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How to set up the Salesforce Marketing Cloud integration and sync

Connect your Knak account to Salesforce Marketing Cloud (SFMC) to sync your emails and landing pages directly.

Updated this week

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

  1. Open your Salesforce Marketing Cloud instance.

  2. Click Setup in the top-right corner.

    Setup navigation in SFMC
  3. Navigate to:
    Platform ToolsAppsInstalled Packages

    Installed Packages screen
  4. Click New.

  5. Add a Name and Description.

    New Package modal


Step 2: Configure API Integration

  1. Click Add Component.

    Add Component screen
  2. Select API Integration from the popup.

    API Integration component selection
  3. Choose Server-to-Server integration.

    Integration type selection


Step 3: Set API Permissions

Ensure the following permissions are enabled:

  • Email – Read & Write

  • Documents and Images – Read & Write

  • Saved Content – Read & Write

    Server to server properties screen.


Step 4: Copy Credentials

Copy the following from the package details screen:

  • Client ID

  • Client Secret

  • REST Base URL

    Credentials screen

Step 5: Connect in Knak

  1. Open Knak.

  2. Go to the Admin section.

    Knak Admin section
  3. Under Integrations, click Platforms.

  4. Select the Salesforce Marketing Cloud tile.

    SFMC Integration tile
  5. Paste in the Client ID, Client Secret, and REST Base URL.

  6. Click Create New Integration.

    Integration modal in Knak


Step 6: Sync Assets

You can sync any email or landing page directly from Knak to Salesforce Marketing Cloud.

  1. Open the email or landing page you want to sync.

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

  3. Select Sync from the dropdown.

  4. In the sync modal:

    • Choose the Salesforce Marketing Cloud integration.

    • Select the folder in SFMC where you want to sync the asset.

  5. 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.


Manage Your Integration

  • View, edit, or delete the connection under My Platform Connections on the Integrations page.

    My Platform Connections
  • To reconnect or add another, scroll to All Platforms and click Connect or Add Another Connection.

    Marketing Automation Platform Connection Tiles.

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.

Format selection in setup modal

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

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