Walkthrough: Setting up a Marketing Automation activity for Salesforce

On the Sitecore Launchpad, open the Content Editor.

Go to /sitecore/system/Data Exchange and right-click Data Exchange.

On the Insert menu, click Connect for SFMC Tenant.

Go to /sitecore/system/Data Exchange/<tenant name>. On the Content tab, in the Administration section, click Enabled.

Make a note of the tenant ID. You need it to configure the connection string.

Save the item.

Go to <tenant name>/Endpoints/Providers/xConnect/xConnect Client Endpoint.

Clear the Use Collection Service Settings For All Services check box.

Fill in the following fields:

The settings should now look like this:

Save the item.

On your Marketing Automation service server, open the <Marketing Automation Service>\App_Data\jobs\continuous\AutomationEngine\App_Config\ConnectionStrings.config file.

Add a connection string for the Tenant Service. For example:

<add name="tenantservice" connectionString="https://sc10.service" />

Create the SFMC centralized data extension in SFMC, if it does not already exist, by running the Setup – SFMC Account Infrastructure pipeline batch in your SFMC tenant. This generates the necessary xConnect data extension template in SFMC.

On your Sitecore content management instance, open the <sitename>\App_Config\Sitecore\MarketingAutomation\Sitecore.DataExchange.MarketingAutomation.Client.config file.

In the <tenantServiceConnectionRepository>/<tenantServices> node, add the name of the Tenant Service . For example:

<dataExchange>
    <tenantServices>
        <marketingAutomation>
            <tenantServiceConnectionRepository type="Sitecore.DataExchange.MarketingAutomation.Activity.Repositories.TenantServiceConnectionRepository, Sitecore.DataExchange.MarketingAutomation.Activity">
                <tenantServices hint="list:AddService">
                    <tenantService>[tenantservice]</tenantService>
                </tenantServices>
            </tenantServiceConnectionRepository>
        </marketingAutomation>
    </tenantServices>
</dataExchange>

On the Sitecore Launchpad, open the Marketing Automation application.

Create a new campaign, or select an existing campaign if you already have one. Configure the start point to trigger the campaign when a customer visits a specific page or when a general PageView event happens. For testing, you can select the Instant demo goal. Click Apply.

From the toolbox, drag and drop a Trigger DEF SFMC Sync Process marketing action to the campaign.

Click the Trigger DEF SFMC Sync Process action. In the Select a Tenant Service field, select a Tenant Service.

Click Apply.

Select the Trigger DEF SFMC Sync Process action in the campaign. Clear the API Event check box.

Click Apply.

Save the campaign and Activate it.

To activate the campaign, click the Play icon.

Click the Down arrow icon. Click Enroll contacts from list.

Select the contact list that you want to synchronize to SFMC and click OK.

Log in to your SFMC website portal.

Navigate to the centralized data extension at \Audience Builder\Contact Builder\Data Extensions\Sitecore\xDB Contact, and confirm that the synchronization has updated the contacts.

In the Sitecore Marketing Automation action, add a Trigger DEF SFMC Sync Process action into a plan, select the API Event check box and, in the drop-down list, select the API event of the journey that you want to trigger.

Click Apply.

Save the campaign and click Activate the current campaign () to activate it.

Click Drop-down () and select Enroll contacts from list.

In the Select list dialog box, select the contact list that you want to synchronize to SFMC, and click OK.

Log in to your SFMC website portal.

Navigate to the centralized data extension, \Audience Builder\Contact Builder\Data Extensions\Sitecore\xDB Contact.