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Salesforce Marketing Cloud Next Integration Setup

Connect your Knak account to Salesforce Marketing Cloud Next. Then sync your email assets directly from Knak into Salesforce Marketing Cloud Next.

This feature is in Alpha testing! Please reach out to spencer@knak.com if you have any questions.

Before You Begin

Make sure you have:

  • Access to Salesforce Marketing Cloud Next

  • Admin access in Knak

  • Permission to create External Client Apps in Salesforce

  • Permission to manage integrations in Knak

Step 1: Create an External Client App in Salesforce Marketing Cloud Next

Open Salesforce Setup

  1. Open Salesforce Marketing Cloud Next.

  2. Click the Cog Icon and select Setup in the top-right corner.

    Salesforce Marketing Cloud Next interface showing the Setup option selected from the top-right cog menu.

Open the External Client App Manager

  1. Navigate to Platform Tools > External Client Apps > External Client App Manager

    Salesforce Setup navigation displaying Platform Tools, External Client Apps, and External Client App Manager.

  2. Alternatively, search for External Client App Manager using the top search bar.

    External Client App Manager settings found through the search bar feature.

Create a New External Client App

  1. Click New External Client App.

    Salesforce External Client App Manager page with the New External Client App button highlighted.

  2. Enter your app details under Basic Information.

    Salesforce Marketing Cloud Next form showing the Basic Information section for creating a new External Client App.

Tip: Use an email alias when setting up integrations (for example, youremail+api@domain.com).

This keeps all integrations tied to one dedicated account. It also prevents disruptions if a team member leaves.

Configure OAuth Settings

  1. Under API (Enable OAuth Settings), enable OAuth for the app.

  2. Add the Callback URL:

    1. Under API OAuth Settings, enter the following Callback URL: https://enterprise.knak.io/account/integrations/marketing-cloud-next/authorize

  3. Enable the following OAuth scopes:

    • Manage user data via APIs (api)

    • Full access (full)

    • Access Connect REST API resources (chatter_api)

    • Perform requests at any time (refresh_token, offline_access)

    • Access the Salesforce API Platform (sfap_api)

Salesforce API settings page showing Enable OAuth Settings enabled for the External Client App.

Configure Flow Enablement and Security

  1. Navigate to Flow Enablement + Security.

  2. Enable the required checkboxes:

    1. Enable Client Credentials Flow

    2. Enable Authorization Code and Credentials Flow

    3. Require secret for Web Server Flow

    4. Require secret for Refresh Token Flow

Salesforce Flow Enablement and Security settings with required authentication checkboxes enabled.

Save the App

  1. Scroll to the bottom of the page.

  2. Click Create.

  3. Wait for Salesforce to finish creating the app.

Step 2: Copy Your Salesforce Credentials

Copy the Client ID and Client Secret

  1. Open the External Client App Manager.

  2. Select your new app.

  3. Open the Settings tab.

  4. Scroll to OAuth Settings.

  5. Click Consumer Key and Secret.

  6. Log in if prompted.

Copy the following values:

  • Client ID

  • Client Secret

Salesforce OAuth Settings page displaying the Consumer Key and Consumer Secret for the External Client App.

Find Your REST Base URL

  1. While logged into Salesforce Marketing Cloud Next, copy the URL from your browser.

  2. Copy the part of your Salesforce URL that appears between https:// and .lightning.force.com.

    Example Salesforce URL:

    https://your-instance.lightning.force.com/lightning/page/home

    In this example, your REST Base URL is:

    your-instance

This value becomes your REST Base URL that you paste into Knak.

Example Salesforce browser URL with the instance value highlighted between https:// and .lightning.force.com.

Step 3: Connect Salesforce Marketing Cloud Next in Knak

Open Platform Integrations

  1. Open Knak.

  2. Go to Admin.

  3. Under Integrations, click Platforms.

  4. Click Connect on the Salesforce Marketing Cloud Next integration tile.

    Knak Integrations page displaying the Salesforce Marketing Cloud Next integration tile with the Connect button.

Add Your Credentials

  1. Paste the following values:

    • Client ID
      Listed as the Consumer Key in Salesforce Marketing Cloud Next

    • Client Secret
      Listed as the Consumer Secret in Salesforce Marketing Cloud Next

    • REST Base URL
      The instance value copied from your Salesforce URL

  2. Click Authorize & Save

  3. Click Create New Integration.

    Knak integration setup modal showing fields for Client ID, Client Secret, and REST Base URL.

Step 4: Sync Emails to Salesforce Marketing Cloud Next

You can sync emails directly from Knak into Salesforce Marketing Cloud Next.

  1. Open the email you want to sync.

  2. Click the Actions menu in the top-right corner.

  3. Select Sync.

  4. Choose the Salesforce Marketing Cloud Next integration.

  5. Click Confirm & Sync.

Before syncing, confirm that your user role includes permission to sync assets. Related article: Role Permissions.

Important: This integration currently supports syncing emails only. Landing page syncing is not available at this time.

Manage Your Integration

  • View or edit connections under My Platform Connections

  • Delete unused integrations as needed

    Knak My Platform Connections page displaying connected Salesforce Marketing Cloud Next integrations.

Need more help? Contact support via live chat within Knak using the chat bubble in the bottom right corner or email support@knak.com

Related Articles
How to set up the Salesforce Marketing Cloud integration and sync
Import or Sync a landing page into Salesforce Marketing Cloud (SFMC)
How to Set Up Salesforce Account Engagement (Pardot) Integration and Sync
How to Set Up Salesforce Marketing Cloud Dynamic Content
Performance Insights (Salesforce Marketing Cloud)
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