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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.

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. It does not apply to Marketing Cloud Next. For the latest information about Marketing Cloud Next support, see the Marketing Cloud Next Integration Setup guide. If you have questions about compatibility or your implementation, contact your Customer Success Manager (CSM).


Step 1: Create a New Package in SFMC

  1. Open Salesforce Marketing Cloud.

  2. Click Setup in the top-right corner.

    Setup navigation in SFMC
  3. Go to: Platform Tools → Apps → Installed Packages.

    Installed Packages screen
  4. Click New.

  5. Enter 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:

  • Enable the following permissions:

    • Email – Read and Write

    • Documents and Images – Read and Write

    • Saved Content – Read and 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

Note: According to Salesforce, all existing, newly created, and freshly rotated client secrets will have a 180-day time-to-live (TTL) from the date the client secret is generated, after which they will automatically expire.

Step 5: Connect in Knak

  1. Open Knak.

  2. Go to Admin → Integrations → Platforms.

  3. Click the Connect button on the Salesforce Marketing Cloud tile.

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

  5. Click Create New Integration.

    Salesforce Marketing Cloud 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

You can view, edit, or remove existing connections from My Platform Connections.

  • View connection details

  • Edit an existing connection

  • Delete unused connections

My Platform Connections

Add Another Connection

Before adding another connection, create a separate installed package in Salesforce Marketing Cloud (SFMC) for each Business Unit. Each package should have its own Client ID and Client Secret. Scope each package to its corresponding Business Unit only.

  1. Scroll to All Platforms.

  2. Find the platform you want to connect.

  3. 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.

Note: Section Level Dynamic Content is not supported when syncing to SFMC using templates.

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


Troubleshooting

Assets Sync to the Wrong Business Unit

You may see this issue if you connect more than one Business Unit in Salesforce Marketing Cloud (SFMC). A Business Unit is a separate account area inside SFMC, often used for different regions or brands.

Signs of this issue:

  • Assets sync to the wrong Business Unit.

  • The folders you expect don't show up in the sync modal.

  • All of your connections seem to point to the same Business Unit.

  • Check to see if the connection has failed.

Why it happens:

An installed package connects to the Business Unit you were logged into when you created it. If you created all your packages while logged into one Business Unit, every connection will point to that Business Unit. This happens even if you scoped each package to a different Business Unit.

How to fix it:

  1. Open Salesforce Marketing Cloud.

  2. Switch to the Business Unit you want to connect. Use the Business Unit menu in the top-right corner.

  3. Create a new installed package from inside that Business Unit. Follow Step 1 through Step 4 in this article.

  4. Copy the new Client ID, Client Secret, and REST Base URL.

  5. Go to Admin → Integrations → Platforms in Knak.

  6. Update the connection for that Business Unit in My Platform Connections. Edit the connection with the new credentials, or delete it and add a new one.

  7. Repeat these steps for each Business Unit you want to connect.

Tip: Always check which Business Unit you're in before you click New on the Installed Packages screen.

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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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