Skip to main content

Walkthrough: Installing SFMC Behavioral Data Exchange on-prem

Abstract

How to install the Sitecore Connect for Salesforce Marketing Cloud Behavioral Data Exchange connector on-prem

The following packages need to be installed in sequence before you install Sitecore Connect for Salesforce Marketing Cloud - Behavioral Data Exchange 7.0:

  • Sitecore Experience Platform 10.2

  • Data Exchange Framework (DEF) 7.0 or higher.

    Note

    If you have previous versions of Sitecore Experience Platform and DEF installed, you must update them to 10.2 and 7.0 using the instructions in the Upgrade Guide for Sitecore XP 10.2.0 and the DEF installation guide.

  • An SFMC account where you can create an installed package with appropriate access rights.

Note

SFMC connectors do not support running via Remote SDK.

This walkthrough describes how to:

  • Install SFMC Behavioral Data Exchange on-prem

  • Add an API integration package to your SFMC installation

  • Add an SFMC connection string to your Sitecore installation

To install Sitecore Connect for Salesforce Marketing Cloud - Behavioral Data Exchange (SFMC-BDE):

  1. Download the Sitecore Connect for Salesforce Marketing Cloud - Behavioral Data Exchange package.

  2. On the Sitecore Launchpad, click Control Panel.

  3. In the Control Panel, in the Administration section, click Install a package to open the Installation Wizard.

  4. Click Upload package and follow the steps to upload the module package to Sitecore.

  5. Click Next and follow the steps to install the package.

  6. Before you close the wizard, select Restart the Sitecore Client.

To check that you have installed SFMC-BDE successfully:

  1. In the Content Editor, go to /sitecore/system/Data Exchange.

  2. Check that the Connect for SFMC Tenant insert option is present.

To add an API integration package to your SFMC installation:

  1. Open your Marketing Cloud site.

  2. In top right corner, click your account, then click Setup.

  3. In the left navigation bar, in the Platform Tools section, click Apps, then click Installed Packages.

  4. In the top right corner, click New. In the New Package Details window, in the Name field, enter a name for your package. You can name it anything, for example, sitecore-def.

  5. Click Add Component, and click API Integration. Click Next.

  6. Select the Server-to-Server integration type, and then click Next.

  7. Add the required rights for your connection. xConnect to SFMC integrations require the following rights:

    DATA

    Data Extensions

    • Read

    • Write

  8. Click Ok.

To add an SFMC connection string to your Sitecore installation:

  1. In the Components area of the component you created, make a note of the following values:

    • Client Id

    • Client Secret

    • Authentication Base URI

    • REST Base URI

    • SOAP Base URI

  2. Use the values to construct a connection string with this format:

    <add name="sfmc" connectionString="client id=Client Id;client secret=Client Secret;auth endpoint=Authentication Base URI;rest endpoint=REST Base URI;soap endpoint=SOAP Base URI" />
  3. Add the connection string to the App_config\connectionstrings.config file on your Sitecore instance.

  4. In the App_config\connectionstrings.config file, ensure that the following connection strings are present:

    • xconnect.collection

    • xconnect.collection.certificate