Integrate Salesforce Marketing Cloud using basic authentication

Integrate your ServiceNow instance with Salesforce Marketing Cloud by using basic authentication.

Important: Minimize security risks and protect information by granting access only to the necessary user or API permissions.

Create a user for accessing the Salesforce Marketing Cloud SOAP API

Create a user with which you can access the Salesforce Marketing Cloud SOAP API. The SOAP API enables you to retrieve records from your Salesforce Marketing Cloud data extensions and get information about your Salesforce Marketing Cloud users.

Before you begin

Salesforce Marketing Cloud Role required: admin user with privileges to create users and roles

About this task

Note:

To use the web services, navigate to Setup Home > Settings > Security > Security Settings. In the Username and Logins section, select the Enable Username and Password for Web Services check box.

For accessing user licenses and data extension, the API user must be created within the parent business unit. If the API user is created in a child business unit, it might not have access to the parent business unit's data.

Procedure

1. From a web browser, go to your Salesforce Marketing Cloud instance.

2. Log in using your admin credentials.

3. On the page header of your instance, select your profile icon and then select Setup.

4. Create a Salesforce Marketing Cloud user.

   1. Navigate to Administration > Users > Users.

   2. Select Create.

   3. On the form, fill in the fields.

4.  Select **Save**.

1. Create a user role that enables assigned users to access the Salesforce Marketing Cloud SOAP API and also manage users and data extensions.

   1. Navigate to Administration > Users > Roles.

   2. Select Create.

   3. On the form, fill in the fields.

      Field	Description
      Name	Name of the user role.
      External Key	Key that uniquely identifies the user role.
      Description	Description of the user role.

   4. In the Permissions form section, expand the Email > Subscribers > Data Extension permission category and then select the Allow check box for the View and Manage Data access permissions.

   5. Expand the Email > Admin > API Access permission category and then select the Allow check box for the WebService API access permission.

   6. Expand the Administration > Users permission category and then select the Allow check box for the following access permissions:

      • View
      • Update
      • Disable
        1. Select Save.

2. Assign the user role to your Salesforce Marketing Cloud user.

   1. Navigate to Administration > Users > Users.

   2. From the list of available users, select the check box for the user that you created in step 4.

   3. Select Manage Roles.

      The Roles form for the selected user opens.

   4. In the Roles form section, select Edit Roles.

   5. When the list of available roles appears, select the check box for the user role that you created in step 5.

   6. Select Save.

Create a Contacts Counts report in Salesforce Marketing Cloud

Create a Contacts Counts report to retrieve and display the total number of billable contacts in your Salesforce Marketing Cloud account.

Before you begin

Salesforce Marketing Cloud Role required: admin

Procedure

1. From a web browser, go to your Salesforce Marketing Cloud instance.

2. Log in using your admin credentials.

3. On the page header of your instance, select the business unit profile icon and then select the top-level parent business unit so that your Contacts Counts report includes data for both the parent business unit and all corresponding child business units.

4. From the list of available Salesforce Marketing Cloud applications, select the Analytics Builder app icon and then select Reports.

   The Reports app overview opens.

5. In the Report Catalog section, select View Catalog.

6. From the Reports Catalog, search for Contacts Counts and then select Create.

   The Create Report dialog box opens.

7. In the dialog box, select the time period that you want to retrieve and display data for from the Date Range list.

   The default value is Last 30 Days.

   Tip: To avoid performance issues during report generation, you should set this value to Last 7 Days.

8. Select Submit.

   Your Salesforce Marketing Cloud instance generates the report and displays the results on the Results: Contacts Counts page.

9. On the Results: Contacts Counts page, select Save.

   The Save Report dialog box opens.

10. In the dialog box, fill in the fields.

    Field	Description
    Report Name	Name of the report.
    Report Source	Source of the report. This field is automatically set to Contacts Counts.
    Description	Description of the report.

11. Select Save.

12. Create a schedule to run the Contacts Counts report automatically.

    1. On the page header of the Reports app, select the Overview tab to return to the Reports app overview.

    2. From your list of reports, open your newly created Contacts Counts report.

    3. In the Schedule Options section, select Edit.

    4. In the dialog box, fill in the fields.

5.  Select **Save**.

Create a data extension for your Contacts Counts report

Create a data extension to store your Contacts Counts report data on your Salesforce Marketing Cloud instance.

Before you begin

Salesforce Marketing Cloud Role required: admin

About this task

Data extensions are tables that contain attributes representing your report data. When your ServiceNow instance connects with the Salesforce Marketing Cloud service, it retrieves data from this data extension.

Procedure

1. On the page header of your Salesforce Marketing Cloud instance, hover the Salesforce icon to display the list of available Salesforce Marketing Cloud applications.

2. Select the Audience Builder app icon and then select Contact Builder.

   The Contact Builder app opens.

3. Select the Data Extensions tab.

4. In the pop-up dialog box, select Get started and then select Create.

   The Create New Data Extension dialog box opens.

5. In the Properties step, fill in the fields.

1. Select Next.

2. In the Data Retention Policy step, set the Retention Setting field to Off.

3. Select Next.

4. In the Attributes step, add the attributes that you want to include in the data extension.

   Attributes are used to map and import data from a report to a data extension. You must create an attribute for each report column that you want to import data from. Each attribute name must exactly match the corresponding report column name.

   For the Salesforce Marketing Cloud integration, attributes for the following Contacts Counts report columns are required:

|Name|Data Type|
|----|---------|
|Count\_Date|Text|
|Total\_Distinct\_Contacts\_Count|Text|
|Total\_Distinct\_Email\_Addresses1|Text|
|Total\_Distinct\_Mobile\_Addresses\_Count|Text|
|Flag|Text|

**Note:** You can add additional attributes and the name must be the same as the Integration Attributes. For more information, see [Create a Salesforce Marketing Cloud integration profile using basic authentication](integrate-sfmc-basicauth.md) or [Create a Salesforce Marketing Cloud integration profile using OAuth 2.0](integrate-sfmc-oauth.md).

Attributes for all other Contacts Counts report columns are optional. Fill in the fields for each attribute that you want to add.

1. Select Complete.

2. In the Data Extension Created dialog box, select OK.

Build an automation to import Contacts Counts report data in your data extension

Create an automation to automatically import Contacts Counts report data into your data extension after the report is generated.

Before you begin

Salesforce Marketing Cloud Role required: admin

Procedure

1. On the page header of your Salesforce Marketing Cloud instance, hover the Salesforce icon to display the list of available Salesforce Marketing Cloud applications.

2. Select the Journey Builder app icon and then select Automation Studio.

   The Automation Studio app overview opens.

3. Select New Automation.

   The workflow for the new automation opens.

4. Create an automation schedule by dragging the Schedule icon from the Starting Sources section of the left menu pane to the Starting Source section of the workflow canvas.

5. Define a schedule for the automation.

   1. In the Starting Source section of the workflow canvas, select Configure.

   2. In the dialog box, fill in the fields.

3.  Select **Done**.

1. Add a script activity to execute the Server-Side JavaScript for all activities that require it.

   1. In the Activities section of the left menu pane, drag the Script icon into the workflow canvas.

      The script activity becomes the first step of the automation workflow.

   2. Select Choose on the script activity step.

      The Choose Script Activity dialog box opens.

   3. Select Create New Script Activity.

      The Create New Script Activity dialog box opens.

   4. In the Properties step, fill in the fields.

5.  Copy and paste the following Server-Side JavaScript into the Server-Side JavaScript text box:

    ```
    <script runat="server"> 
    var rows = Platform.Function.DeleteData('*<data-extension-name>*',['Flag'],['1']);
    </script>

    ```

    The **\*&lt;data-extension-name&gt;\*** must exactly match the file name of the Data Extension that you created in [Create a data extension for your Contacts Counts report](integrate-sfmc-oauth.md).

6.  Select **Validate Syntax** to verify that the Server-Side JavaScript syntax is valid.

7.  Select **Next**.

8.  In the Summary step, verify that the script activity configuration is correct and then select **Finish**.

1. Add a data extract activity to copy the Contacts Counts report from the SFTP Reports folder to the SFTP Import folder.

   The Salesforce Marketing Cloud instance uses the SFTP Import folder to locate and import report data into your data extensions. To enable your instance to import data from the Contacts Counts report into the corresponding data extension, you must copy the report to the SFTP Import folder.

   1. In the Activities section of the left menu pane, drag the Data Extract icon into the workflow canvas.

      The data extract activity becomes the second step of the automation workflow.

   2. Select Choose on the data extract activity step.

      The Choose Data Extract Activity dialog box opens.

   3. Select Create New Data Extract Activity.

      The Create New Data Extract Activity dialog box opens.

   4. In the Properties step, fill in the fields.

5.  Select **Next**.

6.  In the Configuration step, fill in the fields.

    |Field|Description|
    |-----|-----------|
    |Input Folder|Location in which you’ve saved the Contacts Counts report. Enter `\reports\`.|
    |Output Folder|Location that you want to copy the report to. Enter `\Import\`.|
    |Copy To Folder|Option to copy instead of move the report from the input folder to the output folder. This option enables you to keep the report in both locations. Select the check box to enable this option.|

7.  Select **Next**.

8.  In the Summary step, verify that the data extract activity configuration is correct and then select **Finish**.

1. Add an import file activity to import the Contacts Counts report data into the data extension.

   1. In the Activities section of the left menu pane, drag the Data Copy or Import icon into the workflow canvas.

      The Data Copy or Import activity becomes the third step of the automation workflow.

   2. Select Choose on the Data Copy or Import activity step.

      The Choose Data Copy or Import dialog box opens.

   3. Select Create New Copy or Import Definition.

      The Create New Copy or Import Definition dialog box opens.

   4. In the Activity Info step, fill in the fields.

5.  Select **Next**.

6.  In the Source step, select **File Location** in the Data Source header and fill in the fields.

7.  Select **Next**.

8.  In the Destination step, search for and select the data extension that you created in [Create a data extension for your Contacts Counts report](integrate-sfmc-basicauth.md).

9.  Select **Next**.

10. In the Mapping step, select the options **Add and Update** and **Map by Ordinal** in the Data Action header.

11. When prompted, enable the **Import file has column headers** option and then map each data extension attribute to the corresponding column number in the Contacts Counts report.

    **Note:** Leave the **Flag** attribute unmapped.

12. Select **Next**.

13. In the Review step, verify that the import file activity configuration is correct and then select **Finish**.

1. Select Save.

2. In the dialog box, fill in the fields.

   Field	Description
   Name	Name of the automation.
   Description	Description of the automation.
   External Key	Optional key that uniquely identifies the automation.
   Location	Location in which you want to save the automation.

3. Select Save.

4. In the Starting Source section of the workflow canvas, select Active.

5. In the Activate Schedule Confirmation dialog box, select Activate to activate the automation schedule.

Retrieve Contacts Counts report data manually

After you create the Contacts Counts report, data extension, and automation, you can retrieve report data between your scheduled report and automation jobs by running these jobs manually.

Before you begin

Salesforce Marketing Cloud Role required: admin

About this task

Your Salesforce Marketing Cloud instance runs the report and automation jobs automatically based on the schedules that you define. If you want to retrieve Contacts Counts report data before the next scheduled report and automation jobs, you can run these jobs manually.

Procedure

1. Run your Contacts Counts report.

   1. On the page header of your Salesforce Marketing Cloud instance, hover the Salesforce icon to display the list of available Salesforce Marketing Cloud applications.

   2. Select the Analytics Builder app icon and then select Reports.

      The Reports app overview opens.

   3. From your list of reports, select the Contacts Counts report that you created in Create a Contacts Counts report in Salesforce Marketing Cloud.

   4. Select Run.

      Your Salesforce Marketing Cloud instance generates the report and displays the results on the Results: <report-name> page.

   5. On the Results: <report-name> page, select the Download Results icon (

6.  In the dialog box, fill in the fields.

    |Field|Description|
    |-----|-----------|
    |Filename|The file name of the report, excluding the file extension.|
    |Report Source|Source of the report. This field is automatically set to **Contacts Counts**.|
    |Format|File type and file extension in which you want to receive the report results. Select **Data File \(.csv\)**.|

7.  Select **Save**.

8.  Save the file in your system.

1. Import the file in your Data Extension.

   1. On the page header of your Salesforce Marketing Cloud instance, hover the Salesforce icon to display the list of available Salesforce Marketing Cloud applications.

   2. Select the Audience Builder app icon and then select Contact Builder.

   3. Open the recently created Data Extension that you created while creating a data extension for your Contacts Counts report.

   4. Select Import.

   5. In the Import Data Confirmation dialog box, select Import into Data Extension and then select Ok.

   6. In the Import into Data Extension step, choose the file that you downloaded in the previous Step 1.

   7. Select Delimiter as comma.

   8. Select Import Type as Add and Update.

   9. Select Import options as Skip rows in the import file with bad data.

   10. Select Next.

   11. In the Configure mapping dialog box, select Map Manually.

   12. Match the available data extension columns with the imported report columns and leave the Flag column empty.

   13. Select Next.

   14. In the Review and create dialog box, enter the email id on which you want notification when import completes and select Finish.

   15. In the Run Confirmation dialog box, select Done.

Result

The latest Contacts Counts report data is imported into the data extension.

Create a Salesforce Marketing Cloud integration profile using basic authentication

Create an integration profile by using basic authentication to track software subscriptions and optimize stale licenses for the Salesforce Marketing Cloud service.

Before you begin

To create a Salesforce Marketing Cloud integration profile, request the Software Asset Management - SaaS License Management plugin (sn_sam_saas_int) from the ServiceNow Store.

Tip: To avoid incurring additional subscription costs, install the plugin and build the integration on a non-production instance.

ServiceNow Role required: sam_integrator

Important: You must select the Software Asset Management integration with Salesforce Marketing Cloud check box for this integration while installing optional features on the Application Manager page. For more information about choosing the required SaaS applications, see Request SaaS License Management.

About this task

If you’re using Software Asset Workspace, the option to create the Salesforce Marketing Cloud integration profile in Core UI is inactive.

Procedure

1. Navigate to the integration profile.

1. On the form, fill in the fields.

1. Review the required user roles or API permissions specified in the Vendor configuration field for each process to minimize security risks and optimize SaaS licenses.

   Note: For more information, see Minimal user permissions table.

   1. In the Download Subscription Subflow section, verify that the Subflow field is set to Salesforce Marketing Cloud Download Subscriptions.

      Note: The Download subscriptions check box is selected by default and you can't clear it.

   2. In the Reclaim Subscription Subflow section, verify that the Subflow field is set to Salesforce Marketing Cloud Reclaim Subscription.

      Note: The Reclaim subscriptions check box is selected by default. If you don't want to reclaim subscriptions, you can clear this check box. If you clear it, the removal candidates are created but the reclaim subscription subflow isn't triggered or the reclamation process isn't initiated.

   3. In the Download Consumption Subflow section, verify that the Subflow field is set to Salesforce Marketing Cloud Download Contacts Consumption.

      The Download Consumption check box is selected by default. If you don't want to download the license consumptions, clear this check box.

2. In the Integration Attributes section, add or remove the attributes based on your requirements.

   The name-value attributes such as Count Date, Contacts, Email Contacts, and Mobile Contacts are automatically populated for the integration profile.

   Note: The attribute name must match the report column header in Salesforce Marketing Cloud instance. For more information, see Create a data extension for your Contacts Counts report.

3. Select Save.

   Your ServiceNow instance creates a draft integration profile.

   The Connection & Credential field appears and is automatically set to sn_sforce_mc_spoke.SalesforceMarketingCloud.

4. Open the connection & credential aliases record by selecting the preview icon

next to the Connection & Credential field and then selecting Open Record in the record preview.

1. On the Connection & Credential Aliases form, select the Create New Connection & Credential related link.

2. In the dialog box, fill in the fields.

   Field	Description
   Please Enter the Connection Information
   Connection Name	Name of the connection.
   SOAP Connection URL	URL of your SOAP Connection endpoint. Enter https://<*subdomain*>.soap.marketingcloudapis.com/Service.asmx, where <subdomain> is your Salesforce Marketing Cloud subdomain.
   Please Enter the Credential Information
   Username Profile Name	Name of your credentials.
   Username	User name of the user that you can access the Salesforce Marketing Cloud SOAP API with. Enter the user name of the user that you created in Create a user for accessing the Salesforce Marketing Cloud SOAP API.
   Password	Password of the user that you can access the Salesforce Marketing Cloud SOAP API with. Enter the password of the user that you created in Create a user for accessing the Salesforce Marketing Cloud SOAP API.
   Please enter additional information used for post processing
   Contacts Counts Data Extension	Name of the data extension that you want to retrieve Contacts Counts report data from. This name must exactly match the name of the data extension that you created in Create a data extension for your Contacts Counts report.

3. Select Create.

4. On the Connection & Credential Aliases form header, select the Back button to return to the Integration Profile form.

   Note: You must update the Connection Alias field to its pre-upgrade value for the respective Data Extension record in the Configurations [sn_sforce_mc_spoke_configurations] table. Access the Configurations table by navigating to All > Salesforce Marketing Cloud > Configurations.

5. On the integration profile form, select Validate Connection to verify the connection and credential details of this integration.

   Validating the connection verifies the Download Subscriptions and Download Consumption APIs, but not the Reclaim Subscriptions APIs.

6. After the connection is verified, select Publish.

7. In the Publish Confirmation dialog box, select OK.

What to do next

After the integration connects, your ServiceNow instance automatically creates software models, reclamation rules, and software subscriptions that are refreshed daily.

After creating an integration profile, view information about the profile in the Software Asset Workspace by navigating to License operations > User subscription > Direct integration profiles. You can select an integration profile to view the following related lists. If all of the following related lists aren't visible for an integration profile in the default view, you can select the custom integration view from the Details tab:

• Software Models
• Unrecognized Subscription Identifiers
• Scheduled Jobs
• Scheduled Job Results
• Software Subscriptions
• Subscription Identifier Exclusion Rule
• Subscription User Exclusion Rule

After creating an integration profile, you can define subscription exclusion rules to keep certain subscriptions from license cost calculations. For more information, see Subscription exclusions for SaaS and SSO applications.

If you want to set up multiple integration profiles with unique connections, create child aliases to manage different configurations and settings for each integration profile. For more information, see Create a child alias to set up multiple integration profiles.

Review all automatically generated reclamation rules to reclaim user subscriptions. For more information, see Review a software reclamation rule.

Create software entitlements for the automatically generated software models to track used software against owned software.

• For more information on creating software entitlements in the Software Asset Management Core UI, see Create entitlements in Software Asset Management Core UI.
• For more information on creating software entitlements in the Software Asset Workspace, see Create entitlements in workspace.
• For more information on creating software entitlements using the Software Asset Management Playbook, see Create entitlements using the guided walk-through.

Reconciliation also runs on your subscriptions as a scheduled job or on-demand. You can view your reconciliation results in the License Workbench (Software Asset Management classic application) or the License usage view (Software Asset Workspace). Use these results to determine your license compliance position and to remediate any non-compliance.

• For more information on running reconciliation in the Software Asset Management classic application, see Run software reconciliation in Software Asset Management classic.
• For more information on running reconciliation in the Software Asset Workspace, see Run software reconciliation in the workspace.