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Marketing Cloud Intelligence Data Pipelines
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            Customer Data Platform API Connector

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            Customer Data Platform API Connector

            Marketing Cloud Customer Data Platform allows you to unify all your data - from anywhere - for a complete view of your customers. The Customer Data Platform API connector allows you to pull either your calculated insights from Customer Data Platform or use Marketing Cloud Intelligence Data Pipelines predefined insights in order to get advanced insights with a click of a button.

            Note
            Note Salesforce CDP is now Customer Data Platform.
            • Channel: Display
            • Data Stream Type: LiteConnect
            • Data Lagging: 1 Day

            Prerequisites

            To connect to the Customer Data Platform, provide a valid Customer Data Platform username and password. You also must allow access to Marketing Cloud Intelligence Data Pipelines from the Customer Data Platform as follows:

            1. Log in to Marketing Cloud Customer Data Platform using an Admin user.
            2. From Setup, click OAuth custom scopes.
            3. Create two custom scopes named cdpquery and cdpprofile.
            4. Paste the following authorization URL in your web browser: https://login.salesforce.com/services/oauth2/authorize?response_type=token&client_id=3MVG9I9urWjeUW07NtG9.RZ69S._vDf.2fCbbnDmcEvY3TP68xNLSAUbchDStGfP6lbS1wmqEUi5iXane8VGP&redirect_uri=http://localhost
            5. Click Allow.
            6. Navigate to Salesforce Setup.
            7. Go to the Connected Apps OAuth Usage tab.
            8. Click Install next to Marketing Cloud Intelligence Data Pipelines (Datorama).
            9. Click Install to confirm.
            10. From Setup, under App manager, click Manage OAuth Custom Scopes in Customer Data Platform.
            11. Add your previously created custom scopes.

            Details

            The connector pulls data from Customer Data Platform in 2 forms:

            • Calculated Insights (CI) - After you enter your credentials, the “Source” dropdown populates with all your calculated insights from Customer Data Platform. Select the calculated insights you wish to pull into Marketing Cloud Intelligence Data Pipelines. The data stream automatically builds the CI schema and pulls all of the CI’s data into Intelligence Data Pipelines.
            • Predefined Insights- Automatically create interesting views on top of your data, for the following 3 predefined insights:
              • Demographics - The demographics predefined insight provides information on your audience by different attributes.
                • Fields - Day, Age Group, Children Count, Yearly Income Range, Country, City, Count of Individuals, and Count of Unified Individuals.
              • Engagement - The engagement predefined insight pulls different KPIs of your engagement data model objects, like Email, Device Application and Message.
                • Fields - Day, Channel, Campaign, Total Engagements (broken by engagement type), and Total Engaging Customers (broken by engagement type).
              • Conversion - The conversion predefined insight presents aggregated information on orders made.
                • Fields - Day, Product, Product Category, Total Number of Orders, Total Revenue, and Number of customers.

            General Setup

            1. After entering your credentials, the Source dropdown is populated with the predefined insights and calculated insights.
            2. Select the CI/Predefined insight you’d like to create the data stream with. There can be a delay of up to a few hours from the time calculated insights are created in the Customer Data Platform until the data becomes available in Marketing Cloud Intelligence Data Pipelines.
            3. In the Initial Data Fetch section, select the dates for which you want to pull data. You can only process from the last 180 days. If you must process older data then contact Marketing Cloud Intelligence Data Pipelines Support.
              • If you select a Demographics Predefined Insight or a Calculated Insight, Intelligence Data Pipelines automatically pulls all available data, regardless of the selected date range.
              • If you choose Engagement/Conversion Predefined Insights, Intelligence Data Pipelines pulls data according to the selected date range.

            Notes

            • This API Connector allows you to view the data in your CDP Calculated Insights and include data in your Intelligence Data Pipelines Dashboards and Reports. You can’t map the data retrieved from CDP to your Intelligence Data Pipelines data model
            • The Customer Data Platform API Connector allows you to view the data in your CDP Calculated Insights and include data in your Intelligence Data Pipelines dashboards and reports. You can’t map the data retrieved from CDP to your Intelligence Data Pipelines data model.
            • In order to ensure that records that are deleted from Customer Data Platform are also deleted from Marketing Cloud Intelligence Data Pipelines, make sure that your data stream load mode is set to Total Replace. This ensures the replacement of all data coming from Customer Data Platform on a daily basis. If you choose to set your data stream load to a different mode, deletions won’t be automatically passed from Customer Data Platform to Intelligence Data Pipelines and you’ll need to manually delete any data that you would like deleted from Intelligence Data Pipelines using the Delete Data functionality in Intelligence Data Pipelines.
            • Predefined Insights are complicated queries that scan large amounts of data. In case the data stream process fails due to a timeout, you can create a similar calculated insight, which will do the processing in advance, and pull the CI into Intelligence Data Pipelines via the connector.

            QA Your Data

            Use Customer Data Platform Data Explorer in order to compare the data in your calculated insights and the data pulled into Marketing Cloud Intelligence Data Pipelines.

             
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