SFMC Asset Relationship Finder

SFMC Asset Relationship Finder is a powerful application designed to help Salesforce Marketing Cloud (SFMC) users easily explore and understand the relationships between various assets such as Data Extensions, Automations, Emails, and Cloud Pages. With a focus on API-driven exploration and relationship mapping, this tool simplifies the complex task of discovering dependencies across your assets within SFMC.

Key Features

• Asset Relationship Discovery: Quickly identifies the relationships between different SFMC assets, including Data Extensions, Automations, Emails, and Cloud Pages.
• Concurrent API Calls: Ensures rapid, simultaneous API interactions, making the application faster and more responsive even when managing multiple asset relationships in real-time.
• Multi-Asset Type Support: Supports searching and relationship mapping for multiple asset types (Data Extensions, Cloud Pages, Emails, Automations).
• Smart Asset Filtering: Filter assets by name or key, and view detailed relationships to other assets within SFMC.
• Efficient Search & Display: Presents asset information in a clear and concise format, including which automations use specific Data Extensions or which Emails reference Cloud Pages and etc.
• API-Based Retrieval: Uses efficient API consumption strategies to retrieve data with minimal overhead, optimizing the interaction with SFMC’s REST and SOAP APIs.
• Enhanced User Interaction: Includes a “View More” feature for long lists of relationships, allowing users to expand or collapse results as needed without overwhelming the dashboard.

Getting Started

This application is developed for Heroku-hosted deployments, complementing Salesforce Marketing Cloud (SFMC) integration.

Salesforce Marketing Cloud Setup

1. Create a Web App package with the necessary permissions below:
   • Email: Read
   • Documents and Images: Read
   • Saved Content: Read
   • Automations: Read
   • Journeys: Read
   • Data Extensions: Read
   • File Locations: Read
2. Set the redirect URI to https://yourherokudomain.herokuapp.com.

For SFMC UI integration:

• Configure the "Login Endpoint" to https://yourherokudomain.herokuapp.com/auth/login and "Logout Endpoint" can point to https://yourherokudomain.herokuapp.com/auth/logout.

Heroku Configuration

After deploying the app via a GitHub repository:

Define the necessary configuration variables within Heroku's settings to match the SFMC package details:

• AUTHORIZATION_URL
• CLIENT_ID
• CLIENT_SECRET
• REDIRECT_URI
• REST_ENDPOINT
• SOAP_ENDPOINT

With these configurations, the app is ready for use.

License

SFMC Asset Relationship Finder is open-sourced under the MIT License. See the LICENSE file for more details.

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