project workspace, click Activate. In the Activate project panel, with the default project deployment selected, choose an appropriate tracing option, then click Activate.

    A message confirms that the integration has been activated. Refresh the page to view the updated status of the integration.

  2. Run the recipe.
    1. Export a customer segment from Oracle Unity to an FTP server.
      1. In the Integrations section of the project workspace, click Actions Actions icon on the Oracle Unity FTP MasterCustomer Export integration flow, then select Run.
      2. On the Configure and run page, click Run.

        The integration gets triggered, and the customer segment records are exported to the FTP server.

        Note:

        You can also schedule this integration to run at a date, time, and frequency of your choosing. See Define the Integration Schedule.
    2. Import a customer segment from the FTP server to Salesforce Marketing Cloud.
      1. In the Integrations section of the project workspace, click Actions Actions icon on the Oracle FTP SFMC DataExtension Import integration flow, then select Run.
        The Configure and run page is displayed with the following parameters. Update the parameters with appropriate values.
        • continueInstance: This parameter stores the flag to identify a new instance. Y indicates continued process from previous instance. N indicates a new instance and is the default value.
        • InstanceNo: This parameter stores the count of the running instance. The default value is 1.
        • triggerTimeStamp: This parameter stores the created time stamp of the trigger file that started the instance.
      2. On the Configure and run page, click Run.

        The integration gets triggered, the customer segment data is imported to Salesforce Marketing Cloud data extension.

        Note:

        You can also schedule this integration to run at a date, time, and frequency of your choosing. See Define the Integration Schedule.
    3. Run the Oracle SFMC Automation Setup integration flow to create the initial customization required in Salesforce Marketing Cloud. This is a one-time setup that configures the automation that queries and stores campaign results in a data extension.

      1. In the Integrations section of the project workspace, click Actions Actions icon on the integration flow, and select Run, then click Test.

        The page to test the integration with a sample file is displayed.

      2. In the Request section of the test page, on the Body tab, provide the following parameters:

        Name Description Example
        customerDataExtensionName Stores the name of the data extension to which customer segments are imported from Oracle Unity to Salesforce Marketing Cloud. Unity_MasterCustomer_DE
        automationKey

        Stores the external key of the automation created in Salesforce Marketing Cloud.

        		 Unity_CampaignResults_Automation
        automationName Stores the name of the automation created in Salesforce Marketing Cloud. Unity_CampaignResults_Automation
        resultsDataExtensionKey Stores the external key of the data extension with the campaign result events in Salesforce Marketing Cloud. Unity_CampaignResults_DE
        resultsDataExtensionName Stores the name of the data extension with the campaign result events in Salesforce Marketing Cloud. Unity_CampaignResults_D
        automationScheduleStartDateTime Stores the DateTimeStamp when the automation schedule starts in CST Time Zone. YYYY-MM-DDT00:00:00
        automationScheduleOccurances Stores the number of occurrences of the automation schedule runs.

        Note:

        The automation runs on a daily schedule.
        		1000
        automationScheduleInterval Stores the number of days interval between two occurrences of the scheduled run. 1
      3. Click Test.
    4. Synchronize campaign results data from Salesforce Marketing Cloud to Oracle Unity.
      1. In the Integrations section of the project workspace, click Actions Actions icon on the Oracle SFMC Unity CampaignResults Import integration flow, then select Run.
        The Configure and run page is displayed with the following parameters. Update the parameters with appropriate values.
        • continueInstance: This parameter stores the flag to identify a new instance. Y indicates continued process from previous instance. N indicates a new instance and is the default value.
        • InstanceNo: This parameter stores the count of the running instance. The default value is 1.
        • continueRequestId: This parameter stores the Request ID of the Salesforce Marketing Cloud request which needs to be continued in upcoming instances.
      2. On the Configure and run page, click Run.

        The integration gets triggered, and the email campaign results are imported to Oracle Unity.

        Note:

        You can also schedule this integration to run at a date, time, and frequency of your choosing. See Define the Integration Schedule.
  3. Monitor the running of the integration flow in Oracle Integration.
    1. In the project workspace, click Observe. You'll see the integration flow being triggered and running successfully.
    2. To manage errors in your project, see Manage Errors in a Project.
  4. Log in to Oracle Unity and check for the new campaign results imported.

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