Integrate Salesforce Marketing Cloud using OAuth 2.0

Integrate your ServiceNow instance with Salesforce Marketing Cloud services by using OAuth 2.0.

重要:

Minimize security risks and protect information by granting access only to the necessary user or API permissions.

表 : 1. Minimal user permissions

Process	Required user role in the Salesforce Marketing Cloud application	Authentication scopes
Download subscriptions	User	Users : Read
Pull user activity	User	Users : Read
Reclaim subscription	User	Users : Write
Download consumptions	User	Data Extensions : Read, Write

Create Salesforce Marketing Cloud OAuth 2.0 credentials

Create Salesforce Marketing Cloud OAuth 2.0 credentials to get access to Salesforce Marketing Cloud APIs.

このタスクについて

The credentials must be created in the Salesforce Marketing Cloud Spoke application scope.

始める前に

Role required: Salesforce Marketing Cloud admin

このタスクについて

For accessing user licenses and data extension, the connection configuration must be set up in the parent business unit. If the configuration is set up in a child business unit, it might not be able to access data from the parent business unit.

手順

1. Log in to the Salesforce Marketing Cloud tenant.
2. Navigate to Setup Home > Platform Tools > Apps > Installed Packages.
3. Select New to create a package.
4. In the New Package Details dialog box, fill in the Name and Description fields.
5. Select Save.
6. Select Add Component.
7. Select API Integration to integrate Salesforce Marketing Cloud APIs to your application.
8. Select Next.
9. Select Server-to-Server as the integration type.
10. Select Next.
11. Select the following scopes for your integration.
    • Users : Read
    • Users : Write
    • Data Extensions : Read, Write
12. Select Save.
    Your Client Id, Client Secret, and SOAP Base URI are displayed in your configuration summary. Navigate to the Components section under SETUP > INSTALLED PACKAGES > DETAILS to view the Client Id, Client Secret, and SOAP Base URI. Copy the values to use them later.

    注:

    Note: You must add /Service.asmx in the SOAP Base URI while passing it in your ServiceNow instance.
13. Select the ACCESS tab and confirm that your business unit is enabled.

    If your business unit is inactive, select and enable it, then select Save.

Create a Contacts Counts report in Salesforce Marketing Cloud

Create a Contacts Counts report to retrieve and display the total number of billable contacts in your Salesforce Marketing Cloud account.

始める前に

Salesforce Marketing Cloud Role required: admin

手順

1. From a web browser, go to your Salesforce Marketing Cloud instance.
2. Log in using your admin credentials.
3. On the page header of your instance, select the business unit profile icon and then select the top-level parent business unit so that your Contacts Counts report includes data for both the parent business unit and all corresponding child business units.
4. From the list of available Salesforce Marketing Cloud applications, select the Analytics Builder app icon and then select Reports.
   The Reports app overview opens.
5. In the Report Catalog section, select View Catalog.
6. From the Reports Catalog, search for Contacts Counts and then select Create.
   The Create Report dialog box opens.
7. In the dialog box, select the time period that you want to retrieve and display data for from the Date Range list.
   The default value is Last 30 Days.

   ヒント:

   To avoid performance issues during report generation, you should set this value to Last 7 Days.
8. Select Submit.
   Your Salesforce Marketing Cloud instance generates the report and displays the results on the Results: Contacts Counts page.
9. On the Results: Contacts Counts page, select Save.
   The Save Report dialog box opens.
10. In the dialog box, fill in the fields.

    表 : 2. Save Report dialog box

    Field	Description
    Report Name	Name of the report.
    Report Source	Source of the report. This field is automatically set to Contacts Counts.
    Description	Description of the report.

11. Select Save.
12. Create a schedule to run the Contacts Counts report automatically.
    1. On the page header of the Reports app, select the Overview tab to return to the Reports app overview.
    2. From your list of reports, open your newly created Contacts Counts report.
    3. In the Schedule Options section, select Edit.
    4. In the dialog box, fill in the fields.

       表 : 3. Edit Schedule Options dialog box

       Field	Description
       Schedule Options
       Start	The date and time from which you want to start running the report.
       Time Zone	Time zone in which the report is being scheduled.
       Repeat	Frequency at which you want to run the report. Configure the report to run once every week on Sundays.
       End	Date on which you want to stop running the report.
       Delivery Options
       Format	File type and file extension in which you want to receive the report results. Select Data File (.csv).
       Location	Location in which you want to save or share the report. Set this field to Save report for FTP and then fill in the corresponding fields: Report Name: The file name of the report, excluding the file extension. If you want to include date and time in the report name, add it in the Reportname_YYYYMMDD_HHMMSS format. 注: Take note of this file name for later use. Unique Option: Option to create a report record instead of replacing the existing report record in SFTP. Leave this check box unselected. FTP Location: Location of your Salesforce Marketing Cloud FTP files. Select ExactTarget Enhanced FTP so that the report is saved to your SFTP (SSH File Transfer Protocol) Reports folder. 注: You can set up an SFTP user account in Salesforce Marketing Cloud to view the saved files at a specific FTP location. For more information, see Setting up an SFTP user account in Salesforce Marketing Cloud.

    5. Select Save.

Create a data extension for your Contacts Counts report

Create a data extension to store your Contacts Counts report data on your Salesforce Marketing Cloud instance.

始める前に

Salesforce Marketing Cloud Role required: admin

このタスクについて

Data extensions are tables that contain attributes representing your report data. When your ServiceNow instance connects with the Salesforce Marketing Cloud service, it retrieves data from this data extension.

手順

1. On the page header of your Salesforce Marketing Cloud instance, hover the Salesforce icon to display the list of available Salesforce Marketing Cloud applications.
2. Select the Audience Builder app icon and then select Contact Builder.
   The Contact Builder app opens.
3. Select the Data Extensions tab.
4. In the pop-up dialog box, select Get started and then select Create.
   The Create New Data Extension dialog box opens.
5. In the Properties step, fill in the fields.

   表 : 4. Properties fields

   Field	Description
   Creation Method	Method in which you want to create the data extension. Select Create from New.
   Name	Name of the data extension.
   External Key	Optional key that uniquely identifies the data extension. You can enter a key of your choice.
   Description	Description of the data extension.
   Type	Type of data extension. This field is automatically set to Standard.
   Location	Location in which you want to store the data extension. This field is automatically set to Data Extensions. Select Change Location to select a different location.
   Is Sendable?	Option to indicate whether the data extension can be sent to your subscribers.

6. Select Next.
7. In the Data Retention Policy step, set the Retention Setting field to Off.
8. Select Next.
9. In the Attributes step, add the attributes that you want to include in the data extension.
   Attributes are used to map and import data from a report to a data extension. You must create an attribute for each report column that you want to import data from. Each attribute name must exactly match the corresponding report column name.

   For the Salesforce Marketing Cloud integration, attributes for the following Contacts Counts report columns are required:

   表 : 5. Attributes fields

   Field	Description
   Primary Key	Option for the attribute to include a unique identifier for all records in the data extension. This option must be enabled for the Count_Date attribute.
   Name	Name of the attribute. This name must exactly match the corresponding report column name.
   Data Type	Data type of the attribute.
   Required	Option that indicates whether the attribute requires a value for each record in the data extension.
   Length	Maximum number of characters allowed in the attribute value.
   Default Value	Optional default value for the attribute. For the Flag attribute, set the default value to 1. 注: Don’t enter a default value for any attributes that are assigned as a primary key.

   Name	Data Type
   Count_Date	Text
   Total_Distinct_Contacts_Count	Text
   Total_Distinct_Email_Addresses1	Text
   Total_Distinct_Mobile_Addresses_Count	Text
   Flag	Text

   注:

   You can add additional attributes and the name must be the same as the Integration Attributes. For more information, see Create a Salesforce Marketing Cloud integration profile using basic authentication or Create a Salesforce Marketing Cloud integration profile using OAuth 2.0.

   Attributes for all other Contacts Counts report columns are optional. Fill in the fields for each attribute that you want to add.
10. Select Complete.
11. In the Data Extension Created dialog box, select OK.

Build an automation to import Contacts Counts report data in your data extension

Create an automation to automatically import Contacts Counts report data into your data extension after the report is generated.

始める前に

Salesforce Marketing Cloud Role required: admin

手順

1. On the page header of your Salesforce Marketing Cloud instance, hover the Salesforce icon to display the list of available Salesforce Marketing Cloud applications.
2. Select the Journey Builder app icon and then select Automation Studio.
   The Automation Studio app overview opens.
3. Select New Automation.
   The workflow for the new automation opens.
4. Create an automation schedule by dragging the Schedule icon from the Starting Sources section of the left menu pane to the Starting Source section of the workflow canvas.
5. Define a schedule for the automation.
   1. In the Starting Source section of the workflow canvas, select Configure.
   2. In the dialog box, fill in the fields.

      表 : 6. Define Schedule dialog box

      Field	Description
      Start Date	The date from which you want to start running the automation.
      Start Time	The time from which you want to start running the automation.
      Time Zone	Time zone in which the automation is being scheduled.
      Repeat	The frequency at which you want to run the automation. Configure the automation to run after the Contacts Counts report is generated. Select the same frequency that you had selected while creating a Contacts Counts report in Salesforce Marketing Cloud. ヒント: If you configure the automation to run on the same day that the report is generated, select a start time that gives enough time for the report to finish generating. ServiceNow recommends a start time of at least two hours after the report start time.
      End	Number of times that the automation can run until the automation schedule ends. If you don’t want the automation schedule to end, set this field to Never. This field doesn't appear only when None (run once) is selected from Repeat.

   3. Select Done.
6. Add a script activity to execute the Server-Side JavaScript for all activities that require it.
   1. In the Activities section of the left menu pane, drag the Script icon into the workflow canvas.
      The script activity becomes the first step of the automation workflow.
   2. Select Choose on the script activity step.
      The Choose Script Activity dialog box opens.
   3. Select Create New Script Activity.
      The Create New Script Activity dialog box opens.
   4. In the Properties step, fill in the fields.

      表 : 7. Properties fields

      Field	Description
      Name	Name of the script activity.
      External Key	Optional key that uniquely identifies the script activity. You can enter a key of your choice.
      Folder Location	The location in which you want to store your scripts. Select Choose... to select a different location. This field is automatically set to Scripts.
      Description	Description of the script activity.

   5. Copy and paste the following Server-Side JavaScript into the Server-Side JavaScript text box:

      <script runat="server"> 
      var rows = Platform.Function.DeleteData('*<data-extension-name>*',['Flag'],['1']);
      </script>
      

      The *<data-extension-name>* must exactly match the file name of the Data Extension that you created in Create a data extension for your Contacts Counts report.

   6. Select Validate Syntax to verify that the Server-Side JavaScript syntax is valid.
   7. Select Next.
   8. In the Summary step, verify that the script activity configuration is correct and then select Finish.
7. Add a data extract activity to copy the Contacts Counts report from the SFTP Reports folder to the SFTP Import folder.
   The Salesforce Marketing Cloud instance uses the SFTP Import folder to locate and import report data into your data extensions. To enable your instance to import data from the Contacts Counts report into the corresponding data extension, you must copy the report to the SFTP Import folder.
   1. In the Activities section of the left menu pane, drag the Data Extract icon into the workflow canvas.
      The data extract activity becomes the second step of the automation workflow.
   2. Select Choose on the data extract activity step.
      The Choose Data Extract Activity dialog box opens.
   3. Select Create New Data Extract Activity.
      The Create New Data Extract Activity dialog box opens.
   4. In the Properties step, fill in the fields.

      表 : 8. Properties fields

      Field	Description
      Name	Name of the data extract activity.
      External Key	Optional key that uniquely identifies the data extract activity. You can enter a key of your choice.
      File Naming Pattern	The file name of the Contacts Counts report that you want to extract data from. This name must exactly match the file name of the Contacts Counts report that you created in Create a Contacts Counts report in Salesforce Marketing Cloud, including the file extension.
      Extract Type	Data extract method. Set this field to Enhanced FTP File Move and Copy.
      Description	Description of the data extract activity.

   5. Select Next.
   6. In the Configuration step, fill in the fields.

      表 : 9. Configuration fields

      Field	Description
      Input Folder	Location in which you’ve saved the Contacts Counts report. Enter \reports\.
      Output Folder	Location that you want to copy the report to. Enter \Import\.
      Copy To Folder	Option to copy instead of move the report from the input folder to the output folder. This option enables you to keep the report in both locations. Select the check box to enable this option.

   7. Select Next.
   8. In the Summary step, verify that the data extract activity configuration is correct and then select Finish.
8. Add an import file activity to import the Contacts Counts report data into the data extension.
   1. In the Activities section of the left menu pane, drag the Data Copy or Import icon into the workflow canvas.
      The Data Copy or Import activity becomes the third step of the automation workflow.
   2. Select Choose on the Data Copy or Import activity step.
      The Choose Data Copy or Import dialog box opens.
   3. Select Create New Copy or Import Definition.
      The Create New Copy or Import Definition dialog box opens.
   4. In the Activity Info step, fill in the fields.

      表 : 10. Activity Info fields

      Field	Description
      Name	Name of the import file activity.
      Description	Description of the import file activity.
      External Key	Optional key that uniquely identifies the import file activity. You can enter a key of your choice.
      Send notification email to	The email address to which you want to send notifications when an import completes. If you specify an email address, a notification email that contains the number of inserted and updated rows is sent to that address on successful import. 重要: The notification email contains an Invalid Field Count validation error due to the presence of empty lines in the imported CSV file. These empty lines appear automatically when you save the report to FTP. However, they have no impact on the integration.

   5. Select Next.
   6. In the Source step, select File Location in the Data Source header and fill in the fields.

      表 : 11. Import File fields

      Field	Description
      File Location	Location of the Contacts Counts report that you want to import data from. Select ExactTarget Enhanced FTP.
      File Naming Pattern	The file name of the Contacts Counts report that you want to import data from. If you want to include date and time in the report name, add it in the Reportname_YYYYMMDD_HHMMSS format by selecting the Date variable and Time variable fields. This name must exactly match the file name of the Contacts Counts report that you created in Create a Contacts Counts report in Salesforce Marketing Cloud, including the file extension.
      Date Format	Format in which you want to display the date and time of the report data.
      Delimiter	Format in which you want to separate each report record. Select comma to separate each record with a comma. If you want to enable the use of double quotes to separate each record, enable the Respect double quotes (") as a text delimiter option.
      Bad Data Behavior	Option to skip rows with bad data. Select the check box to enable this option.

   7. Select Next.
   8. In the Destination step, search for and select the data extension that you created in Create a data extension for your Contacts Counts report.
   9. Select Next.
   10. In the Mapping step, select the options Add and Update and Map by Ordinal in the Data Action header.
   11. When prompted, enable the Import file has column headers option and then map each data extension attribute to the corresponding column number in the Contacts Counts report.
       注:

       Leave the Flag attribute unmapped.
   12. Select Next.
   13. In the Review step, verify that the import file activity configuration is correct and then select Finish.
9. Select Save.
10. In the dialog box, fill in the fields.

    表 : 12. Save Automation dialog box

    Field	Description
    Name	Name of the automation.
    Description	Description of the automation.
    External Key	Optional key that uniquely identifies the automation.
    Location	Location in which you want to save the automation.

11. Select Save.
12. In the Starting Source section of the workflow canvas, select Active.
13. In the Activate Schedule Confirmation dialog box, select Activate to activate the automation schedule.

Retrieve Contacts Counts report data manually

After you create the Contacts Counts report, data extension, and automation, you can retrieve report data between your scheduled report and automation jobs by running these jobs manually.

始める前に

Salesforce Marketing Cloud Role required: admin

このタスクについて

Your Salesforce Marketing Cloud instance runs the report and automation jobs automatically based on the schedules that you define. If you want to retrieve Contacts Counts report data before the next scheduled report and automation jobs, you can run these jobs manually.

手順

1. Run your Contacts Counts report.
   1. On the page header of your Salesforce Marketing Cloud instance, hover the Salesforce icon to display the list of available Salesforce Marketing Cloud applications.
   2. Select the Analytics Builder app icon and then select Reports.
      The Reports app overview opens.
   3. From your list of reports, select the Contacts Counts report that you created in Create a Contacts Counts report in Salesforce Marketing Cloud.
   4. Select Run.
      Your Salesforce Marketing Cloud instance generates the report and displays the results on the Results: <report-name> page.
   5. On the Results: <report-name> page, select the Download Results icon ().
   6. In the dialog box, fill in the fields.

      表 : 13. Download Results dialog box

      Field	Description
      Filename	The file name of the report, excluding the file extension.
      Report Source	Source of the report. This field is automatically set to Contacts Counts.
      Format	File type and file extension in which you want to receive the report results. Select Data File (.csv).

   7. Select Save.
   8. Save the file in your system.
2. Import the file in your Data Extension.
   1. On the page header of your Salesforce Marketing Cloud instance, hover the Salesforce icon to display the list of available Salesforce Marketing Cloud applications.
   2. Select the Audience Builder app icon and then select Contact Builder.
   3. Open the recently created Data Extension that you created while creating a data extension for your Contacts Counts report.
   4. Select Import.
   5. In the Import Data Confirmation dialog box, select Import into Data Extension and then select Ok.
   6. In the Import into Data Extension step, choose the file that you downloaded in the previous Step 1.
   7. Select Delimiter as comma.
   8. Select Import Type as Add and Update.
   9. Select Import options as Skip rows in the import file with bad data.
   10. Select Next.
   11. In the Configure mapping dialog box, select Map Manually.
   12. Match the available data extension columns with the imported report columns and leave the Flag column empty.
   13. Select Next.
   14. In the Review and create dialog box, enter the email id on which you want notification when import completes and select Finish.
   15. In the Run Confirmation dialog box, select Done.

タスクの結果

The latest Contacts Counts report data is imported into the data extension.

Create a Salesforce Marketing Cloud integration profile using OAuth 2.0

Create a Salesforce Marketing Cloud integration profile by using OAuth 2.0 to track software subscriptions and optimize stale licenses for the Salesforce Marketing Cloud service.

始める前に

To create a Salesforce Marketing Cloud integration profile, request the Software Asset Management - SaaS License Management plugin (sn_sam_saas_int) from the ServiceNow Store.

ヒント:

To avoid incurring additional subscription costs, install the plugin and build the integration on a non-production instance.

ServiceNow Role required: sam_integrator

Salesforce Marketing Cloud Role required: sn_sforce_mc_spoke.Salesforce Marketing Cloud Admin

重要:

You must select the Software Asset Management integration with Salesforce Marketing Cloud check box for this integration while installing optional features on the Application Manager page. For more information about choosing the required SaaS applications, see Request SaaS License Management.

このタスクについて

If you’re using Software Asset Workspace, the option to create the Salesforce Marketing Cloud integration profile in Core UI is inactive.

手順

1. Navigate to the integration profile.

   Interface	Action
   Core UI	Navigate to All > Software Asset > SaaS License > Direct Integration Profiles. Select New. Select Salesforce Marketing Cloud Integration Profile.
   Software Asset Workspace	Navigate to License operations > User Subscriptions > Direct integration profiles. Select New. Select Salesforce Marketing Cloud from the drop-down list. Select Continue.

2. On the form, fill in the fields.

   表 : 14. Integration Profile form

   Field	Description
   Display name	Name of the integration profile. For example, Salesforce Marketing Cloud integration profile.
   Authentication type	Type of authentication to access Salesforce Marketing Cloud APIs. Basic Auth OAuth 2.0: Select this value. 注: For a new Salesforce Marketing Cloud profile, the authentication type is set to Basic Auth by default.
   Status	Status of the integration profile. If you have not published the integration profile, this field is automatically set to Draft. If you have already published the integration profile, this field is automatically set to Published.
   Profile type	Type of integration profile. This value is automatically set to Salesforce Marketing Cloud Subscription.

3. Review the required user roles or API permissions specified in the Vendor configuration field for each process to minimize security risks and optimize SaaS licenses.
   注:

   For more information, see Minimal user permissions table.
   1. In the Download Subscription Subflow section, verify that the Subflow field is set to Salesforce Marketing Cloud Download Subscriptions.
      注:

      The Download subscriptions check box is selected by default and you can't clear it.
   2. In the Reclaim Subscription Subflow section, verify that the Subflow field is set to Salesforce Marketing Cloud Reclaim Subscription.
      注:

      The Reclaim subscriptions check box is selected by default. If you don't want to reclaim subscriptions, you can clear this check box. If you clear it, the removal candidates are created but the reclaim subscription subflow isn't triggered or the reclamation process isn't initiated.
   3. In the Download Consumption Subflow section, verify that the Subflow field is set to Salesforce Marketing Cloud Download Contacts Consumption.
4. In the Integration Attributes section, add or remove the attributes based on your requirements.
   The name-value attributes such as Count Date, Contacts, Email Contacts, and Mobile Contacts are automatically populated for the integration profile.

   注:

   The attribute name must match the report column header in Salesforce Marketing Cloud instance. For more information, see Create a data extension for your Contacts Counts report.
5. Select Save.
   Your ServiceNow instance creates a draft integration profile.

   The Connection & Credential field appears and is automatically set to sn_sforce_mc_spoke.SalesforceMarketingCloudSOAPConnection.

6. Open the connection & credential aliases record by selecting the preview icon () next to the Connection & Credential field and then selecting Open Record in the record preview.
7. On the Connection & Credential Aliases form, select the Create New Connection & Credential related link.
8. In the dialog box, fill in the fields.

   表 : 15. Create Connection and Credential dialog box

   Field	Description
   Connection Information
   Connection Name	Name of the connection. For example, SFMC SOAP Connection.
   SOAP Connection URL	URL of your SOAP Connection endpoint. Enter https://<subdomain>.soap.marketingcloudapis.com/Service.asmx, where <subdomain> is your Salesforce Marketing Cloud subdomain.
   Credential Information
   OAuth Client ID	Client ID that you generated while creating a Salesforce Marketing Cloud OAuth credential.
   OAuth Client Secret	Client Secret that you retrieved while creating a Salesforce Marketing Cloud OAuth credential.
   OAuth Redirect URL	https://<instance_name>/oauth_redirect.do, where the instance name is the name of your ServiceNow instance.
   Additional information used for post processing
   Contacts Counts Data Extension	Name of the data extension that you want to retrieve Contacts Counts report data from. This name must exactly match the name of the data extension that you created in Create a data extension for your Contacts Counts report.

9. Select Create and Get OAuth Token.
   注:

   For the role required to perform this step, refer to the Minimal user permissions table.
10. Select Save.
11. On the integration profile form, select Validate Connection to verify the connection and credential details of this integration.
    Validating the connection verifies the Download Subscriptions and Download Consumption APIs, but not the Reclaim Subscriptions APIs.
12. After the connection is verified, select Publish.

次のタスク

After the integration connects, your ServiceNow instance automatically creates software models, reclamation rules, and software subscriptions that are refreshed daily.

After creating an integration profile, view information about the profile in the Software Asset Workspace by navigating to License operations > User subscription > Direct integration profiles. You can select an integration profile to view the following related lists. If all of the following related lists aren't visible for an integration profile in the default view, you can select the custom integration view from the Details tab:

• Software Models
• Unrecognized Subscription Identifiers
• Scheduled Jobs
• Scheduled Job Results
• Software Subscriptions
• Subscription Identifier Exclusion Rule
• Subscription User Exclusion Rule

After creating an integration profile, you can define subscription exclusion rules to keep certain subscriptions from license cost calculations. For more information, see Subscription exclusions for SaaS and SSO applications.

If you want to set up multiple integration profiles with unique connections, create child aliases to manage different configurations and settings for each integration profile. For more information, see Create a child alias to set up multiple integration profiles.

Review all automatically generated reclamation rules to reclaim user subscriptions. For more information, see Review a software reclamation rule.

Create software entitlements for the automatically generated software models to track used software against owned software.

• For more information on creating software entitlements in the Software Asset Management Core UI, see Create entitlements in Software Asset Management classic.
• For more information on creating software entitlements in the Software Asset Workspace, see Create entitlements in workspace.
• For more information on creating software entitlements using the Software Asset Management Playbook, see Create entitlements using the guided walk-through.

Reconciliation also runs on your subscriptions as a scheduled job or on-demand. You can view your reconciliation results in the License Workbench (Software Asset Management classic application) or the License usage view (Software Asset Workspace). Use these results to determine your license compliance position and to remediate any non-compliance.

• For more information on running reconciliation in the Software Asset Management classic application, see Run software reconciliation in Software Asset Management classic.
• For more information on running reconciliation in the Software Asset Workspace, see Run software reconciliation in the workspace.

Create additional Salesforce Marketing Cloud integration profiles

Create an integration profile for each additional Salesforce Marketing Cloud that you want to track software subscriptions and optimize licensing for.

始める前に

To create a Salesforce Marketing Cloud integration profile, request the Software Asset Management - SaaS License Management plugin (sn_sam_saas_int) from the ServiceNow Store

Role required: sam_integrator

Salesforce Marketing Cloud Role required: sn_sforce_mc_spoke.Salesforce Marketing Cloud Admin

重要:

You must select the Software Asset Management integration with Salesforce Marketing Cloud check box for this integration while installing optional features on the Application Manager page. For more information about choosing the required SaaS applications, see Request SaaS License Management.

このタスクについて

If you’re using Software Asset Workspace, the option to create the Salesforce Marketing Cloud integration profile in Core UI is inactive.

手順

1. Navigate to the integration profile.

   Interface	Action
   Core UI	Navigate to All > Software Asset > SaaS License > Direct Integration Profiles. Select New. Select Salesforce Marketing Cloud Integration Profile.
   Software Asset Workspace	Navigate to License operations > User Subscriptions > Direct integration profiles. Select New. Select Salesforce Marketing Cloud from the drop-down list. Select Continue.

2. On the form, fill in the fields.

   表 : 16. Integration Profile form

   Field	Description
   Display name	Name of the integration profile. For example, Salesforce Marketing Cloud integration profile.
   Authentication type	Type of authentication to access Salesforce Marketing Cloud APIs. Basic Auth OAuth 2.0: Select this value. 注: For a new Salesforce Marketing Cloud profile, the authentication type is set to Basic Auth by default.
   Status	Status of the integration profile. If you have not published the integration profile, this field is automatically set to Draft. If you have already published the integration profile, this field is automatically set to Published.
   Profile type	Type of integration profile. This value is automatically set to Salesforce Marketing Cloud Subscription.

3. Review the required user roles or API permissions specified in the Vendor configuration field for each process to minimize security risks and optimize SaaS licenses.
   注:

   For more information, see Minimal user permissions table.
   1. In the Download Subscription Subflow section, verify that the Subflow field is set to Salesforce Marketing Cloud Download Subscriptions.
      注:

      The Download subscriptions check box is selected by default and you can't clear it.
   2. In the Reclaim Subscription Subflow section, verify that the Subflow field is set to Salesforce Marketing Cloud Reclaim Subscription.
      注:

      The Reclaim subscriptions check box is selected by default. If you don't want to reclaim subscriptions, you can clear this check box. If you clear it, the removal candidates are created but the reclaim subscription subflow isn't triggered or the reclamation process isn't initiated.
   3. In the Download Consumption Subflow section, verify that the Subflow field is set to Salesforce Marketing Cloud Download Contacts Consumption.
      The Download Consumption check box is selected by default. If you don't want to download the license consumptions, you can clear this check box.
4. In the Integration Attributes section, add or remove the attributes based on your requirements.
   The name-value attributes such as Count Date, Contacts, Email Contacts, and Mobile Contacts are automatically populated for the integration profile.

   注:

   The attribute name must match the report column header in Salesforce Marketing Cloud instance. For more information, see Create a data extension for your Contacts Counts report.
5. Select Save.
   Your ServiceNow instance creates a draft integration profile.

   The Connection & Credential field appears and is automatically set to sn_sforce_mc_spoke.SalesforceMarketingCloudSOAPConnection.

6. Select the preview icon () next to the Connection & Credential field to open the connection & credential aliases record.
7. Select Open Record in the record preview.
8. On the Connection & Credential Aliases form, create a child alias that can uniquely identify the connection and credentials for this integration profile.
   The first Salesforce Marketing Cloud integration profile that you create uses the default (parent) connection and credential alias for Salesforce. Each additional Salesforce Marketing Cloud integration profile that you create requires a unique child alias that helps differentiate the connection and credentials between each integration profile.
   1. Select the link under Child Aliases > Parentalias=*** to add child aliases.
   2. Select New.
      The Connection & Credential Aliases form for the child alias opens.
   3. Enter a name for the child alias in the Name field.
   4. Right-click the form header and then select Save.
   5. After the form reloads, select the Create New Connection & Credential related link.
9. In the dialog box, fill in the fields.

   表 : 17. Create Connection and Credential dialog box

   Field	Description
   Connection Information
   Connection Name	Name of the connection. For example, SFMC SOAP Connection.
   SOAP Connection URL	URL of your SOAP Connection endpoint. Enter https://<subdomain>.soap.marketingcloudapis.com/Service.asmx, where <subdomain> is your Salesforce Marketing Cloud subdomain.
   Credential Information
   OAuth Client ID	Client ID that you generated while creating a Salesforce Marketing Cloud OAuth credential.
   OAuth Client Secret	Client Secret that you retrieved while creating a Salesforce Marketing Cloud OAuth credential.
   OAuth Redirect URL	https://<instance_name>/oauth_redirect.do, where the instance name is the name of your ServiceNow instance.
   Additional information used for post processing
   Contacts Counts Data Extension	Name of the data extension that you want to retrieve Contacts Counts report data from. This name must exactly match the name of the data extension that you created in Create a data extension for your Contacts Counts report.

10. Select Create and Get OAuth Token.
    注:

    For the role required to perform this step, refer to the Minimal user permissions table.
11. On the integration profile form, select Validate Connection to verify the connection and credential details of this integration.
    Validating the connection verifies the Download Subscriptions and Download Consumption APIs, but not the Reclaim Subscriptions APIs.
12. After the connection is verified, select Publish.

次のタスク

After the integration connects, your ServiceNow instance automatically creates software models, reclamation rules, and software subscriptions that are refreshed daily.

After creating an integration profile, view information about the profile in the Software Asset Workspace by navigating to License operations > User subscription > Direct integration profiles. You can select an integration profile to view the following related lists. If all of the following related lists aren't visible for an integration profile in the default view, you can select the custom integration view from the Details tab:

• Software Models
• Unrecognized Subscription Identifiers
• Scheduled Jobs
• Scheduled Job Results
• Software Subscriptions
• Subscription Identifier Exclusion Rule
• Subscription User Exclusion Rule

After creating an integration profile, you can define subscription exclusion rules to keep certain subscriptions from license cost calculations. For more information, see Subscription exclusions for SaaS and SSO applications.

If you want to set up multiple integration profiles with unique connections, create child aliases to manage different configurations and settings for each integration profile. For more information, see Create a child alias to set up multiple integration profiles.

Review all automatically generated reclamation rules to reclaim user subscriptions. For more information, see Review a software reclamation rule.

Create software entitlements for the automatically generated software models to track used software against owned software.

• For more information on creating software entitlements in the Software Asset Management Core UI, see Create entitlements in Software Asset Management classic.
• For more information on creating software entitlements in the Software Asset Workspace, see Create entitlements in workspace.
• For more information on creating software entitlements using the Software Asset Management Playbook, see Create entitlements using the guided walk-through.

Reconciliation also runs on your subscriptions as a scheduled job or on-demand. You can view your reconciliation results in the License Workbench (Software Asset Management classic application) or the License usage view (Software Asset Workspace). Use these results to determine your license compliance position and to remediate any non-compliance.

• For more information on running reconciliation in the Software Asset Management classic application, see Run software reconciliation in Software Asset Management classic.
• For more information on running reconciliation in the Software Asset Workspace, see Run software reconciliation in the workspace.