Salesforce Marketing Cloud

salesforce marketing cloud is a digital marketing platform that empowers businesses to connect with customers across various channels with the salesforce marketing cloud app in {{product name}} , you can manage the contacts, custom objects, and events in your salesforce marketing cloud account the salesforce marketing cloud app is available on the make enterprise plan requirements to use the salesforce marketing cloud app in {{product name}} , you must have an active salesforce account connect salesforce marketing cloud and {{product name}} to get started, you must first create a connection between salesforce marketing cloud and {{product name}} , allowing the two services to communicate to create the connection, you need to salesforce marketing cloud /#obtain your client credentials in salesforce salesforce marketing cloud /#create the connection in obtain your client credentials in salesforce before you create the connection in {{product name}} , you should first obtain client credentials in your salesforce account to obtain the client credentials log in to your salesforce account in the left sidebar of the setup home page, click apps > app manager in the upper right, click new connected app click create a connected app > continue on the new connected app page, under basic information , fill in the mandatory fields connected app name api name contact email refer to salesforce documentation https //help salesforce com/s/articleview?id=sf connected app create basics htm\&type=5 to learn more about basic settings under api (enable oauth settings) , click enable oauth settings enter the following application details callback url https //www integromat com/oauth/cb/salesforce/ selected oauth scopes manage user data via apis ( api ) perform requests at any time ( refresh token , offline access ) once these scopes are selected, then the refresh token policy can be set to refresh token is valid until revoked require proof key for code exchange (pkce) extension for supported authorization flows must be off require secret for web server flow optional, but on is more secure require secret for refresh token flow optional, but on is more secure enable client credentials flow optional, but off is more secure enable authorization code and credentials flow required enable token exchange flow set up as off enable refresh token rotation set up as off issue json web token (jwt) based access tokens for named users optional introspect all tokens set up as off click save enable the client credentials flow for your connected app on the left sidebar, click apps > app manager find your connected app, click the dropdown arrow, and then select edit under api (enable oauth settings) , select enable client credentials flow when you understand the security risks, accept the warning click save select an execution user for the flow from the connected app detail page, click manage click edit policies under client credentials flow , for run as , click the inspect icon , and find the user that you want to assign the client credentials flow for enterprise edition orgs, select an execution user who has the api only user permission click save on the left sidebar, click apps > app manager , and find your new connected apps click dropdown arrow > view under the api (enable oauth settings) section, click manage consumer details copy your consumer key and consumer secret values and store them in a safe place you'll use this value in the consumer key and consumer secret connection fields in {{product name}} create the connection in {{product name}} once you have your salesforce marketing cloud client credentials, you're ready to create the connection in {{product name}} to create the connection log in to your {{product name}} account, add a salesforce marketing cloud module to your {{scenario singular lowercase}} , and click create a connection optional in the ​​ connection name​​ field, enter a name for the connection in the client id and client secret fields, enter the client credentials you copied from your salesforce account optional switch on ​ show advanced settings ​ and enter your mk url example https // subdomain auth marketingcloudapis com click save if prompted, authenticate your account and confirm access you've successfully created the connection and can now use the salesforce marketing cloud app in your {{scenario plural lowercase}} if you want to make changes to your connection in the future, follow the steps here https //help make com/connect an application#tn2pj salesforce marketing cloud modules after connecting to the salesforce marketing cloud app, you can use the following types of modules to build your {{scenario plural lowercase}} contacts create contact update contact get attribute set definitions by id get all attribute set definitions delete contact by id custom objects create data extension get data extension by id search data extension update data extension delete data extension messaging send email journey and events fire the event get event definition by id update event definition universal make an api call templates you can look for salesforce marketing cloud templates in make's template gallery , where you'll find thousands of pre created {{scenario plural lowercase}} salesforce marketing cloud resources salesforce marketing cloud engagement api references