How to set up Salesforce Marketing Cloud (SFMC) integration with Everest

The Salesforce Marketing Cloud integration for Everest allows users to automatically seed to their Everest seed list directly from their SFMC campaigns. The integration also retrieves aggregate reporting for campaign data, including job ID, sent, delivered, bounces, opens, clicks, and unsubscribes.

Prerequisites

Before you start, you will need:

• The access necessary to manage API credentials and installed package permissions within Salesforce Marketing Cloud
• Your Everest seed list already created (under Creating and managing your Everest Seed List), but not downloaded or added to Salesforce Marketing Cloud
• If you encrypt your subscriber lists, follow the instructions for setting up encrypted seeding. The aggregate reporting instructions are the same.
• A blank document or text file for copying credentials

Note: You must complete the integration set up process for each Salesforce Marketing Cloud account (MID) that is set up to seed to Everest.

How to set up your Salesforce Marketing Cloud integration

In Salesforce Marketing Cloud

First, you'll set up an installed package. To do this:

1. Sign in to your Salesforce Marketing Cloud account.
   • If you have more than one MID, be sure you're signing into the MID you want to integrate with Everest.
2. Select your username in the upper right hand corner and choose Setup.
3. Under Platform Tools, expand Apps and then choose Installed Packages.
4. Select New and fill in a name and description for your new package. If there is a checkbox for Create with enhanced functionality, check it.
5. Select Save.

Next, you'll set the permissions that allow Everest to integrate correctly.

1. Select Add Component, located at the bottom of the page.
   
2. If you see API Integration, select it and then select Next. Otherwise, continue to step 3.
3. Choose Server-to-Server. Select Next.
4. Check the following boxes for each set of components:
   • Channels
     • Email
       • Read
       • Write
       • Send
   • Assets
     • Documents and Images
       • Read
   • Automation
     • Automations
       • Read
       • Write
       • Execute
   • Contacts
     • List and Subscribers
       • Read
       • Write
   • Data
     • Data Extensions
       • Read
       • Write
5. Select Save.
   

Finally, you'll locate and copy the Client ID, Client Secret, and TSSD, or tenant-specific subdomain, of this Installed Package for authenticating with the SFMC API.

1. Copy your auto-generated Client ID and Client Secret codes and paste them into your blank document.
2. Locate the SOAP Base URI label. The URL under the label should look like this:
   https://xxxxxxxxxxxxxxxxxxxxxxxxxxxx.soap.marketingcloudapis.com/
   
   • The bolded 28-character string (xxxxxxxxxxxxxxxxxxxxxxxxxxxx) is your tenant-specific subdomain, or TSSD. It includes everything after the double forward slashes and before the first dot.
3. Copy your TSSD, including any special characters such as hyphens, and paste it into your blank document.

Depending on the security settings in your SFMC account, you may need to turn on Contact Delete. This lets us update seed addresses in your account and delete seeds if you stop autoseeding. We will only ever use this functionality to manage seed addresses in your account.

To do this:

1. Log into your top-level Salesforce Marketing Cloud account.
2. Navigate to Audience Builder > Select Contact Builder > Contacts Configuration.
3. For Contact Delete, select On.

In Everest

First, you'll set up your integration and authenticate with the SFMC API.

1. In a new tab or window, sign in to Everest.
   • If you have multiple accounts, make sure you are signing into the Everest account that goes with the SFMC MID you want to integrate.
2. Use the navigation menu at left to go to My Everest, then Apps & Integrations.
3. Under Email Service Providers, find the Salesforce Marketing Cloud widget and select Settings (gear icon) to open a slideout.
4. Enter a name for your integration that is meaningful to you. A best practice is to include your SFMC MID in the connection’s display name.
5. Paste your Client ID, Client Secret, and TSSD from your blank document into the appropriate fields.
6. Optional: If your edition of SFMC is Enterprise and you are unable to create installed packages at the Business Unit level, you can create the installed package at the Enterprise level and indicate the Business Unit MID in the Account ID / MID field.
7. Select Authenticate.

To complete this process, you'll edit the threshold settings for your integration.

1. In the Your Accounts widget, find the row with your integration and select the arrow icon at right.
2. In the Integration Features widget, in the dropdown labeled Is your subscriber list encrypted?, select No, Standard.
   • If your subscriber list is encrypted, follow the instructions for setting up encrypted seeding.
3. Enter values for Minimum Campaign Send Size, Minimum Job ID Time in Minutes and Minimum Send Time in Minutes.
4. Select Save.

The Minimum Campaign Send Size and Minimum Send Time in Minutes settings will determine the size and frequency of campaigns that Everest will add the seed list to for you. The Minimum Job ID Time in Minutes will determine the time between sends for those campaigns in Salesforce Marketing Cloud that have a persistent JobID. Once the integration is set up and the thresholds have been set, Everest will begin to collect seed data for seeds sent from SFMC according to the thresholds.

• For example, if you set your thresholds to 10,000 and 60, we will seed to the first campaign that we see that meets the minimum of 10,000 subscribers once in an hour, even if other campaigns also meet the 10,000-subscriber threshold. After the hour has passed, we will start looking for the next campaign that meets the subscriber threshold, and so on.
• The send time in minutes threshold can be set to 0 so that any campaign that meets the minimum subscriber threshold is auto seeded.
• The send size can be set to 1 so that any campaign of any size is auto seeded, within the parameters of your minimum send time.

After you have saved your thresholds, you need to enable the two Aggregate Reports and Inbox Test Auto-Seeding features and click the Save Features button.

Once you have Enabled the features, Inbox Placements should start showing up in In-Flight > Inbox Placement. We recommend checking this after a couple days to confirm the threshold settings are appropriate and not over-seeding or under-seeding and adjust as needed.

Note: As part of this integration, your Everest seed list will be added to your “All Subscribers” list in Salesforce Marketing Cloud. Any time you send to All Subscribers, this will supersede your auto-seeding thresholds and include seeds in your send. Seed addresses will also be considered "non-openers," and therefore anything sent to that subgroup will trigger a send to seeds.

How to surface SFMC aggregate reporting in Everest

To show your campaign engagement data from SFMC alongside your seeded campaign data:

1. Use the navigation menu at left to go to In-Flight, then Inbox Placement.
2. Select the Customize button at the top right of the window.
3. Under Inbox Tests: Default Columns, check the boxes beside the following:
   • SFMC Job ID
   • Sent
   • Delivered
   • Bounced
   • Opened
   • Clicked
   • Unsubscribed
4. Select Save. Everest will then take you to the Inbox Tests tab, where you can see your SFMC integrated engagement data under the Inbox Tests table.