Salesforce Marketing Cloud reports
and dashboards
Bring your Salesforce Marketing Cloud data into Filament. Create dashboards, build reports and explore your questions in plain English.
Your Salesforce Marketing Cloud data, connected.
Salesforce Marketing Cloud tracks email opens and clicks, but connecting campaign performance to actual revenue and customer lifetime value means juggling your CRM, payment platform, and analytics tools.
Filament links your email engagement data to revenue systems and answers questions about campaign ROI, subscriber value, and channel attribution in plain English.
Data we sync
EMAIL_TABLEExample fields: Campaign id, Subject line
Track email campaign performance with campaign_id, subject_line, send_date, total_sent, and campaign_type to analyze which messaging drives engagement.
campaign_idsubject_linesend_datetotal_sentcampaign_type
SUBSCRIBER_TABLEExample fields: Subscriber key, Email address
Analyze subscriber profiles and attributes with subscriber_key, email_address, subscription_date, subscriber_status, and custom_attributes to understand audience segments.
subscriber_keyemail_addresssubscription_datesubscriber_statuscustom_attributes
OPEN_TABLEExample fields: Subscriber key, Campaign id
Measure email engagement with subscriber_key, campaign_id, open_date, device_type, and email_client to see when and how subscribers interact with campaigns.
subscriber_keycampaign_idopen_datedevice_typeemail_client
CLICK_TABLEExample fields: Subscriber key, Campaign id
Track link clicks and engagement with subscriber_key, campaign_id, click_date, url_id, and link_name to identify which content drives action.
subscriber_keycampaign_idclick_dateurl_idlink_name
BOUNCE_TABLEExample fields: Subscriber key, Campaign id
Monitor deliverability issues with subscriber_key, campaign_id, bounce_date, bounce_type, and bounce_reason to maintain list health.
subscriber_keycampaign_idbounce_datebounce_typebounce_reason
UNSUB_TABLEExample fields: Subscriber key, Campaign id
Track unsubscribe patterns with subscriber_key, campaign_id, unsub_date, list_id, and unsub_reason to understand why subscribers leave.
subscriber_keycampaign_idunsub_datelist_idunsub_reason
LIST_TABLEExample fields: List id, List name
Manage list organization with list_id, list_name, list_type, created_date, and subscriber_count to segment audiences effectively.
list_idlist_namelist_typecreated_datesubscriber_count
SENT_TABLEExample fields: Subscriber key, Campaign id
Record all email sends with subscriber_key, campaign_id, send_date, send_status, and batch_id to track delivery across campaigns.
subscriber_keycampaign_idsend_datesend_statusbatch_id
COMPLAINT_TABLEExample fields: Subscriber key, Campaign id
Track spam complaints with subscriber_key, campaign_id, complaint_date, complaint_type, and email_address to protect sender reputation.
subscriber_keycampaign_idcomplaint_datecomplaint_typeemail_address
Salesforce Marketing Cloud works well with
Google Analytics 4
Connect Salesforce Marketing Cloud email campaigns with GA4 session data to see which email segments drive the most valuable website traffic and conversions.
Stripe
Connect Salesforce Marketing Cloud subscriber engagement with Stripe payment data to identify which email campaigns generate the highest revenue and customer lifetime value.
HubSpot
Connect Salesforce Marketing Cloud email performance with HubSpot CRM data to track how email engagement affects deal progression and sales pipeline velocity.
See the
whole picture.
Filament brings your apps together in a managed warehouse. Build dashboards, share reports and ask questions in plain English.
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Your questions, answered.
How do I connect Salesforce Marketing Cloud?
This connection uses Fivetran.
You need administrator access to the Marketing Cloud business unit you want to connect. Each business unit, including child units, needs its own connection. Mobile and SMS data also require the corresponding MobilePush, Mobile Connect and SMS Channel features.
Create an API integration
- In the correct business unit, open Setup → Platform Tools → Apps → Installed Packages → New. Name and save a package.
- Open it and select Add Component → API Integration → Server-to-Server.
- Grant these package permissions, then save:
| Access | Components |
|---|---|
| Read | Campaign; Documents and Images; Email; Journeys; List and Subscribers; OTT; Push; Saved Content; SMS; Social; Web |
| Read and Write | Data Extensions |
| Read, Write and Execute | Automations |
Copy the Client ID and Client Secret. For an enhanced package, also copy the subdomain from its Authentication Base URI: the YOUR_SUBDOMAIN part of https://YOUR_SUBDOMAIN.auth.marketingcloudapis.com/.
Find your business unit’s Marketing Cloud ID (MID) in Marketing Cloud. Search that MID at Salesforce Status and note the Marketing Cloud (Stack) instance.
Set up SFTP for tracking extracts
Tracking Extracts requires SFTP credentials. You can skip this section if you choose SOAP and do not use SFTP for data extensions.
- Open Setup → Administration → Data Management → FTP Accounts. Note the host and port.
- Select Create User, enter an email address and password, and note the generated FTP username. Choose Password authentication.
- Grant View Files on the root folder. On the Export folder, grant View Files, Download Files and Edit Files. Save the user.
Creating an FTP user can reset the source import location to its default; check any existing imports and automations afterwards.
Complete the Filament connection
- Open Apps and add Salesforce Marketing Cloud.
- Enter the Client ID and Client Secret, and select the Marketing Cloud instance. For an enhanced package, enable Is Enhanced Installed Package and enter its subdomain.
- Choose Tracking Extracts or SOAP as the event sync method. This choice cannot be changed after setup. Choose all events or select the event types to include.
- Set the historical period. If you choose a specific start date, enter it in Historic Sync Limit Date.
- For SFTP, enable Provide SFTP credentials and enter the host, port, username and password from the FTP account. Leave key-pair login off for this password-based setup.
- If shown, choose standardised destination names or original source names before the first sync; source naming is incompatible with Quickstart transformations.
- Select Save & Test. If the test says Data Extension Extract is not enabled, ask Salesforce Marketing Cloud Support to enable it. Once the tests pass, return to Filament and complete setup.
How far back does Filament sync Salesforce Marketing Cloud data?
Filament syncs all historical email campaign data, subscriber records, and engagement metrics from your Salesforce Marketing Cloud account. This includes opens, clicks, bounces, and unsubscribes from past campaigns, so you can analyze year-over-year performance and long-term subscriber trends.
Can I connect multiple Salesforce Marketing Cloud accounts to Filament?
Yes, you can connect multiple Salesforce Marketing Cloud accounts to Filament. This is useful for agencies managing multiple clients or businesses with separate accounts for different brands or regions. Each account's data stays separate, and you can analyze them individually or compare performance across accounts.
Does Filament track Salesforce Marketing Cloud campaign performance in real-time?
Filament syncs your Salesforce Marketing Cloud data regularly throughout the day, so your kpi dashboard and business intelligence reports stay current. Email opens, clicks, and other engagement metrics update automatically, giving you near real-time visibility into campaign performance without manual exports.
Which Salesforce Marketing Cloud KPIs can I track?
Click rate: unique recipients who clicked divided by delivered messages. Bounce rate: bounced messages divided by attempted sends. Unsubscribe rate: unsubscribes divided by delivered messages. Compare the same campaigns and reporting period.