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 synchronize customer and campaign data between them.

Configure Oracle Unity

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

1. Obtain the client ID and client secret. See Prerequisites for Creating a Connection.
2. Create master customer segments. See Creating Segments.
3. Add the following personalization attributes to your master customer segments. See Managing Personalization Attributes.
   1. ID, First Name, Last Name, Email, Phone, Country, Age, Gender, Ok To Email, and Ok To Text.

Access Your FTP Server and Create a Directory

Obtain an sFTP server and ensure that you’re able to access it.

1. Log in to the server using your user name and password through an FTP client; for example, FileZilla.
2. Create a directory on the server to import and archive the files. Note the path of this directory.

Configure Salesforce Marketing Cloud

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

• Obtain the client ID and client secret for a new package.
• Obtain the client ID and client secret for an existing package.
• Create an import data extension and obtain the external key.
• 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. Obtain the client ID and client secret for a new package.
   1. Click Setup, select Apps, and then select Installed Packages.
   2. Click New to create a new package.
   3. In the New Package Details window, enter the name and description for the package and click Add Component.
   4. Select API Integration as the component type and click Next.
   5. Select Server-to-Server as the integration type and click Next.
   6. In Server-to-Server properties, select Read and Write Properties for the Data Extensions property.
   7. Click Save.

      The Components section displays the Client ID and Client Secret for the package. Note these values.

2. Obtain the client ID and client secret for an existing package.
   1. Click Setup, select Apps, and then select Installed Packages. The Installed Packages page lists all the packages installed in the Salesforce Marketing Cloud account.
   2. Select a package and navigate to the Components section.
      1. To add a new component, click Add Component.
      2. To edit an existing component, click Edit.

      The Components section displays the Client ID and Client Secret for the existing package. Note these values.

   3. Click Save.
3. Create an import data extension and obtain the external key.
   1. In Audience Builder, choose Contact Builder.
   2. In the Contact Builder window, navigate to the Data Extensions tab, and click Create.
   3. Select the appropriate data extension method in the Creation Method drop-down menu.
      1. Create from New – To create a data extension and manually insert all attributes.
      2. Create from Existing – To create a data extension and include all attributes assigned through the existing data extension or add attributes later in the creation process.
      3. Create from Template – To create a data extension and include all attributes assigned in the template or add attributes later in the creation process.
   4. Enter a name for the data extension.
   5. Note the value in the External Key field. Each data extension uses a unique external key.
   6. Enter a brief description of the data extension.
   7. Click Change Location and choose the location for storing the data extension. Choose an existing folder or create a new folder.
   8. Select the Is Sendable? check box to make this data extension available as the source.
   9. Select the Is Testable? check box to make this data extension available for testing and click Next.
   10. Set the data retention policy as OFF, then click Next.
   11. Create attribute fields to match the fields with Oracle Unity. For example, Unity_MasterCustomer_ID, FirstName, LastName, Email, Phone, Country, Age, Gender, OkToEmail, and OkToText.

       Note:

       For the Unity_MasterCustomer_ID attribute, select the Primary Key check box.

       For each attribute:

       • Enter a name and choose a data type.
       • If the attribute must contain a value for every contact, choose Required.
       • Enter the maximum number of characters the attribute can have in the Length field.
       • If the attribute must have a default value, enter the value in the Default Value text field.
       • For sendable data extensions, map the Send relationship from Unity_MasterCustomer_ID data extension field to the Subscriber Key.

       Note:

       Attributes assigned as a primary key do not contain default values.

   12. Click Complete.
4. 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.