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 Make, 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 Make, you must have an active Salesforce Marketing account. For subscription, refer to the Salesforce Marketing Cloud pricing page.
Connect Salesforce Marketing Cloud and Make
To get started, you must first create a connection between Salesforce Marketing Cloud and Make, allowing the two services to communicate.
To create the connection, you need to:
Obtain your client credentials in Salesforce
Before you create the connection in Make, 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 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 Client ID and Client Secret connection fields in Make.
Create the connection in Make
Once you have your Salesforce Marketing Cloud client credentials, you're ready to create the connection in Make.
To create the connection:
Log in to your Make account, add a Salesforce Marketing Cloud module to your scenario, 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 scenarios. If you want to make changes to your connection in the future, follow the steps here.
Salesforce Marketing Cloud modules
After connecting to the Salesforce Marketing Cloud app, you can use the following types of modules to build your scenarios.
Templates
You can look for Salesforce Marketing Cloud templates in Make's template gallery, where you'll find thousands of pre-created scenarios.