Set up Marketing Cloud Engagement for the Safety Cloud Package

If you plan to use Marketing Cloud Engagement to send initial confirmation and status update emails, 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 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 update this field with your Auth Provider Callback URI later.
11. Select Offline Access.
12. Enable Email Read, Write, and Send permissions.
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 Engagement 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.

• Set up Marketing Cloud Engagement to Send Customer Health Verification Notifications
  Prepare and send COVID-19 health verification notifications such as confirmation and status updates to your customers. Send notifications using Content Builder and Journey Builder in Marketing Cloud Engagement.
• Define the Send Definitions Configured in Marketing Cloud Engagement
  Use Occasion objects to define the send definitions for email notifications configured in Marketing Cloud Engagement. When the criteria you define in the send definitions are met, Engagement sends email notifications to users. The context of the email that Engagement sends depends on the criteria specified in the send definition, as defined by the Occasion objects.
• Set up an Email Template for Health Verification
  You can use Occasion Email Mapping to set up an email template for Health Verification. The template determines the content of the Health Verification email.
• Schedule the Confirmation and Verification Emails
  With the Developer Console, you can schedule the SendConfirmationEmails and the SendVerificationEmails Apex class