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.
- Obtain the client ID and client secret. See Prerequisites for Creating a Connection.
- Create master customer segments. See Creating Segments.
- Add the following personalization attributes to your master customer segments. See Managing Personalization Attributes.
ID
,First Name
,Last Name
,Email
,Phone
,Country
,Age
,Gender
,Ok To Email
, andOk To Text
.
Access Your FTP Server and Create a Directory
- Log in to the server using your user name and password through an FTP client; for example, FileZilla.
- 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.
- 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. To do so, you must create a user and assign role and permissions.