Integration of Salesforce
Marketing Cloud with Amazon S3
Introduction
Industry
Open Source Communities
Products
Salesforce Marketing Cloud
Amazon S3
Capabilities
Build & Implement
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Project Challenges
Project Challenges
The company adds more customers every day and consequently needed an easy way to scale their data storage. The client wants us to implement a system in which they can upload image files and excel files on Amazon S3 bucket from the Marketing cloud’s cloud pages and then get the public URL from S3 back and save that URL in the Marketing cloud. To make this process much progressive and near-real-time, on-demand, we had to link Amazon S3 and Marketing cloud and implementation of:
- Marketing cloud setup for data entry – To manage their marketing activities from Salesforce marketing cloud so they could connect better with their customers. For that, they want to have cloud pages, from where data can be entered in marketing cloud.
- Amazon S3 set up to store data files – To store the image and excel files from marketing cloud’s cloud pages, they want to set up buckets in Amazon S3.
- API callouts from Marketing cloud to Amazon S3 and vice-versa – To store data in Amazon S3, they want API callouts from Marketing cloud to Amazon S3, which will take the data files and save them on Amazon S3 bucket and API callouts from Amazon S3 to Marketing cloud to save the public URL in Marketing cloud.
- Sales Cloud setup – To store the marketing cloud data in Salesforce Sales cloud, they want to have a real time syncing between marketing cloud and sales cloud through journey builder.
Project Solutions
Project Solutions
We implemented the following solution to overcome the above challenges for our client :
- Data Management in Marketing cloud – We created Data Extensions to store the data in Marketing cloud and cloud pages to capture the data from users. On that Cloud page, there were fields to browse for the image and excel files which we need to store at Amazon S3.
- Data Storage in Amazon S3 – We created buckets and stages in Amazon S3 to store the data files. We implemented lambda functions to store data and return the public URL in response to API callout from Marketing cloud.
- Connecting Marketing cloud and Amazon S3 – In the Marketing cloud, we implemented API callout to Amazon S3 using server-side javascript which will send the data files and get the public URL. In Amazon S3, we implemented API callout to Marketing cloud which will store the data in data extension of marketing cloud.
- Sales Cloud Setup – The client then wanted us to store the data in the sales cloud as well. For this, we created a journey that will run periodically and update the data from marketing cloud data extension to sales cloud.
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