Before You Begin
Make sure the user account used for the integration has access to all Business Units in SFMC. This ensures full folder visibility during sync.
This setup guide is for SalesForce Marketing Cloud, not the new Marketing Cloud Next platform. Any compatibility questions about platforms we don't currently integrate with should be directed to your Customer Success Manager (CSM) who can provide specific guidance.
Step 1: Create a New Package in SFMC
Open Salesforce Marketing Cloud.
Click Setup in the top-right corner.
Go to: Platform Tools → Apps → Installed Packages.
Click New.
Enter a Name and Description.
Step 2: Configure API Integration
Click Add Component.
Select API Integration from the popup.
Choose Server-to-Server integration.
Step 3: Set API Permissions
Ensure the following permissions are enabled:
Enable the following permissions:
Email – Read and Write
Documents and Images – Read and Write
Saved Content – Read and Write
Step 4: Copy Credentials
Copy the following from the package details screen:
Client ID
Client Secret
REST Base URL
Step 5: Connect in Knak
Open Knak.
Go to the Admin section.
Under Integrations, click Platforms.
Select the Salesforce Marketing Cloud tile.
Paste in the Client ID, Client Secret, and REST Base URL.
Click Create New Integration.
Step 6: Sync Assets
You can sync any email or landing page directly from Knak to Salesforce Marketing Cloud.
Open the email or landing page you want to sync.
Click the Actions menu in the top-right corner.
Select Sync from the dropdown.
In the sync modal:
Choose the Salesforce Marketing Cloud integration.
Select the folder in SFMC where you want to sync the asset.
Click Confirm & Sync.
The asset will be sent to Salesforce Marketing Cloud instantly.
Before syncing, ensure your user role has the proper permissions to sync assets. Check out the full list of role permissions here.
Multiple Business Units in One Salesforce Instance
If you connect multiple Knak integrations to the same Salesforce instance, follow these guidelines:
Create one connection per Business Unit
Use a different API user for each Business Unit
Reuse the same Client ID and Client Secret
This setup prevents access conflicts. It also ensures correct asset visibility per Business Unit.
Manage Your Integration
View or edit connections under My Platform Connections
Delete unused integrations as needed
Multiple Business Units in One Salesforce Instance
If you connect multiple Knak integrations to the same Salesforce instance, follow these guidelines:
Create one connection per Business Unit
Use a different API user for each Business Unit
Reuse the same Client ID and Client Secret
This setup prevents access conflicts. It also ensures correct asset visibility per Business Unit.
To add another connection:
Scroll to All Platforms
Click Connect or Add Another Connection
Sync Format Options
Template-Based Email (Editable)
Uses the drag-and-drop editor in Salesforce Marketing Cloud.
Allows users to make content changes within SFMC without editing HTML.
Best for marketing teams that prefer a visual editor.
May cause unexpected styling changes due to how SFMC renders content.
Not ideal for emails with custom scripting or exact design fidelity needs.
HTML Email
Syncs the email as raw HTML.
Keeps full control over styling and layout.
Ideal for developers or teams using AMPScript or other advanced logic.
Does not support drag-and-drop editing in SFMC.
Recommended for complex or custom-coded emails where visual integrity is critical.
You can set the default sync format in the integration setup modal within Knak. This helps streamline the sync process by using your preferred format automatically.
Sync Walkthrough
Need more help? Contact support via live chat within Knak using the chat bubble in the bottom right corner or email support@knak.com