Setting up an authorization to Salesforce Marketing Cloud

This guide explains in detail how to configure the Salesforce Marketing Cloud connector.

Introduction

To connect to Salesforce Marketing Cloud, first you must get the Client ID and Client Secret from your Salesforce Marketing Cloud account.

Prerequisites

Before you read this reference, perform all of the following actions:

• Make sure you can log in to your Salesforce Marketing Cloud account.

• Make sure your account has the Installed Package|Administer permission. For more information on roles and permissions, see the Salesforce Marketing Cloud documentation.

• Perform one of the following steps:

  • Create a package. For more information, see the Salesforce Marketing Cloud documentation.

  • Ensure that a package exists and you can access it.

Getting your Salesforce Marketing Cloud Client ID and Client Secret

To get your Salesforce Marketing Cloud Client ID and Client Secret, follow these steps:

1. Log in to your Salesforce Marketing Cloud account.

2. Click on the name of the package from which you want to collect data.

3. Under Components, click Add Component.

4. In the Add Component window, select API Integration and click Next.

5. In the Add Component window, choose one of the following options for the type of authorization to set up:

   • Web App - Select this option if the package contains a Marketing Cloud app.

   • Server-to-Server - Select this option for API Integrations.

   For more information on the component permission, see the Salesforce Marketing Cloud documentation.

6. Click Next.

7. Select the scope for your API calls, for example, read and write permissions. Make sure you only assign what your package needs. Click Save.

   To collect data using the Query report type, you need to assign both read and write permissions to the Data extensions scope.

8. Once the Component is created, look in the API Integrations section of the page to find the Client ID and Client Secret.

Setting up the authorization to Salesforce Marketing Cloud in Adverity

To authorize Adverity in Salesforce Marketing Cloud, follow these steps:

1. Go to the Choose an Authorization step of the datastream setup. For more information, see Collecting data from Salesforce Marketing Cloud.

2. Click Setup a new Authorization.

3. In Client id, enter the Client ID.

4. In Client secret, enter the Client secret.

5. Click Authorize.

As a result, Salesforce Marketing Cloud is authorized in Adverity and you can continue setting up a datastream.