Salesforce Marketing Cloud Setup Guide

• A Salesforce Marketing Cloud account.

Setup Guide

• Step 1: Obtain your Client ID and Client Secret

  1. Log in to your Salesforce Marketing Cloud account.
  2. Click your username > Setup.
  3. Go to Platform Tools > Apps > Installed Packages.
  4. Click New, enter a name, and click Save.
  5. Open the new package, and under Components, click Add Component.
  6. Select API Integration > Next.
  7. Select Server-to-Server as the integration type.
  8. Give Read permissions to: Campaign, Documents and Images, Email, Journeys, List and Subscribers, OTT, Push, Saved Content, SMS, Social, Web.
  9. Give Read and Write permissions to: Data Extensions.
  10. Give Read, Write, and Execute permissions to: Automations.
  11. Click Save.
  12. Copy the Client ID and Client Secret from the package's Components section. If using an Enhanced Installed Package, also copy the Sub-Domain (from the Authentication Base URI).

• Step 2: Find your Marketing Cloud Instance

  1. Find your Marketing Cloud ID (MID) in your account.
  2. Go to the Salesforce Status page, search your MID, and find your Marketing Cloud instance.
  3. Make a note of the instance — you'll need it to configure Matia.

• (Optional) Set up SFTP for data extension syncs

  • Password authentication:

    1. Click your username > Setup > Administration > Data Management > FTP Accounts.
    2. Note the Host and Port.
    3. Click Create User, enter an Email Address and Password, click Next.
    4. Note your FTP Username and Password.
    5. Under Authentication Options, select Password > Next.
    6. Select minimum permissions and click Save.

  • SSH key authentication:

    1. In Matia's connection setup, generate an SSH key pair and copy the public key.
    2. Save it as a .pub file, then convert it: ssh-keygen -e -f file_name.pub -m ssh2 > file_name.pem.
    3. In Salesforce Marketing Cloud, go to Setup > Administration > Data Management > Key Management > Create.
    4. Select Key Type: SSH, check Public Key, upload the .pem file, click Save.
    5. Go to FTP Accounts > Create User, enter an Email Address, select Read Only, and enter the uploaded SSH key.
    6. Under Authentication Options, select SSH Key, select minimum permissions, click Save.
    7. Note the Host, Port, and Username.

• Step 3: Connect Salesforce Marketing Cloud in Matia

  1. Enter the Client ID and Client Secret.
  2. Select the Marketing Cloud Instance.
  3. If using an Enhanced Installed Package, enable Is Enhanced Installed Package and enter your Sub-Domain.
  4. If using SFTP, enter the Host, Port, and User (and Password, or enable Log in with key pair for SSH).
  5. Enter an Asset Name.
  6. (Optional) Enter a Description.
  7. (Optional) Assign Tags.
  8. Select an Owner.
  9. Click Test Connection, then Connect.