Connectors
Salesforce Marketing Cloud Analytics
Enabling Agentforce agents to retrieve campaign performance data, analytics, and reporting insights from Marketing Cloud.
The Salesforce Marketing Cloud Analytics Connector for ACP empowers Agentforce agents to access campaign performance data, email analytics, and reporting insights to drive data-driven marketing decisions.
Purpose and Capabilities
This Connector provides tools to interact with Marketing Cloud’s reporting and analytics APIs:
Tool Name | Description | Example Inputs |
---|---|---|
marketing_cloud_get_email_send_summary | Retrieves performance summary for email sends. | send_id , job_id , date_range , metrics_to_include |
marketing_cloud_get_campaign_performance | Gets comprehensive campaign performance metrics. | campaign_id , date_range , metrics_list , segment_breakdown |
marketing_cloud_list_recent_sends | Lists recent email sends with basic performance data. | date_range , limit , send_classification , sort_by |
marketing_cloud_get_top_performing_emails | Retrieves top performing emails based on specified metrics. | metric_type , date_range , limit , campaign_filter |
marketing_cloud_get_email_engagement_data | Gets detailed engagement metrics for specific emails. | email_id , send_id , date_range , engagement_types |
marketing_cloud_get_subscriber_engagement | Retrieves engagement history for specific subscribers. | subscriber_key , email_address , date_range , engagement_types |
marketing_cloud_get_bounce_report | Gets bounce and delivery failure details. | send_id , bounce_types , date_range , include_details |
marketing_cloud_get_unsubscribe_report | Retrieves unsubscribe data and trends. | date_range , list_ids , unsubscribe_reasons , include_demographics |
marketing_cloud_get_click_tracking_data | Gets detailed click tracking and link performance. | send_id , email_id , date_range , link_breakdown |
marketing_cloud_get_open_tracking_data | Retrieves email open tracking and timing data. | send_id , email_id , date_range , device_breakdown |
marketing_cloud_get_journey_performance | Gets performance metrics for Journey Builder journeys. | journey_id , date_range , metrics_list , version_id |
marketing_cloud_get_automation_report | Retrieves execution reports for Automation Studio. | automation_id , date_range , execution_status , include_errors |
marketing_cloud_get_data_extension_stats | Gets usage and growth statistics for Data Extensions. | data_extension_key , date_range , stat_types |
marketing_cloud_get_send_time_optimization | Retrieves send time optimization performance data. | campaign_id , date_range , time_zone , optimization_metrics |
marketing_cloud_export_tracking_data | Exports detailed tracking data for analysis. | send_ids , date_range , data_types , export_format |
Prerequisites
- Marketing Cloud Account: Your organization must have an active Salesforce Marketing Cloud account with Analytics/Intelligence features.
- API Integration:
- An Installed Package must be created in Marketing Cloud Setup with API Integration component.
- Appropriate permissions for Analytics and Reporting data access.
- Required Scopes:
analytics_read
,email_read
,campaigns_read
,tracking_read
- Marketing Cloud Intelligence: Some advanced analytics features may require Marketing Cloud Intelligence license.
- Data Retention: Ensure your Marketing Cloud account has appropriate data retention settings for historical reporting.
Setup Instructions
-
Create Installed Package:
- In Marketing Cloud Setup, go to Apps > Installed Packages.
- Click New and provide package details.
- Add API Integration component with these permissions:
- Email: Read, Write (for email metadata)
- Tracking: Read (for engagement data)
- Analytics: Read (for performance metrics)
- Campaigns: Read (for campaign data)
-
Configure Authentication:
- Note the Client ID and Client Secret from your API Integration.
- Configure OAuth 2.0 authentication flow.
- Obtain access tokens with appropriate scopes.
-
Set Up Data Access:
- Ensure your API user has access to the business units containing the campaigns you want to analyze.
- Configure appropriate folder permissions for email and campaign assets.
-
Test API Access:
- Use the Marketing Cloud REST API to test basic operations.
- Verify you can retrieve email send data and campaign information.
Authentication
The Marketing Cloud Analytics Connector uses OAuth 2.0 authentication:
Available Metrics
Email Performance Metrics
- Delivery Metrics: Sent, Delivered, Bounced, Delivery Rate
- Engagement Metrics: Opens, Clicks, Open Rate, Click Rate, Click-to-Open Rate
- Conversion Metrics: Conversions, Revenue, ROI
- List Growth: Subscribes, Unsubscribes, Net Growth
Campaign Metrics
- Reach: Total Recipients, Unique Recipients
- Engagement: Total Engagement, Engagement Rate
- Performance: Campaign ROI, Cost per Engagement
- Timing: Send Time Performance, Optimal Send Times
Advanced Analytics
- Predictive Analytics: Engagement Scoring, Send Time Optimization
- Segmentation: Performance by Segment, Demographic Breakdown
- Journey Analytics: Journey Performance, Path Analysis
- A/B Testing: Test Results, Statistical Significance
Common Use Cases
- Performance Reporting: Generate automated reports on campaign performance.
- Content Optimization: Identify top-performing email content for reuse.
- Audience Insights: Analyze subscriber engagement patterns and preferences.
- Campaign Planning: Use historical data to optimize future campaigns.
- ROI Analysis: Track and measure marketing campaign return on investment.
- Automated Alerts: Set up notifications for performance thresholds.
Data Freshness and Availability
- Real-time Data: Some metrics are available in near real-time (5-15 minutes delay).
- Historical Data: Historical reporting data is typically available within 2-4 hours.
- Data Retention: Standard retention periods apply (typically 6-12 months for detailed tracking data).
- Aggregated Data: Summary metrics may be available for longer periods.
Rate Limits and Best Practices
- API Limits: Marketing Cloud enforces rate limits (typically 2,500 calls per minute).
- Data Volume: Large data exports may take time to process and should be handled asynchronously.
- Caching: Implement caching for frequently accessed metrics to reduce API calls.
- Batch Requests: Use batch endpoints when available to retrieve multiple metrics efficiently.
- Error Handling: Implement proper retry logic for transient errors and rate limit responses.
Security Considerations
- Data Privacy: Ensure compliance with privacy regulations when accessing subscriber data.
- Access Control: Use principle of least privilege for API access permissions.
- Token Security: Store and rotate OAuth tokens securely.
- Audit Logging: Maintain logs of analytics data access for compliance purposes.
- Data Encryption: Ensure all API communications use HTTPS encryption.