1. Sync Customer and Campaign Data Between Oracle Unity and Salesforce Marketing Cloud
  2. About This Recipe

1 About This Recipe

Use this recipe to synchronize customer segments and campaign results between Oracle Unity and Salesforce Marketing Cloud.

Note:

This recipe is available as Oracle Unity — Salesforce Marketing Cloud | Sync Customer and Campaign Data in the Integration Store. Oracle provides this recipe as a sample only. The recipe is meant only for guidance, and is not warranted to be error-free. No support is provided for this recipe.

Overview

This recipe synchronizes customer segments and campaign results between Oracle Unity and Salesforce Marketing Cloud. Initially, it exports customer segments from Oracle Unity to Salesforce Marketing Cloud on a scheduled basis. Further, this recipe synchronizes campaign results data between the two systems.

To use the recipe, you must install the recipe and configure the connections and other resources within it.

Initially, you can activate and run the first scheduled integration flow of the recipe (Oracle Unity FTP Master Customer Export) manually or specify an execution schedule for it. When triggered, the integration flow fetches a customer segment (with multiple customer records) from Oracle Unity and exports it to a specific location in FTP. Subsequently, run the second scheduled integration flow of the recipe (Oracle FTP SFMC Data Extension Import), which reads the customer segment from the FTP location and imports it to a data extension created in Salesforce Marketing Cloud. Finally, run the app-driven integration flow (Oracle SFMC Automation Setup) and the last scheduled integration flow of the recipe (Oracle SFMC Unity Campaign Results Import) to synchronize the campaign results data between Salesforce Marketing Cloud and Oracle Unity.

Basic data, such as name, email, note, phone, and address, are synchronized between the Oracle Unity and Salesforce Marketing Cloud platforms.

System and Access Requirements

  • Oracle Integration, Version 21.4.3.0.0 or higher

  • Oracle Unity

  • An account on Oracle Unity with the Administrator role

  • Salesforce Marketing Cloud

  • An account on Salesforce Marketing Cloud with the Administrator role

  • A secure FTP (sFTP) server or File Server

  • An FTP client to access the sFTP server

Assumptions

  • Salesforce Marketing API request quota is sufficient to support the number of create and update contact requests from the batch integration.

  • Oracle Unity has the customer segment with the required personalization attributes.

  • Salesforce Marketing Cloud has the customer data extension already created to which the Oracle Unity customer details must be imported.