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How to set up the Salesforce Marketing Cloud integration and sync
How to set up the Salesforce Marketing Cloud integration and sync

Connect your Knak account to Salesforce Marketing Cloud and sync assets over

Felix Higgs avatar
Written by Felix Higgs
Updated over a month ago
  • Open your Salesforce Marketing instance and open setup in the top right corner of the screen.

  • Select Platform Tools > Apps > Installed Packages

  • Select 'new' and in the popup add a name and description

  • On the following screen select 'Add component'

  • Select API integration from the popup

  • Server to server for integration type

  • On the properties screen make sure the following is ticked:

Email - read

Email - write

Documents and Images - read

Documents and Images - write

Saved Content - read

Saved Content - write

  • On the following screen make a note of the Client Id, Client Secret and REST Base URL

  • Open your Knak account and navigate to the Admin section

  • Under Integrations select Platforms

  • From there, select the Salesforce Marketing Cloud tile

  • Paste in the details you copied over from Marketing Cloud and you're done!

Open any of your emails and landing pages and sync them straight across to Marketing Cloud with a click of a button.

Managing your integration

Now that your integration is set up, you can view its configuration, edit it, or delete it from the "My Platform Connection" list on the Integrations page.

If you need to connect a new integration – or re-add a previously deleted one – you can do so by scrolling down to the "All Platforms" section and clicking Connect or Add Another Connection on the relevant platform tile.

Sync Walkthrough

A quick note on template-based email (editable) vs HTML email πŸ‘‡

Template-based email allows you to use the drag-and-drop editor in SFMC.

HTML email does not (only HTML can be edited directly).

The downside of template-based email and the SFMC drag-and-drop editor is that SFMC can make unexpected changes to the underlying styling and affect appearance.

For emails with complex ampscript, we would suggest sticking with HTML email.

Tip: You can set the default format used via the integration setup modal!


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

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