Salesforce Marketing Cloud connection

To create a connection between Salesforce Marketing Cloud and Data Integration, follow the instructions below to ensure proper setup and integration.

info

• The Salesforce API only retrieves data for one business unit account at a time. If you have multiple business units, you must create separate connectors for each one.
• When setting up the installed package, ensure you log in to the specific business unit. Data synchronization is only possible for the parent account and the business unit to which you are currently logged in.

Prerequisites

To successfully connect to Salesforce Marketing Cloud, you need Client ID, Client Secret, and Subdomain from the Components section of your Salesforce package details page.

Accessing Client ID, Client Secret, and Subdomain details

1. Log in to your Salesforce Marketing Cloud account.
2. Click your username from the top right-hand corner and select Setup.
3. Navigate to Platform Tools > Apps > Installed Packages from the menu.
4. Click New to create a new package.
5. Enter a name for the package and click Save.
6. Select your newly created package from the list to access its detail page.
7. In the Components section, click Add Component.
8. Choose API Integration as the component type, and click Next.
9. Select Server-to-Server as the integration type.
10. Grant read permissions for the following areas:
    • Email: Management and sending of email messages.
    • OTT: Management and sending of chat messages.
    • Push: Management and sending of push messages.
    • SMS: Management and sending of SMS messages.
11. Click Save.

After creating the new component, you are redirected to the package details page, where you can find your Client ID, Client Secret, and Subdomain.

note

• The Subdomain is a 28-character string starting with "mc," which creates unique API endpoints for your Salesforce tenant. For example, in the URL https://mcji-mytrd315426o-8o2de-8hi7.auth.marketingcloudapis.com/, the subdomain is highlighted in bold.
• Ensure that your Salesforce Marketing Cloud account has read permissions for API access; the connection does not work without this permission. To learn more about API integration permission scopes, refer to Salesforce documentation.

Establishing a connection

Procedure

1. Navigate to the Data Integration Account.

2. Click Connections and select + New Connection.

3. Choose **Salesforce Marketing Cloud **.

4. Enter the Connection Name.

   • Enter the Connection Name.
   • Provide your Client ID, Client Secret, and Subdomain.

5. Click Test Connection. Verify that the connection works successfully.