Salesforce Marketing Cloud

This guide will walk you through how to authenticate or reauthenticate Salesforce Marketing Cloud in FeedOtter.

Before you begin

To connect FeedOtter to Salesforce Marketing Cloud, you need:

• A Pro, Corporate, or Enterprise edition Salesforce Marketing Cloud account

• A Salesforce Marketing Cloud user with the role of Administrator or Marketing Cloud Administrator

• You'll only need to log in as this user the first time you authenticate.

• A client ID, client secret, and subdomain

Generate a client ID, client secret, and subdomain

Step 1: Create a package

1. Log in to your Salesforce Marketing Cloud account with a Marketing Cloud Administrator or Administrator account.

2. Enter your username and password and click Log in.

3. Click your user account icon in the top-right corner.

4. Click Setup.

5. Navigate to Apps in the left-side menu. Select Installed packages.

6. Click New.

7. Give a name to the package. We suggest “FeedOtter RSS To Email”. The description field can be left empty.

8. Click Save to confirm.

Step 2: Add API integration component

1. Go to Installed packages and find the newly created FeedOtter package. Click it to open the configuration view.

2. Click Add component.

3. Select API Integration as the component type. Click Next.

4. Select Server-to-Server as the integration type. Click Next.

5. Add permission to the following properties:

• Channels, Email - READ, WRITE, SEND

  • Allows FeedOtter to create new emails.

• Assets, Emails and Saved Content - READ, WRITE

  • Allows FeedOtter to create new email content.

• Automations, Journeys - READ, WRITE, EXECUTE, ACTIVATE

  • Allows FeedOtter to create a new Single Send Journeys.

• Campaigns - READ, WRITE

  • Allow FeedOtter to create new campaigns.

• DATA, Data Extensions - READ

  • Allow FeedOtter to show a dropdown for selecting email audience.

• Click Save to confirm.

Changes to MC permissions typically take 5-10 minutes to take effect. Please wait several minutes after changing permissions to attempt FeedOtter send.

Step 3: Find the client ID, client secret, and subdomain for the installed package

When you view the installed package in Salesforce you will see the client ID, secret, and authentication base URL under the API Integration heading.

Please record these 3 items as they will be entered into the FeedOtter interface to establish the api connection in the following step.

Step 4. Setup a new SFMC integration in your FeedOtter account

1. In FeedOtter, navigate to Settings > Integrations.

2. Create a new Connection > Salesforce Marketing Cloud.

3. Enter the items gathered in Step 3 into the requisite FeedOtter inputs. The completed form should look like this:

4. Click Save.

At this point an integration with FeedOtter has been created. To test that FeedOtter can access Marketing Cloud please click the TEST button next to your newly created connection.

Additional Setup Items

We have found most customers already have these items in place but a couple items you will want to have handy are:

Data Extension - FeedOtter will automate the sending of blog newsletters to recipients based on a data extension that you create. This data-extension MUST have a field named "email". This is fairly standard in Salesforce Marketing Cloud.

Send Classification - Send classification settings will override FROM and REPLY-TO settings in the FeedOtter application.

Users of FeedOtter are prompted to enter/select these items when finalizing an automated campaign in the FeedOtter interface.