Set Up Marketing Cloud Engagement for the Vaccine Cloud Eligibility Package

If you plan to use Marketing Cloud Engagement to send emails and text messages (SMS) to recipients, create an installed package in Engagement and set up the Marketing Cloud Engagement API.

First, create an installed package in Engagement.

1. Go to Engagement Setup and click Apps.
2. Click Installed Packages.
3. Click New.
4. Name your application, and select Create with enhanced functionality (recommended).
5. Click Save.
6. Click Add Component.
7. Turn on API Integration.
8. Copy the client ID, client secret, and the subdomain of Authentication Base URI. You’ll use these values in your Salesforce org, so keep them somewhere safe.
9. Select Integration Type: Web App.
10. Add a temporary Redirect URI. You’ll update this field with your Auth Provider Callback URI later.
11. Select Offline Access.
12. Enable these permissions:
    1. Email: Read, Write, and Send
    2. SMS: Read, Write, and Send
13. Save the permissions you set.
14. Click Access.
15. Click License All Users.
16. Click License All.

Next, add Marketing Cloud Engagement API as a Salesforce authentication provider in your Salesforce org. Make sure that the vaccine eligibility packages are installed correctly before proceeding. The packages install Marketing_Cloud_API.authprovider and Marketing_Cloud_API.namedCredential into the org with placeholder values.

17. From Salesforce Setup, go to Auth. Providers | Marketing Cloud API.
18. Paste the values from your Marketing Cloud Engagement API Integration:
    1. Consumer Key: enter the Client Id.
    2. Client Secret: enter the Client Secret.
    3. Authorize Endpoint URL: use a URL with the same subdomain as the Authentication Base URI.
    4. Token Endpoint URL: use a URL with the same subdomain as the Authentication Base URI.
19. For security, if you want to exclude consumer secrets from displaying in API responses, deselect Include Customer Secret in API Responses.
20. Click Save.
21. Copy the Callback URI at the bottom of the Auth Provider.

Add the Callback URI to your Engagement package and authenticate.

22. From Engagement Setup, open your Engagement package page and click Edit.
23. In Redirect URI, paste the Callback URI.
24. Click Save.
25. Copy the REST Base URI.
26. From Salesforce Setup, in the Quick Find box, enter Named Credentials and click Named Credentials.
27. Create or edit a named credential.
28. In URL, paste the REST Base URI (or a URL with the same subdomain).
29. Select Start Authentication Flow on Save if it isn’t already.
30. Click Save. The Engagement login page opens.
31. Log in with your username and password.
32. Verify that the named credential Authentication Status is Authenticated.