Salesforce Marketing Cloud

Connecting Salesforce Marketing Cloud to Lightbeam

Overview

LightBeam Spectra users can connect various data sources to the LightBeam application and these data sources will be continuously monitored for PII, PHI data. Example: Salesforce Marketing Cloud, Salesforce, Hubspot, ADP, Marketo, etc.

---

Connecting Salesforce Marketing Cloud Data Source

1. Login to your LightBeam Instance.

2. Click on DATASOURCES on the Top Navigation Bar.

3. Click on “Add a data source”.

   

   Click on add Data Source Tab in blue
4. Search for “Salesforce Marketing Cloud”.

   

   Search for Salesforce Marketing CLoud in the search bar
5. Click on the "Salesforce Marketing Cloud" icon.

6. Fill in the details as shown below and click on Next:

   

   Fill in the desired details, Click on NEXT once done.

Basic Information

• Data Source Name: This is the unique name given to any data source.

• Description: This is an optional field needed to describe the use of this data source.

• Primary Owner: The email address of the individual responsible for this data source. In the event of any alerts, notifications will be sent to this address by default

• Entity Creation: LightBeam Spectra detects and associates attributes based on context to identify the individual to whom the data belongs, referred to as an entity. For example, 'Jane Doe' is an entity for whom LightBeam Spectra may have detected attributes such as Name and SSN within a monitored data source

• Location: Location of the data source is indicated here.

• Purpose: It is the purpose of why the data is being collected/processed.

• Stage: Indicates the lifecycle stage of the data source, such as Source, Processing, Archival, and so on.

1. Datasource Configuration:

Provide the credentials as shown below and click on Test Connection.

Click on Test Connection Tab in Green

1. Verify that you get the message “Test Connection Success”.

2. Click on Register.

Now we are ready to browse through onboarded Salesforce Marketing Cloud datasource dashboard.

NOTE: To get the Salesforce Marketing Cloud data source details please check Appendix.

---

Appendix

Steps to Generate Salesforce Marketing Cloud Data Source Credentials

1. Login to https://mc.exacttarget.com/cloud/#app
2. Go to Dashboard-> Profile -> Setup

   

   Click on Setup from the drop down menu
3. In Platform Tools -> Apps -> Installed Packages ( Click on New)

   

   Click on New at the right hand top corner
4. Add Name for your package and Save.

   

   Add name and the desired description, Click on Save tab in Blue
5. Add new component for your package.

   

   Click on Add Component Tab
6. Select API Integration -> Next.

   

   Select API Integrationfrom the list and click on Next Tab in Blue
7. Choose Server-to-Server -> Next

   

   Choose Server-to-server from the list, Click Next
8. Choose the Permissions for API that it can have access to. ( Must select the ones highlighted in Image)

   

   Select the options in the menu
9. Copy Datasource Credentials: Client Id Client Secret Base Domain -> http://*****.auth.marketingcloudapis.com ( value marked as '*' is base domain.)

   

   Enter Credentials
10. Give API access to each Business Units.

    

    Click on the toggle to turn it blue

    

    Click on the toggle to turn it blue

---

About LightBeam

LightBeam automates Privacy, Security, and AI Governance, so businesses can accelerate their growth in new markets. Leveraging generative AI, LightBeam has rapidly gained customers’ trust by pioneering a unique privacy-centric and automation-first approach to security. Unlike siloed solutions, LightBeam ties together sensitive data cataloging, control, and compliance across structured and unstructured data applications providing 360-visibility, redaction, self-service DSRs, and automated ROPA reporting ensuring ultimate protection against ransomware and accidental exposures while meeting data privacy obligations efficiently. LightBeam is on a mission to create a secure privacy-first world helping customers automate compliance against a patchwork of existing and emerging regulations.

For any questions or suggestions, please get in touch with us at: [e-mail].