Salesforce Marketing Cloud Account Engagement is a specialized feature that allows businesses to track and engage with individual accounts within their customer base by providing personalized content and interactions.
Set up a connection
After you start the connection, configure it in the Create connection panel and complete all of the required * authentication settings:
| Setting | Instructions |
|---|---|
| Name your connection * | Enter a clear and distinguishable name. Throughout integrator.io imports and exports, you will have the option to choose this new connection. A unique identifier will prove helpful later when selecting it from a list of the connections in your account. |
|
Account type * |
Select your Salesforce Marketing Cloud Account Engagement account type:
|
| OAuth 2.0 client * |
Select the OAuth 2.0 client that stores the client ID and client secret provided by Salesforce.
To add an OAuth 2.0 client and configure your credentials, click the plus (+) button. Click the edit ( |
| Scopes * |
Scopes are OAuth 2.0 permissions that Salesforce defines to limit access to your account. |
Tip: This connector documentation describes only the settings shown for the Simple view. For the corresponding HTTP settings, see OAuth 2.0 auth universal connector documentation.
- Sign in to your Salesforce admin account.
- Navigate to Salesforce setup > App manager. For detailed information, see Create the connected app.
- Select the connected app and click View.
- Copy the Consumer key (client ID).
- Copy the Consumer secret (client secret).
Notes:
- In Redirect URL , copy and paste the URI mentioned below depending on your instance:
- For NA: paste
https://integrator.io/connection/oauth2callback - For EU: paste
https://eu․integrator.io/connection/oauth2callback
- For NA: paste
- Click Scope.
- To access all of the scopes in the API, click the » button.
– or –
Check the scopes you want to add and click the > button. - Click Save.
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