Salesforce Marketing Cloud walkthrough

Prerequisites

Salesforce Marketing Cloud connection.

Salesforce Marketing Cloud reports in Data Integration

1. Select the correct Salesforce Marketing Cloud connection. Change it or create a new one if necessary. Before setting up a connection, verify that the account has read permission to set the integration. For more information on API integration permission scopes, refer to Salesforce documentation
2. Select a report from the Report drop-down list.
3. Select an extract method:
   • All: Select All to pull all available data. This option is not recommended if the report has a large amount of data.
   • Incremental: Select the Incremental option to pull data for a specific date period.
     • When selecting the Incremental option, an Incremental field is displayed to set a timestamp column for filtering by date range.

Reports time period

Select the time period of the report. All reports support two types of time periods:

1. Date Range

   • Pulls data in the date range between the start and end date provided, including the end date.
   • You must select a Start date.
   • The Start Date does not advance if a River run is unsuccessful.
   • If you want to remove this default setting, click More Options and select the checkbox to advance the start date even if the River run is unsuccessful (Not recommended).
   • Leaving the end date empty pulls data according to the current time of the river's run.
   • Select a timezone offset to send dates considering the offset.
   • Use the Last Days Back For Each Run to expand the start date and pull data a given number of days back before the chosen start date.

2. Predefined date: A date range defined by Data Integration:

   • Day - Yesterday.
   • Week (From Monday to Sunday) - Week to date, Previous week, Previous week to date.
   • Month - Month to date, Previous month, Previous month to date.
   • Year - Year to date.

Interval chunks

Data Integration can run over the increment using chunks to make the loading efficient and precise. You can choose from:

• Don't Split: Data Integration pulls the data from the chosen start date to the end date in one bulk.
• Daily: The run is chunked daily from the start to the end date.
• Monthly: The run is chunked monthly from the start to the end date.
• Yearly (Less Recommended): The run is chunked yearly from the start to the end date.* Interval Size: Set the size of each interval.

For example, setting the Interval Size to 4 with a Daily Interval Chunk will split the date period into 4-day chunks. Running from 01/01/2025 to 08/01/2025 splits into two intervals: from 01/01/2025 to 04/01/2025 and from 05/01/2025 to 08/01/2025.