Salesforce Marketing Cloud

Requirements

You must have the Developer or Admin role to set up a connector. If your organization uses custom roles, your role needs the Create Connectors permission. You also need access to create installed packages in Salesforce Marketing Cloud.

This article shows you how to connect EmailShepherd to Salesforce Marketing Cloud (SFMC), so you can export emails to Content Builder.

You set up the connector once for each workspace. After that, anyone who can export emails can send them to Salesforce Marketing Cloud without copying any code.

Get your Salesforce Marketing Cloud credentials

To connect EmailShepherd, you create an installed package with an API integration in Salesforce Marketing Cloud.

1. Sign in to Salesforce Marketing Cloud.

2. Click your profile icon in the top-right corner, then select Setup.

   

3. In the sidebar, navigate to Apps > Installed Packages.

   

4. Click New.

5. Enter a name, such as EmailShepherd API, and a description if you want one.

6. Click Save.

   

7. Click Add Component.

8. Select API Integration as the component type.

   

9. Select Server-to-Server as the integration type.

   

10. Select these scopes, and no others:

    • Channels > Email: Read and Write
    • Assets > Documents and Images: Read and Write
    • Assets > Saved Content: Read and Write

    

11. Click Save.

12. Copy the Client Secret and keep it somewhere safe until you’ve set up the connector.

    

13. Close the popup. On the package details page, copy the Client ID.

14. Find the REST Base URI and copy your subdomain. This is the part between https:// and .rest.marketingcloudapis.com/, such as mc4-340qx8pldwck920m8c4l2gy.

Set up the connector in EmailShepherd

1. In the sidebar, click Connectors.
2. On the Export Connectors tab, click Add connector.
3. In Connector Name, enter a name, such as Salesforce Marketing Cloud.
4. In Choose Integration, select Salesforce Marketing Cloud.
5. Enter the Subdomain, Client ID and Client Secret you copied from Salesforce Marketing Cloud.
6. In Dynamic Content Profile, choose a dynamic content profile to use every time you export to Salesforce Marketing Cloud. To choose one each time you export instead, leave it as None.
7. Click Create Connector.

Set up personalization for Salesforce Marketing Cloud

Salesforce Marketing Cloud uses AMPscript for personalization and dynamic content, such as %%=v(@firstName)=%%.

To export your personalization tags and conditionals in Salesforce Marketing Cloud’s syntax, set them up in a dynamic content profile for Salesforce Marketing Cloud, then choose it in the connector or when you export.

Export an email to Salesforce Marketing Cloud

See How to export an email to your ESP.

Each locale is exported as a separate HTML email in Content Builder. You can create a new email, or overwrite any existing email in Content Builder. When you create a new email, choose the Content Builder Folder to save it in.