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Walkthrough: Installing SFMC Content Exchange on-prem

Abstract

How to install Sitecore Connect for Salesforce Marketing Cloud - Content Exchange connector in a Sitecore on-prem installation.

This walkthrough covers how to install the Sitecore Connect for Salesforce Marketing Cloud - Content Exchange (SFMCCE).

Before you install SFMCCE, you must have the following:

  • Sitecore Experience Platform or Sitecore Experience Manager, version 10.2.

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

This walkthrough describes how to:

  • Install the connector

  • Add an API integration package to your SFMC installation

  • Add an SFMC connection string to your Sitecore installation

You must install the connector on all Sitecore instances that have the Standalone or ContentManagement roles.

To install Sitecore Connect software for Salesforce Marketing Cloud - Content Exchange:

  1. Download the Sitecore Connect for Salesforce Marketing Cloud - Content Exchange 7.0 installation package from the Sitecore download page.

  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.

After the installation, you can find the module configuration file at \App_Config\Modules\Connector.Sfmc\Sitecore.Connector.Sfmc.config.

To add an API integration package to your Salesforce Marketing Cloud (SFMC) installation:

  1. Follow the steps in the Marketing Cloud Package Development documentation for Salesforce, in the Create and Install Packages section.

  2. Select the Server-to-Server integration type for the API Integration package.

  3. Add the following required rights for your connection:

    Table 1. API integration package required rights

    Category

    Type

    Rights

    Assets

    Documents and images

    • Read

    • Write

    Assets

    Saved content

    • Read

    • Write

    Hub

    Tags

    • Write



In order to let Salesforce Marketing Cloud and Sitecore exchange data, you must add a connection string in Sitecore.

To add a Salesforce Marketing Cloud (SFMC) connection string to your Sitecore installation:

  1. In Salesforce, 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.