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Onboarding Guide - Salesforce Marketing
Onboarding Guide - Salesforce Marketing
Reco Product Management avatar
Written by Reco Product Management
Updated over 7 months ago

  1. In Salesforce Marketing console, click you’re name(top right)->Setup

  2. Click Apps->Installed Packages
    ​

  3. Click New and choose a Name - e.g. “Reco S2S”

  4. On the new package page choose Add component

    1. Choose API Integration

    2. Choose Server-to-Server

    3. Choose the Scope:

      1. DATA->Tracking Events->Read

      2. PROVISIONING->Accounts->Read

      3. PROVISIONING->Users->Read

      4. SECURITY->HTTP Headers->View
        ​

  5. Click Save

  6. Copy the following:

    1. Client Id

    2. Client Secret

    3. Server URL

      1. Copy the server URL from the Authentication Base URI, e.g. if the URI is https://mcrs7--r26k-skb3rhq.auth.marketingcloudapis.com/ the server URL will be mcrs7--r26k-skb3rhq.

    4. Account ID

      1. Click on the Organization name on the top right

      2. The Account ID is the MID number - e.g. 536226888
        ​

  7. Enter the copied values to Salesforce Marketing integration page

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