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CRM / Marketing · Two-way sync platform

Gladly and Salesforce Marketing Cloud integration

Plan how Gladly and Salesforce Marketing Cloud should share data across your business. Work with Stacksync engineers on record mapping, system access, and the requirements for running the integration.

  • Scope your workflow with an integration engineer
  • Review the systems, records, and updates you need

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Proposed workflow

Plan the customer lifecycle across Gladly and Salesforce Marketing Cloud

This is an evaluation scenario; connector and operation support require confirmation.

Starting eventA customer-facing change in Gladly needs operational context in Salesforce Marketing Cloud.

  1. Select the relevant Conversations or Conversation items records and identify whether the downstream relationship is a person, a company, a deal, or a reporting row.

  2. Define which lifecycle transitions are informative and which should request a downstream action. Keep conversion and merge history connected to stable IDs.

  3. Choose a representative reopened deal, changed contact identity, or reassigned account to test the handoff before expanding.

What to verifyThe relationship survives a lifecycle change without creating a duplicate customer or triggering an unintended business action.

Review records and field ownership

Proposed record relationships

Records to connect

Use these examples to define record matching and field ownership for your technical review.

Download the mapping worksheet

CSV · No email required

Start with one Gladly record and the result you want in Salesforce Marketing Cloud: a report, a linked record, or an approved action. The listed record types do not identify a direct match, so define that relationship with your integration team before mapping fields.

Record coverage to review

Use documented coverage where available. Catalog record types are starting points for review and do not confirm Stacksync support.

Gladly

Connection and object support require review

Record types to review with Stacksync

Record typesCoverage and requirements
  • Customer profiles
  • Conversations
  • Conversation items
  • Agents
  • Topics
  • Tasks
Confirm support for this record type and the direction you need.

Discuss Gladly requirements

Salesforce Marketing Cloud

Connection and object support require review

Record types to review with Stacksync

Record typesCoverage and requirements
  • Data Extensions
  • Contacts / Subscribers
  • Journeys (Journey Builder)
  • Content Assets (Content Builder)
  • Automations (Automation Studio)
  • Tracking Events
Confirm support for this record type and the direction you need.

Discuss Salesforce Marketing Cloud requirements

Connection essentials

Confirm Stacksync support and account requirements for undocumented connections. Interface information alone does not establish connector availability.

View setup requirements and limits
Connection requirementGladlySalesforce Marketing Cloud
Integration interfaceREST APITwo APIs on tenant-specific endpoints: a REST API (JSON over HTTPS) for Data Extensions, Journeys, Contacts, Content Builder, and Automations, plus a legacy SOAP API (ExactTarget WSDL) for tracking events and bulk Retrieve.
AuthenticationConfirm the credentials, API plan, and permissions required for Gladly.Confirm the credentials, API plan, and permissions required for Salesforce Marketing Cloud.
Change detectionConfirm how Stacksync detects changes for this connector and the objects you need.Confirm how Stacksync detects changes for this connector and the objects you need.
Read accessConfirm with StacksyncConfirm with Stacksync
Write accessConfirm with StacksyncConfirm with Stacksync

Enterprise controls

Security and control for your integrations

Explore security controls

Compliance and data transfers

As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.

  • SOC 2 Type II
  • ISO 27001
  • HIPAA BAA
  • GDPR
  • CCPA
  • DPF US-EU-UK-CH

SSO & SCIM

Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.

Alerts

Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.

Secure connection options

Record-level recovery

Inspect sync errors and use retry and revert controls to resolve failed updates.

Read the recovery guide

Implementation

Technical reference

Review setup, record relationships, testing, and recovery for your implementation.

Authentication, permissions and API limits

Connection requirements and limits

Gladly
Integration interface
REST API
Authentication
Confirm the credentials, API plan, and permissions required for Gladly.
Change detection
Confirm how Stacksync detects changes for this connector and the objects you need.
Read access
Confirm with Stacksync
Write access
Confirm with Stacksync
Setup requirements
  • Identify the Gladly account, edition, environment, and business objects the integration must access.
  • Confirm a Stacksync connector or implementation path for Gladly, including read/write support, authentication, and initial-load limits.
Limitations to check
  • Confirm Stacksync support for Gladly and the record types your workflow needs.
  • Review write-back, deletion handling, update timing, and account limits with the integration team.
Salesforce Marketing Cloud
Integration interface
Two APIs on tenant-specific endpoints: a REST API (JSON over HTTPS) for Data Extensions, Journeys, Contacts, Content Builder, and Automations, plus a legacy SOAP API (ExactTarget WSDL) for tracking events and bulk Retrieve.
Authentication
Confirm the credentials, API plan, and permissions required for Salesforce Marketing Cloud.
Change detection
Confirm how Stacksync detects changes for this connector and the objects you need.
Read access
Confirm with Stacksync
Write access
Confirm with Stacksync
Setup requirements
  • Identify the Salesforce Marketing Cloud account, edition, environment, and business objects the integration must access.
  • Confirm a Stacksync connector or implementation path for Salesforce Marketing Cloud, including read/write support, authentication, and initial-load limits.
Limitations to check
  • Confirm Stacksync support for Salesforce Marketing Cloud and the record types your workflow needs.
  • Review write-back, deletion handling, update timing, and account limits with the integration team.

Prepare Gladly and Salesforce Marketing Cloud access

Set up both accounts before testing the mapping. Use test records where available, and identify the account administrator who can approve access and help resolve setup errors.

Gladly setup checklist
  • Identify the Gladly account, edition, environment, and business objects the integration must access.
  • Confirm a Stacksync connector or implementation path for Gladly, including read/write support, authentication, and initial-load limits.
Salesforce Marketing Cloud setup checklist
  • Identify the Salesforce Marketing Cloud account, edition, environment, and business objects the integration must access.
  • Confirm a Stacksync connector or implementation path for Salesforce Marketing Cloud, including read/write support, authentication, and initial-load limits.
Prepare to go live

Record the fields each system can update, the first-load cutoff, both record IDs, the expected update delay, and who handles errors. Complete the tests before production before expanding to more records.

Use the Gladly and Salesforce Marketing Cloud planning worksheet to capture these decisions. Record the access owner in the worksheet and enter credentials only in the connection setup.

Talk to an engineer · Review current pricing

Record identity and field ownership

Use these data-model references to describe the records your connection needs. They are planning examples; connector availability and supported operations must be established before implementation.

Download the mapping worksheet · CSV, no email required

Start with one Gladly record and the result you want in Salesforce Marketing Cloud: a report, a linked record, or an approved action. The listed record types do not identify a direct match, so define that relationship with your integration team before mapping fields.

Compare integration approaches

Choose a method around one example record and the update your business needs. Define how the Gladly source record should appear or trigger work in Salesforce Marketing Cloud. Compare ongoing sync, a custom workflow, and a scheduled export against that requirement.

Stacksync managed sync

Best fit
Review compatibility with a Stacksync engineer using an example of the records and updates you need.
Operating responsibility
Fits ongoing record synchronization when the required operations are supported. Add workflow steps for approvals or business actions that go beyond copying fields.
Before you choose
Provide your table or object schemas and one example update; confirm the supported keys, fields, and direction.

Native vendor integration

Best fit
A vendor-built integration may fit if it supports your Gladly and Salesforce Marketing Cloud record types.
Operating responsibility
Can reduce setup for a supported workflow. You may need another method for records or business steps it does not cover.
Before you choose
First check whether either vendor offers this integration. If available, verify your record types, update direction, account tier, and related-record handling.

Custom API or workflow

Best fit
Consider when Gladly and Salesforce Marketing Cloud need a transformation, approval, or action outside a direct record sync.
Operating responsibility
Provides control over business steps; the team owns credentials, version changes, error queues, and reconciliation.
Before you choose
Verify endpoint permissions, pagination, quotas, duplicate detection, and failure recovery.

File or scheduled snapshot

Best fit
Consider for a one-time Gladly / Salesforce Marketing Cloud migration or a reporting need with an explicit freshness window.
Operating responsibility
Can simplify a bounded transfer; later changes and deletion history require another extraction or a separately designed incremental process.
Before you choose
Record the extraction cutoff, source IDs, encoding, date/number formats, and reconciliation totals.

Workflow scenarios and expected results

Plan the customer lifecycle across Gladly and Salesforce Marketing Cloud

This is an evaluation scenario; connector and operation support require confirmation.

Starting event: A customer-facing change in Gladly needs operational context in Salesforce Marketing Cloud.

  1. Select the relevant Conversations or Conversation items records and identify whether the downstream relationship is a person, a company, a deal, or a reporting row.
  2. Define which lifecycle transitions are informative and which should request a downstream action. Keep conversion and merge history connected to stable IDs.
  3. Choose a representative reopened deal, changed contact identity, or reassigned account to test the handoff before expanding.

Expected result: The relationship survives a lifecycle change without creating a duplicate customer or triggering an unintended business action.

If it fails: Inspect merge/conversion history and existing destination records before replaying a lifecycle transition.

Initial load and acceptance testing

Keep both record IDs with the expected and actual result. Reconcile the same filters and time window in each system.

Direction and permissions

Test case

Bring an example source record and the intended destination operation to the compatibility review. Confirm the supported route before granting write access.

Expected result

Only an approved, supported direction and permitted fields are written.

Freshness and reconciliation

Test case

Measure source and destination times for the selected records under normal load and a burst. Reconcile IDs and values using the same filters and cutoff.

Expected result

The process meets its agreed freshness target and reconciliation has no unexplained differences.

Failed updates, retries and recovery

Start with the failed record and the destination error, then inspect the source value, field requirements, and access.

A record type or update is unavailable

Investigate

Check the Gladly and Salesforce Marketing Cloud connector guides, account permissions, and any operations marked On Request.

Next action

Ask the integration team to confirm a supported way to handle that record. Verify whether it needs connector configuration or a separate workflow step.

Source and destination disagree after a retry

Investigate

Compare current source values, destination validation, identity mappings, and any side effects already completed.

Next action

Stacksync issue retry reads the current source state. Decide the intended state before retrying or reverting; reconcile downstream effects separately.

Read the Stacksync issues dashboard guide for retry and revert behavior.

Change detection and update delivery

How updates move between Gladly and Salesforce Marketing Cloud

See how each system detects changes and which updates the other system can receive. Each direction has its own permissions and record requirements.

Gladly Salesforce Marketing Cloud Direction requires confirmation

Detect changesConfirm how Stacksync detects changes for this connector and the objects you need.

Apply updatesConfirm that Stacksync can create or update the records you need in Salesforce Marketing Cloud.

Salesforce Marketing Cloud Gladly Direction requires confirmation

Detect changesConfirm how Stacksync detects changes for this connector and the objects you need.

Apply updatesConfirm that Stacksync can create or update the records you need in Gladly.

Update timing and record limits
  • Measure initial-load and ongoing-change latency separately. Source detection, selected objects, account limits, and destination validation determine the observed delay.
  • Review write-back, deletion handling, update timing, and account limits with the integration team.
  • Review write-back, deletion handling, update timing, and account limits with the integration team.
FAQ

Gladly and Salesforce Marketing Cloud integration FAQ

Next step

Plan your integration with an engineer

Walk through your Gladly and Salesforce Marketing Cloud records, field mappings, and requirements with an integration engineer.