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Working with Salesforce Marketing Cloud Campaign

The following steps provide a guide to configuring HCL Discover with Salesforce Marketing Cloud Campaign using to SFTP. To share data between both solutions there is a requirement to be able to exported CSV files on a SFTP server, this may or may not exisut within your business.

SFTP Server

  1. Install and Configure SFTP Server Ensure you have an SFTP server installed and configured. You can use popular SFTP servers like OpenSSH, FileZilla, or any other that suits your needs.
    1. Create SFTP User Create a user account on the SFTP server with the necessary permissions to read and write files in the directory where you want to export the data.
    2. Generate SSH Key Pair Generate an SSH key pair (public and private keys) for secure authentication. You can use tools like ssh-keygen on Linux or PuTTYgen on Windows.
    3. Copy Public Key to SFTP Server Copy the public key to the ~/.ssh/authorized_keys file of the SFTP user on the server. This allows the HCL Discover system to authenticate using the private key.

Configure HCL Discover Data Bus Export

  1. Log in to the HCL Discover management console.
  2. Navigate to the Data Export section.
  3. Create a new export configuration and select Data Bus Export as the export method.
  4. Define Events for Export Define the events you want to export. This can include specific user actions, error events, or any other relevant data points.
  5. Configure the event filters and criteria to ensure only the desired events are exported.
  6. Enter SFTP Server Details
  7. Enter the SFTP server's hostname or IP address.
  8. Specify the port number (default is 22).
  9. Enter the SFTP username.
  10. Upload Private Key Upload the private key generated earlier to the HCL Discover system. This key will be used for authentication.
  11. Specify Export Directory Specify the directory on the SFTP server where the data should be exported.
  12. Set Export Schedule Configure the export schedule according to your requirements (e.g., real-time, daily, weekly).
  13. Test Connection Test the SFTP connection to ensure that HCL Discover can connect to the SFTP server and has the necessary permissions to write files.
  14. Save and Activate Configuration Save the export configuration and activate it. HCL Discover will now start exporting event data to the specified SFTP server according to the schedule.

Configure Salesforce Marketing Cloud

  1. Log in to Salesforce Marketing Cloud.
  2. Navigate to Automation Studio.
  3. Create a new automation and add a File Transfer activity.
  4. Configure the File Transfer activity to import data from the SFTP server to the desired data extension in Salesforce Marketing Cloud.

Check

Monitor the export logs in both Discover and Salesforce Marketing Cloud to ensure that data is being exported and imported successfully. Address any errors or issues that may arise.