Skip to main content
Sign in

Creating an extended integration for Salesforce Marketing Cloud Intelligence (formerly Datorama) users

  • November 13, 2024 14:07
  • Updated

Integrate Salesforce Intelligence with Oomnitza to gain visibility of users and SaaS user information.

Sync key information such as personal details and users' role with Oomnitza. To monitor SaaS usage, use the integration point to retrieve SaaS roles and last activity. You can also use the integration point to create a data-hygiene workflow to deactivate the SaaS records in Oomnitza that were removed from the SaaS application. Then, you can deactivate the users in Oomnitza.

Information

For information on adding your credentials to Oomnitza, see Adding your Salesforce Intelligence (formerly Datorama) credentials to Oomnitza. 

You'll need to supply your Account ID to run the integration. 

Creating a user integration

  1. In Oomnitza, click Configuration > Integrations > Overview.
  2. Click Block view block_view.PNG.
  3. On the Integrations page, scroll down to the Extended section for user integrations.
  4. Click NEW INTEGRATION.
  5. In the sidebar, search for the integration.
  6. Click ADD.

Integration details overview

More information is provided about the following fields to help you complete the integration:

  • User only. Add user records.
  • User plus SaaS user. Add user and SaaS user records. 

The benefit of adding SaaS user records is that you can run a workflow to validate the status and activity of SaaS users and retrieve information such as the role of the SaaS user. The information that can be retrieved depends on whether SaaS user workflows are available for the integration. 

Installation types

  • Cloud. Store credentials in the Oomnitza cloud.
  • Local. Store credentials locally. If you want to sync Oomnitza with vendor applications that require AWS or OAUTH authentication, select cloud as the type of installation. Local installations don't support AWS and OAuth authentication. 

Integration preferences

  • Create & Update. Add and update records.
  • Create only. Add records.
  • Update only. Update records.

Editing the integration details

  1. Click Edit edit_black_pencil_icon.svg.
  2. Make your changes.

Editing the credential details

If you selected Cloud as the installation type, choose one of the following options:

  • Select the credentials that were created for the integration.
  • Edit the credentials that were created for the integration.
  • Create new credentials

Scheduling the integration

By default, data is synced once every day. Change the interval or the time so that the data is streamed when your system isn't busy.

  1. Click Edit edit_black_pencil_icon.svg.
  2. Make and save your changes.

Mapping fields to Oomnitza

To map the fields to Oomnitza, click Edit edit_black_pencil_icon.svg.

 cog_red_dot_small_icon.svg Selecting Edit integration to add rules for syncing data. small_blue_link.svg Filtering integration results.  
 

You can add new fields to your integration by selecting Add new field  add_grey_rectangel_icon.svg on the mapping page. 
small_blue_link.svg Creating custom API fields. 

Creating custom mappings

Map the Salesforce Intelligence fields to Oomnitza fields and create custom mappings to get the user information that you need.

To take advantage of workflows, ensure you map the following fields to Oomnitza:

Complete the following actions:

  1. Click Smart Mapping to automatically detect appropriate mapping fields. Values from the integration can also be dragged to the appropriate field on the Oomnitza side, or selected from the integration field dropdown.
  2. You have the option to create custom mappings. To do this, complete these steps:
    1. Click the down arrow on the field you want to map to Oomnitza.
    2. Select Add new Oomnitza field.
    3. Change the name of the new field.
    4. Select the Unique checkbox, if the field is a unique value, such as an ID.
    5. Click CREATE. 
  3. Ensure that the Email is mapped to the
    1. Username field on the Oomnitza side (required for integration).
    2. Email field on the Oomnitza side (required for integration).
  4. Select the Role field on the Oomnitza mapping side.
  5. Choose a suitable role from the list (a defined role is necessary for the integration)
  6. Assign a sync key to a unique field, such as the Email.
  7. Click UPDATE.

Standard Salesforce to Oomnitza mappings

The following Salesforce fields can be mapped to Oomnitza: 

ID
Role
Email
Active
UI Theme
Last Name
Account ID
First Name
Home Screen
Account Name
Permissions
Last Login Date
Goals Accessible
Current Account ID
Send Welcome Email
All Reports Allowed
Current Account Name
Manage Account Users
Subscribe Release Notes
Manage Workspace Data Streams
Public Dashboards Accessible
View Unpublished Pages Enabled
Two Factor Authentication Enabled
Alerts On Failed Data Streams Enabled
Connector Sync Time

Ensure that you select one of the fields as the Sync Key such as the email address of the user. 

Launching the integration

Your integration is in Draft mode until the required mandatory fields are added. When added, click Launch to activate your integration. 

small_blue_link.svg If you selected Cloud as the installation type when creating the integration, see Running an extended integration

small_blue_link.svg If you selected Local as the installation type when creating the integration, see Running an extended integration locally.

Viewing data ingested by Oomnitza

Viewing ingested asset data

For asset integrations, click Hardware. If the asset integration also ingests software data, click Software.

Viewing ingested user data

For user integrations, click People. If you chose the option to ingest User and SaaS user data, click Software > SaaS, click the SaaS app, and then click the Users tab. 

Related Links

Related articles

Comments

0 comments

Please sign in to leave a comment.