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            Set Up Integration with Salesforce CRM

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            3. Marketing Cloud Personalization

            Set Up Integration with Salesforce CRM

            Complete these steps to set up the integration between Marketing Cloud Personalization and Salesforce CRM.

            Required Editions

            Permissions Needed
            To integrate with Salesforce CRM: A role with Administrator permissions
            1. Log in to Personalization as an administrator.
            2. From the main navigation, select Third-Party > Integration Setup.
            3. Select Salesforce CRM.
            4. On the Setup tab, expand the Connect to Salesforce section.
            5. Copy the Callback URL.
              Don’t log out of Personalization.
            6. Open Salesforce CRM in a new browser window. Log in as an administrator.
              Note
              Note The user profile for this administrator account must have the API Enabled permission enabled.
            7. Select Setup.
            8. In the Platform Tools section, select Apps > Apps Manager.
            9. Click New Connected App.
            10. In Basic Information, complete the required fields.
              Field Description
              Connected App Name Enter a label, such as Marketing Cloud Personalization.
              API Name Personalization automatically prefills.
              Contact Email Enter your email address.
            11. In API (Enable OAuth Settings), select Enable OAuth Settings.
            12. In the Callback URL field, paste the callback URL you copied from Personalization.
            13. Select the following OAuth Scopes:
              OAuth Scopes
              Manage user data via APIs (api)
              Access the identity URL service
              Perform requests at any time
            14. If Require Proof Key for Code Exchange (PKCE) Extension for Supported Authorization Flows is visible and selected, be sure to deselect it.
              This setting, if available in your org, must be disabled for this Connected App.
            15. Click Save.
            16. In Salesforce CRM, in the Connected App Name: Marketing Cloud Personalization page, scroll down to the API (Enable OAuth Settings) section.
            17. Next to Consumer Key and Secret, click Manage Consumer Details and configure the following settings:
              Field Description
              Consumer Key Copy this key from Salesforce CRM to the same field in Personalization in Third Party > Integrations > Salesforce CRM.
              Consumer Secret Click Click and then copy the secret from Salesforce CRM to the same field in Personalization in Third Party > Integrations > Salesforce CRM.
            18. If you’re connecting to a Salesforce CRM sandbox account, in Personalization, select Connect to a sandbox.
            19. Under Advanced Options, select the For Salesforce accounts that cannot otherwise be matched to Interaction Studio, obtain account IDs from matched Salesforce contacts option.
              This option pulls account IDs from Salesforce CRM instead of Personalization so that you can match users with the same contact name when the account names aren’t exact matches.
            20. Click Save.
            21. Click Establish Connection to create the connection between Personalization and Salesforce CRM.
            22. If prompted, log in to your Salesforce CRM account.
            23. If prompted, click Allow to allow Personalization to access information in Salesforce CRM.

            Next, determine which data you want to share between Personalization and Salesforce CRM. For more information, see Plan Data Sharing Between Personalization and Salesforce CRM.

            See Also

             
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