Salesforce Destination
MessageGears delivers audience files to Salesforce Marketing Cloud via SFTP. This allows you to send segments and audience data from MessageGears into Salesforce Marketing Cloud for use in journey builder campaigns, data extensions, and other messaging workflows.
Prerequisites​
Before setting up the Salesforce destination, make sure the following are in place:
- A Salesforce Marketing Cloud account with SFTP access enabled
- SFTP credentials for your Salesforce Marketing Cloud account's Enhanced FTP site
- A MessageGears audience or Blueprint ready to publish — see Creating and Editing Audiences and Blueprints for Campaign Segmentation
Step 1: Locate your Salesforce Marketing Cloud SFTP credentials​
Salesforce Marketing Cloud provides an Enhanced FTP site for each account. To find your credentials:
- In Salesforce Marketing Cloud, navigate to Setup > Data Management > FTP Accounts.
- Locate your FTP user credentials and note the hostname, username, and password.
- Confirm the SFTP port (typically 22).
Provide the following to MessageGears Support when setting up the destination:
| Field | Description |
|---|---|
| SFTP Hostname | Your Salesforce Marketing Cloud FTP hostname |
| SFTP Port | Port number (typically 22) |
| Username | Your FTP account username |
| Password | Your FTP account password, or an RSA private key |
| Base Path | The folder path within the FTP site to deliver files to |
MessageGears Support will configure the destination and confirm when it is ready to use.
If using private key authentication, the key must be in RSA format. OpenSSH keys can be converted with:
ssh-keygen -p -N "" -m pem -f your_private_key
Step 2: File format​
The Salesforce destination delivers files in CSV format. You can configure the file to include the fields needed to match or update records in Salesforce Marketing Cloud data extensions.
Work with your Salesforce Marketing Cloud administrator to confirm the expected file schema for your target data extension or import process.
Step 3: Build your audience in MessageGears​
Use the MessageGears audience builder or a Blueprint to define the segment you want to deliver to Salesforce.
For guidance on building audiences and Blueprints, see:
Step 4: Create an External Campaign targeting the Salesforce destination​
Once your audience is defined and the Salesforce destination is configured, create an External Campaign to deliver the file:
- Navigate to Campaigns > External.
- Under Settings, select your audience or Blueprint.
- In the Destination dropdown, select your Salesforce destination.
- Set your schedule (one-time or recurring) and click Save or Launch.
For a full walkthrough of the External Campaign workflow, see External Campaigns.
Troubleshooting​
| Symptom | Likely cause | Resolution |
|---|---|---|
| Campaign fails to deliver | Invalid SFTP credentials or incorrect hostname | Verify FTP credentials in Salesforce Marketing Cloud Setup; contact MessageGears Support |
| File arrives but data not imported | Incorrect file schema or missing import automation | Confirm file format with your Salesforce Marketing Cloud administrator |
| Private key authentication fails | Key not in RSA format | Convert your key using the ssh-keygen command above |
For additional help, contact MessageGears Support.