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Advanced FAQs
Answers to your advanced questions about Marketing Cloud Connect for Marketing Cloud Engagement.
Can I Use Personalization with Marketing Cloud Connect?
Yes. Map attributes between Engagement and Salesforce CRM to use personalization.
Can I Map Custom Attributes Between Engagement and Sales or Service Cloud for Advanced Personalization?
Yes. Custom attributes that are based on the Lead, Contact, Account, or Person Accounts objects can be mapped. Mapping to custom objects isn’t currently available.
Can I Use Data Extensions with Marketing Cloud Connect?
Yes. Data extensions can be used when email sends are performed within Marketing Cloud Engagement. Data Extensions can be populated using synchronized data extensions or Automation Studio imports.
Can I Use Custom Links and Server-Side JavaScript Buttons in Page Layouts with Marketing Cloud Connect?
No. Replace custom links and Server-Side JavaScript buttons with Visualforce pages that provide secure and appropriate links and buttons.
Can Engagement Help with App Changes?
Engagement doesn’t help with app development or modification but does recommend using one of our development partners. Speak with your account representative for more information.
Why Do I Need to Install the Metadata API?
Salesforce uses the Metadata API remote site to automatically allowlist IP addresses and create time-based workflows through the configuration wizard. If we’re unable to add the remote site automatically, add it manually. If you perform IP allowlisting and workflow creation manually, you don’t need to install the Metadata API remote site.
How Do I Install the Metadata API Remote Site Manually?
Search for Remote Site Settings in the Sales or Service Cloud setup. Select New Remote Site and edit it with the following information:
- Remote Site Name: MetadataAPI
- Remote Site URL: https://MyDomainName.my.salesforce.com
- Description: Remote Site setting to make callouts.
Can Integrated Accounts Be Disconnected?
Yes. The ability to disconnect an Engagement account from the Sales or Service Cloud account is only available for Enterprise 2.0, Core, and Lock & Publish accounts with version 5.493 or greater of the package. The account must use connected app authentication. The Engagement admin can disconnect the accounts by editing the Salesforce Integration in the Marketing Cloud Email Studio admin. There’s a known issue with Google Chrome. If you cancel after clicking Disconnect Account and try disconnecting again, the process will fail.
What Happens After Disconnecting an Integrated Account?
After disconnecting, the Salesforce system user’s credentials are removed, resetting the connection at the account level. User mappings in the disconnected business unit and synchronized data extensions are removed. All disconnected business units, orgs, and users can be remapped and synchronized data extensions can be reconfigured in a new connection as needed.
Is Tracking Maintained After Disconnecting an Account?
Tracking subscriptions are canceled. Any tracking for previous sends isn’t pushed to the previous Sales or Service Cloud org. If a new connection is made, tracking for previous sends isn’t pushed to the new org. Tracking isn’t affected in Engagement.
How Do I Refresh an Integrated Sandbox Org?
Follow these steps to refresh an integrated sandbox org.
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The ability to disconnect an Engagement account from the Sales or Service Cloud account is only available for Enterprise 2.0, Core, and Lock & Publish accounts with version 5.493+ of the package. The account must use connected app authentication.
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Sandbox refreshes complete in hours, days, or even more than a week, depending upon the number of customizations, data size, number of objects, configuration choices, and server load. Also, sandbox refreshes are queued, so there could be a delay after your request.
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This process connects your Engagement account to the corresponding Sales or Service Cloud org.
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Complete Connected App authentication setup.
Complete these steps to finalize the connected app authentication setup, which manages all cross-cloud authentication from Engagement into the Sales and Service Clouds.
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If you use Synchronized Data Sources, all synched objects and data are deleted after disconnecting the integration and must be recreated.
Can I Restrict My Connectivity to a Specific Stack or Set of IPs in Engagement with Marketing Cloud Connect?
For connectivity from Sales or Service Cloud to Engagement through Marketing Cloud Connect, use the Advanced Setting for Tenant-Specific Endpoints. This setting ensures stack-specific connectivity. When using Connected App for connectivity from Engagement to Sales or Service Cloud, apply the IP allowlist ranges to the Connected App user’s profile. The ranges are enforced at the time of initial connectivity. Marketing Cloud Connect currently doesn’t maintain application-level or profile-level allowlist support.
Does Marketing Cloud Connect Support Single Sign-on?
Single sign-on is supported for customers that salesforce-sites.com, site.com, and vf.force.com domains for their single sign-on. Custom domains aren’t supported for single sign-on through Marketing Cloud Connect.
