Salesforce Marketing Connection
See the Connector Marketplace topic. Please request your administrator to start a trial or subscribe to the Premium Salesforce Marketing connector.
Salesforce Marketing Cloud is a comprehensive digital marketing platform that helps businesses create, automate, and analyze marketing campaigns across multiple channels to engage with customers effectively.
This topic describes how to authenticate to Salesforce Marketing and configure any necessary connection properties in the Salesforce Marketing connection connector.
Connection Configuration
Each connection property available in the Salesforce Marketing connector is explained below.
Connection Name
The name of the connection to be created should be provided. This is the name that will display on the list of available connections.
Auth Scheme
The type of authentication to use when connecting to Salesforce Marketing Cloud.
Select among the following connection properties:
Auto: Allows the connector to decide automatically which scheme to use, based on the other connection properties you have set.
Basic: Specifies BASIC user/password authentication.
OAuth: Specifies OAuth authentication.
OAuthClient: Specifies Server-to-Server OAuth authentication.
User
The Salesforce Marketing Cloud user account used to authenticate.
Password
The password used to authenticate the user.
Sub Domain
The subdomain of the Salesforce Marketing Cloud API.
The subdomain can be obtained as follows:
Log in to Marketing Cloud.
Navigate to the Setup page, then select: Apps -> Installed Packages.
Select the package with the API integration component you want to use.
Subdomain will be specified in the Authentication Base URI.
Example: https://SUBDOMAIN.auth.marketingcloudapis.com/
- Only the Subdomain value from the Authentication Base URI is required.
Client ID
The client Id assigned when you register your application with an OAuth authorization server.
Client Secret
The client secret assigned when you register your application with an OAuth authorization server.
AccessToken
The access token for connecting using OAuth.
Refresh Token
The OAuth refresh token for the corresponding OAuth access token.
OAuth Grant Type
The grant type for the OAuth flow.
When an app on is created on Salesforce Marketing Cloud, you are given an option of Web-API or Server-to-Server.
Use the following options to select your authentication grant type:
Server-to-Server: This is used when applications request an access token to access their own resources, not on behalf of a user. This indicates OAuth Grant Type = Client.
Web-App: This is used by confidential and public clients to exchange an authorization code for an access token. This indicates OAuth Grant Type = Code.
Schema
Specify the Salesforce Marketing Cloud server version to connect with.
Possible Values:
REST: To use the Salesforce Marketing Cloud 1.x REST API.
SOAP: To use the Salesforce Marketing Cloud SOAP API.
Advanced Configuration
This section contains advanced configuration parameters.
Use Legacy Authentication
A boolean determining if the connection should be made to Salesforce Marketing Cloud REST API using the legacy authentication or not.
To connect to Salesforce Marketing Cloud where you have installed a package with legacy functionality you must set this property to True.
Enable SSL
Option for creating the connection with SSL enabled.
Upload Keystore File
Option to upload keystore file.
Add Configuration: Additional properties can be added using this option as key-value pairs.
After entering all the details, click on the TEST button.
If the connection service identification and authentication details are provided correctly, a success message stating “connection available” is generated.
Click on the CREATE button to save the changes.
If the details are incorrect or the server is down, you will get a message “Connection unavailable”.
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